Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FATUX | 3.70% | 9.65% | NA | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 08/27/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FATUX | 08/27/2024 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 9.65 | NA | NA | NA | NA | NA | … | … | 3.70 | 10.15 | -0.68 |
| Sharpe Ratio | NA | 1.49 | NA | NA | NA | NA | NA | … | … | 0.76 | 1.49 | -1.23 |
| Standard Deviation(%) | NA | 4.56 | NA | NA | NA | NA | NA | … | … | 5.72 | 4.90 | 4.24 |
| Draw Down(%) | NA | 3.68 | NA | NA | NA | NA | NA | … | … | 3.68 | 3.95 | 2.35 |
| Yield(%) | 0.00 | 3.78 | 2.72 | 1.63 | 0.82 | 0.54 | 0.41 | … | … | 0.00 | 4.87 | 3.50 |
Data as of 06/12/2026, Common starting date is 08/27/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FATUX (FATUX) |
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 |
|---|---|---|---|---|
| FATUX (FATUX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart