Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBAOX | 7.47% | 21.52% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/25/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBAOX | 10/25/2024 | 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 (%) | -1.74 | 21.52 | NA | NA | NA | NA | NA | … | … | 7.47 | 14.81 | 2.61 |
| Sharpe Ratio | NA | 2.13 | NA | NA | NA | NA | NA | … | … | 1.50 | 0.99 | 1.12 |
| Standard Deviation(%) | NA | 8.87 | NA | NA | NA | NA | NA | … | … | 10.57 | 12.12 | 11.03 |
| Draw Down(%) | NA | 6.48 | NA | NA | NA | NA | NA | … | … | 6.48 | 12.61 | 3.42 |
| Yield(%) | 0.00 | 5.45 | 2.46 | 1.48 | 0.74 | 0.49 | 0.37 | … | … | 0.00 | 5.87 | 1.44 |
Data as of 06/05/2026, Common starting date is 10/25/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBAOX (FBAOX) |
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 |
|---|---|---|---|---|
| FBAOX (FBAOX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart