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
FVRBMX NA -45.63% NA NA NA NA NA
Data as of 06/03/2022, Common starting date is 05/20/2021
More Performance Analytics Comparison
Name Start Date End Date
FVRBMX 05/20/2021 06/03/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021
Annualized Return (%) -3.57 -45.63 NA NA NA NA NA -44.95 1.41
Sharpe Ratio NA -0.95 NA NA NA NA NA -1.18 0.07
Standard Deviation(%) NA 47.96 NA NA NA NA NA 64.34 30.79
Draw Down(%) NA 60.78 NA NA NA NA NA 50.66 23.65
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2022, Common starting date is 05/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FVRBMX (FVRBMX) 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
FVRBMX (FVRBMX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return