Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFZIVX | NA | 18.90% | -0.09% | NA | NA | NA | NA | … | … |
Data as of 08/29/2024, Common starting date is 08/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFZIVX | 08/05/2020 | 08/29/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 18.90 | -0.09 | NA | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 7.68 | 4.02 | 2.87 | 1.43 | 0.96 | 0.72 | … | … |
Data as of 08/29/2024, Common starting date is 08/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFZIVX (FFZIVX) |
-2.43%
Apr 2021 – Apr 2024 |
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 |
|---|---|---|---|---|
| FFZIVX (FFZIVX) |
-0.33%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart