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
FWRMJX NA 24.39% NA NA NA NA NA
Data as of 11/12/2021, Common starting date is 11/15/2019
More Performance Analytics Comparison
Name Start Date End Date
FWRMJX 11/15/2019 11/12/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 0.07 24.39 NA NA NA NA NA 19.73 -12.29 2.12
Sharpe Ratio NA 2.01 NA NA NA NA NA 1.94 -0.34 2.74
Standard Deviation(%) NA 12.14 NA NA NA NA NA 11.83 37.13 6.65
Draw Down(%) NA 6.07 NA NA NA NA NA 6.07 39.81 1.68
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/12/2021, Common starting date is 11/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWRMJX (FWRMJX) 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
FWRMJX (FWRMJX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return