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
FUMQTX NA 1.44% NA NA NA NA NA
Data as of 01/14/2022, Common starting date is 10/16/2020
More Performance Analytics Comparison
Name Start Date End Date
FUMQTX 10/16/2020 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 (%) -0.44 1.44 NA NA NA NA NA -2.88 5.32 5.92
Sharpe Ratio NA 0.16 NA NA NA NA NA -5.88 0.60 3.10
Standard Deviation(%) NA 8.97 NA NA NA NA NA 8.88 8.87 10.35
Draw Down(%) NA 7.04 NA NA NA NA NA 2.88 7.04 4.20
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 10/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUMQTX (FUMQTX) 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
FUMQTX (FUMQTX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return