Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FATSX | 8.07% | 21.71% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FATSX | 12/23/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.66 | 21.71 | NA | NA | NA | NA | NA | … | … | 8.07 | 20.49 | -1.18 |
| Sharpe Ratio | NA | 1.51 | NA | NA | NA | NA | NA | … | … | 1.01 | 1.14 | NA |
| Standard Deviation(%) | NA | 12.43 | NA | NA | NA | NA | NA | … | … | 15.06 | 15.45 | NA |
| Draw Down(%) | NA | 9.83 | NA | NA | NA | NA | NA | … | … | 9.83 | 15.61 | NA |
| Yield(%) | 0.00 | 1.99 | 0.92 | 0.55 | 0.28 | 0.18 | 0.14 | … | … | 0.00 | 2.13 | 0.66 |
Data as of 06/09/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FATSX (FATSX) |
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 |
|---|---|---|---|---|
| FATSX (FATSX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart