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
FUCZQX NA 6.90% NA NA NA NA NA
Data as of 01/14/2022, Common starting date is 10/13/2020
More Performance Analytics Comparison
Name Start Date End Date
FUCZQX 10/13/2020 01/14/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020
Annualized Return (%) -0.22 6.90 NA NA NA NA NA -2.31 10.33 4.48
Sharpe Ratio NA 0.81 NA NA NA NA NA -5.70 1.21 2.47
Standard Deviation(%) NA 8.53 NA NA NA NA NA 7.84 8.51 8.98
Draw Down(%) NA 4.35 NA NA NA NA NA 2.31 4.35 3.96
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/14/2022, Common starting date is 10/13/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUCZQX (FUCZQX) 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
FUCZQX (FUCZQX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return