Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUWFUX | NA | 20.03% | 5.27% | 4.07% | NA | NA | NA | … | … |
Data as of 11/08/2021, Common starting date is 05/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUWFUX | 05/13/2013 | 11/08/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 20.03 | 5.27 | 4.07 | NA | NA | NA | … | … | 14.17 | 1.99 | 6.62 | -8.98 | 2.47 | 12.80 | -9.08 | -10.38 | 6.66 |
| Sharpe Ratio | NA | 1.72 | 0.18 | 0.15 | NA | NA | NA | … | … | 1.21 | 0.04 | 0.34 | -0.56 | 0.17 | 0.99 | -0.57 | -0.50 | 0.99 |
| Standard Deviation(%) | NA | 15.34 | 26.14 | 22.12 | NA | NA | NA | … | … | 13.81 | 40.13 | 15.34 | 18.45 | 10.77 | 12.70 | 16.10 | 20.68 | 10.74 |
| Draw Down(%) | NA | 9.52 | 41.99 | 42.68 | NA | NA | NA | … | … | 9.52 | 38.20 | 16.71 | 18.38 | 10.15 | 6.60 | 21.46 | 19.76 | 5.34 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/08/2021, Common starting date is 05/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUWFUX (FUWFUX) |
-11.13%
Mar 2017 – Mar 2020 |
-5.70%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUWFUX (FUWFUX) |
6.43%
Sep 2015 – Sep 2018 |
4.43%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart