Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGEGX | 7.36% | 19.86% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/25/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGEGX | 10/25/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.23 | 19.86 | NA | NA | NA | NA | NA | … | … | 7.36 | 25.27 | -1.83 |
| Sharpe Ratio | NA | 1.64 | NA | NA | NA | NA | NA | … | … | 1.35 | 1.56 | -1.30 |
| Standard Deviation(%) | NA | 11.44 | NA | NA | NA | NA | NA | … | … | 14.26 | 14.39 | 10.04 |
| Draw Down(%) | NA | 8.74 | NA | NA | NA | NA | NA | … | … | 8.74 | 12.30 | 4.74 |
| Yield(%) | 0.00 | 1.68 | 0.88 | 0.53 | 0.27 | 0.18 | 0.13 | … | … | 0.00 | 1.88 | 0.82 |
Data as of 06/10/2026, Common starting date is 10/25/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGEGX (FGEGX) |
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 |
|---|---|---|---|---|
| FGEGX (FGEGX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart