Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEDRRX | NA | 32.46% | 18.12% | 8.06% | NA | NA | NA | … | … |
Data as of 01/06/2022, Common starting date is 05/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEDRRX | 05/13/2013 | 01/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 32.46 | 18.12 | 8.06 | NA | NA | NA | … | … | -0.42 | 35.04 | 8.80 | 15.87 | -17.96 | -1.71 | 8.90 | -0.78 | -15.24 | 14.80 |
| Sharpe Ratio | NA | 1.91 | 0.63 | 0.23 | NA | NA | NA | … | … | -0.87 | 2.07 | 0.19 | 1.01 | -1.19 | -0.21 | 0.68 | -0.05 | -0.66 | 1.64 |
| Standard Deviation(%) | NA | 16.95 | 28.60 | 23.94 | NA | NA | NA | … | … | 26.70 | 16.93 | 44.61 | 14.37 | 16.22 | 10.99 | 12.78 | 17.11 | 22.99 | 14.66 |
| Draw Down(%) | NA | 8.39 | 40.98 | 44.04 | NA | NA | NA | … | … | 2.51 | 8.39 | 40.52 | 11.22 | 24.53 | 8.96 | 8.44 | 17.29 | 27.51 | 7.98 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/06/2022, Common starting date is 05/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEDRRX (FEDRRX) |
-11.65%
Mar 2017 – Mar 2020 |
-6.57%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEDRRX (FEDRRX) |
19.40%
Dec 2018 – Dec 2021 |
7.63%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart