Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FULSAX | NA | -11.75% | -9.25% | NA | NA | NA | NA | … | … |
Data as of 07/31/2024, Common starting date is 07/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FULSAX | 07/27/2020 | 07/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -26.28 | -11.75 | -9.25 | NA | NA | NA | NA | … | … | -14.25 | 26.96 | -36.70 | 28.81 | 13.31 |
| Sharpe Ratio | NA | -0.44 | -0.41 | NA | NA | NA | NA | … | … | -0.60 | 1.56 | -1.15 | 2.21 | 1.91 |
| Standard Deviation(%) | NA | 35.33 | 29.19 | NA | NA | NA | NA | … | … | 44.83 | 14.70 | 33.21 | 13.04 | 17.33 |
| Draw Down(%) | NA | 30.77 | 42.50 | NA | NA | NA | NA | … | … | 30.77 | 10.96 | 42.50 | 6.07 | 9.70 |
| Yield(%) | 0.00 | 0.51 | 0.35 | 0.28 | 0.14 | 0.09 | 0.07 | … | … | 0.50 | 0.56 | 0.21 | 0.00 | 0.00 |
Data as of 07/31/2024, Common starting date is 07/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FULSAX (FULSAX) |
-0.65%
Apr 2021 – Apr 2024 |
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 |
|---|---|---|---|---|
| FULSAX (FULSAX) |
4.27%
Feb 2021 – Feb 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart