Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBCZOX | 0.36% | 5.37% | 0.06% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/27/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBCZOX | 10/27/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 5.37 | 0.06 | NA | NA | NA | NA | … | … | 0.36 | -3.03 | -0.57 | 7.69 | 8.13 |
| Sharpe Ratio | NA | 0.60 | -0.40 | NA | NA | NA | NA | … | … | -0.33 | -0.63 | -1.10 | 0.39 | 5.36 |
| Standard Deviation(%) | NA | 4.56 | 7.98 | NA | NA | NA | NA | … | … | 5.12 | 9.49 | 6.54 | 8.86 | 9.99 |
| Draw Down(%) | NA | 4.03 | 13.42 | NA | NA | NA | NA | … | … | 4.03 | 9.99 | 5.62 | 13.75 | 3.59 |
| Yield(%) | 0.00 | 0.00 | 1.77 | 1.58 | 0.79 | 0.53 | 0.39 | … | … | 0.00 | 0.00 | 3.29 | 3.42 | 0.50 |
Data as of 06/05/2026, Common starting date is 10/27/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBCZOX (FBCZOX) |
-1.04%
Jan 2023 – Jan 2026 |
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 |
|---|---|---|---|---|
| FBCZOX (FBCZOX) |
1.50%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart