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
FVZXVX NA -10.15% NA NA NA NA NA
Data as of 04/08/2022, Common starting date is 01/11/2021
More Performance Analytics Comparison
Name Start Date End Date
FVZXVX 01/11/2021 04/08/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021
Annualized Return (%) -3.15 -10.15 NA NA NA NA NA -13.54 10.82
Sharpe Ratio NA -0.55 NA NA NA NA NA -1.50 0.72
Standard Deviation(%) NA 18.55 NA NA NA NA NA 27.92 15.48
Draw Down(%) NA 22.61 NA NA NA NA NA 19.85 8.21
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/08/2022, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FVZXVX (FVZXVX) 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
FVZXVX (FVZXVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return