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
FXLJIX NA 6.89% NA NA NA NA NA
Data as of 09/06/2024, Common starting date is 09/09/2022
More Performance Analytics Comparison
Name Start Date End Date
FXLJIX 09/09/2022 09/06/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) -3.40 6.89 NA NA NA NA NA -0.14 19.56 2.96
Sharpe Ratio NA 0.20 NA NA NA NA NA -0.25 1.10 0.28
Standard Deviation(%) NA 15.17 NA NA NA NA NA 16.03 14.02 26.08
Draw Down(%) NA 10.89 NA NA NA NA NA 10.89 10.10 10.45
Yield(%) 0.00 1.36 1.03 0.62 0.31 0.21 0.15 1.29 1.33 0.20
Data as of 09/06/2024, Common starting date is 09/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FXLJIX (FXLJIX) 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
FXLJIX (FXLJIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return