Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FATYX | 3.62% | 12.42% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/27/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FATYX | 08/27/2024 | 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 (%) | -1.58 | 12.42 | NA | NA | NA | NA | NA | … | … | 3.62 | 13.40 | -0.79 |
| Sharpe Ratio | NA | 1.49 | NA | NA | NA | NA | NA | … | … | 0.69 | 1.39 | -0.92 |
| Standard Deviation(%) | NA | 6.47 | NA | NA | NA | NA | NA | … | … | 8.05 | 7.59 | 5.98 |
| Draw Down(%) | NA | 5.11 | NA | NA | NA | NA | NA | … | … | 5.11 | 6.83 | 3.13 |
| Yield(%) | 0.00 | 5.39 | 3.40 | 2.04 | 1.02 | 0.68 | 0.51 | … | … | 0.00 | 6.48 | 4.05 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| FATYX (FATYX) |
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 |
|---|---|---|---|---|
| FATYX (FATYX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart