Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FBCEX 13.30% 37.74% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
Name Start Date End Date
FBCEX 10/11/2024 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 (%) -2.66 37.74 NA NA NA NA NA 13.30 19.26 6.90
Sharpe Ratio NA 1.96 NA NA NA NA NA 1.56 0.62 1.79
Standard Deviation(%) NA 17.94 NA NA NA NA NA 20.12 26.38 18.21
Draw Down(%) NA 12.75 NA NA NA NA NA 12.75 27.16 4.07
Yield(%) 0.00 2.28 1.12 0.67 0.34 0.22 0.17 0.00 2.23 1.00
Data as of 06/05/2026, Common starting date is 10/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FBCEX (FBCEX) 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
FBCEX (FBCEX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return