Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FATZX | 4.38% | 14.54% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FATZX | 09/03/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.72 | 14.54 | NA | NA | NA | NA | NA | … | … | 4.38 | 14.95 | 0.11 |
| Sharpe Ratio | NA | 1.59 | NA | NA | NA | NA | NA | … | … | 0.86 | 1.36 | -0.42 |
| Standard Deviation(%) | NA | 7.50 | NA | NA | NA | NA | NA | … | … | 9.28 | 8.93 | 6.79 |
| Draw Down(%) | NA | 5.94 | NA | NA | NA | NA | NA | … | … | 5.94 | 8.27 | 3.43 |
| Yield(%) | 0.00 | 4.35 | 2.84 | 1.70 | 0.85 | 0.57 | 0.43 | … | … | 0.00 | 5.48 | 3.20 |
Data as of 06/05/2026, Common starting date is 09/03/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FATZX (FATZX) |
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 |
|---|---|---|---|---|
| FATZX (FATZX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart