Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFHMY | NA | 7.09% | 5.15% | 5.69% | NA | NA | NA | … | … |
Data as of 08/13/2025, Common starting date is 07/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFHMY | 07/26/2017 | 08/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.04 | 7.09 | 5.15 | 5.69 | NA | NA | NA | … | … | 7.09 | 5.75 | 2.67 | 6.64 | 6.37 | 6.77 | 5.97 | 5.48 | 7.55 |
| Sharpe Ratio | NA | 0.57 | 0.29 | 0.58 | NA | NA | NA | … | … | 1.00 | 0.38 | -0.17 | 0.81 | 1.03 | 0.99 | 0.78 | 0.77 | 1.58 |
| Standard Deviation(%) | NA | 6.89 | 6.08 | 6.17 | NA | NA | NA | … | … | 8.80 | 5.59 | 5.70 | 6.44 | 6.18 | 6.54 | 5.80 | 5.34 | 11.06 |
| Draw Down(%) | NA | 0.05 | 2.44 | 2.44 | NA | NA | NA | … | … | 0.05 | 0.00 | 2.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 6.62 | 6.63 | 5.37 | 5.56 | 5.00 | 3.33 | 2.50 | … | … | 6.63 | 5.44 | 4.86 | 6.22 | 5.99 | 6.34 | 5.64 | 5.19 | 7.02 |
Data as of 08/13/2025, Common starting date is 07/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFHMY (FFHMY) |
5.01%
Aug 2021 – Aug 2024 |
5.63%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFHMY (FFHMY) |
6.59%
Aug 2019 – Aug 2022 |
6.24%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart