Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FUCTPX NA 37.53% NA NA NA NA NA
Data as of 10/10/2024, Common starting date is 10/12/2022
More Performance Analytics Comparison
Name Start Date End Date
FUCTPX 10/12/2022 10/10/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) -0.36 37.53 NA NA NA NA NA 25.27 1.53 14.62
Sharpe Ratio NA 1.33 NA NA NA NA NA 1.14 -0.13 2.71
Standard Deviation(%) NA 23.40 NA NA NA NA NA 23.26 21.96 31.05
Draw Down(%) NA 14.50 NA NA NA NA NA 12.43 22.03 6.06
Yield(%) 0.00 0.69 0.49 0.29 0.15 0.10 0.07 0.37 0.89 0.00
Data as of 10/10/2024, Common starting date is 10/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUCTPX (FUCTPX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUCTPX (FUCTPX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return