Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAVPX | 7.17% | 20.91% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/27/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAVPX | 08/27/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.62 | 20.91 | NA | NA | NA | NA | NA | … | … | 7.17 | 21.44 | 0.42 |
| Sharpe Ratio | NA | 1.76 | NA | NA | NA | NA | NA | … | … | 1.23 | 1.25 | -0.19 |
| Standard Deviation(%) | NA | 11.88 | NA | NA | NA | NA | NA | … | … | 14.55 | 14.94 | 10.43 |
| Draw Down(%) | NA | 8.85 | NA | NA | NA | NA | NA | … | … | 8.85 | 14.69 | 4.11 |
| Yield(%) | 0.00 | 2.20 | 1.50 | 0.90 | 0.45 | 0.30 | 0.22 | … | … | 0.00 | 2.52 | 2.03 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| FAVPX (FAVPX) |
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 |
|---|---|---|---|---|
| FAVPX (FAVPX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart