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
FUMORX (FT 8947: Value Line Target Safety 30 4Q ’20 – Term 1/7/22) NA 13.36% 8.00% NA NA NA NA
Data as of 01/06/2022, Common starting date is 04/09/2018
More Performance Analytics Comparison
Name Start Date End Date
FUMORX (FT 8947: Value Line Target Safety 30 4Q ’20 – Term 1/7/22) 04/09/2018 01/06/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018
Annualized Return (%) 1.16 13.36 8.00 NA NA NA NA 1.13 13.63 0.51 9.89 -4.25
Sharpe Ratio NA 1.20 0.31 NA NA NA NA 19.50 1.20 0.01 0.47 -0.60
Standard Deviation(%) NA 11.15 24.40 NA NA NA NA 5.29 11.29 36.80 18.06 11.90
Draw Down(%) NA 6.32 44.06 NA NA NA NA 0.04 6.32 38.20 18.71 15.28
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/06/2022, Common starting date is 04/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUMORX (FT 8947: Value Line Target Safety 30 4Q '20 – Term 1/7/22) 2.27%
Nov 2018 – Nov 2021
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
FUMORX (FT 8947: Value Line Target Safety 30 4Q '20 – Term 1/7/22) 7.87%
Dec 2018 – Dec 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return