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
FDUGUX NA -11.12% NA NA NA NA NA
Data as of 03/11/2022, Common starting date is 12/14/2020
More Performance Analytics Comparison
Name Start Date End Date
FDUGUX 12/14/2020 03/11/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020
Annualized Return (%) -2.14 -11.12 NA NA NA NA NA -15.39 4.16 1.10
Sharpe Ratio NA -1.13 NA NA NA NA NA -3.97 0.48 5.16
Standard Deviation(%) NA 9.89 NA NA NA NA NA 14.74 8.56 5.01
Draw Down(%) NA 17.37 NA NA NA NA NA 15.55 5.50 0.52
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/11/2022, Common starting date is 12/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FDUGUX (FDUGUX) 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
FDUGUX (FDUGUX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return