Performance Comparison
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
