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
FYXRMX NA 16.46% NA NA NA NA NA
Data as of 08/02/2024, Common starting date is 08/05/2022
More Performance Analytics Comparison
Name Start Date End Date
FYXRMX 08/05/2022 08/02/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) -1.87 16.46 NA NA NA NA NA 11.78 9.39 -2.17
Sharpe Ratio NA 1.39 NA NA NA NA NA 2.09 0.49 -0.42
Standard Deviation(%) NA 9.08 NA NA NA NA NA 8.24 10.53 18.58
Draw Down(%) NA 9.32 NA NA NA NA NA 4.48 10.20 15.22
Yield(%) 0.00 5.48 3.47 2.08 1.04 0.69 0.52 3.26 5.48 1.92
Data as of 08/02/2024, Common starting date is 08/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FYXRMX (FYXRMX) 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
FYXRMX (FYXRMX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return