Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGEHX | 7.13% | 19.29% | 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 |
|---|---|---|
| FGEHX | 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 (%) | -3.20 | 19.29 | NA | NA | NA | NA | NA | … | … | 7.13 | 24.66 | -1.93 |
| Sharpe Ratio | NA | 1.58 | NA | NA | NA | NA | NA | … | … | 1.30 | 1.52 | -1.35 |
| Standard Deviation(%) | NA | 11.47 | NA | NA | NA | NA | NA | … | … | 14.31 | 14.41 | 10.00 |
| Draw Down(%) | NA | 8.73 | NA | NA | NA | NA | NA | … | … | 8.73 | 12.41 | 4.70 |
| Yield(%) | 0.00 | 1.36 | 0.73 | 0.44 | 0.22 | 0.15 | 0.11 | … | … | 0.00 | 1.52 | 0.72 |
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 |
|---|---|---|---|---|
| FGEHX (FGEHX) |
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 |
|---|---|---|---|---|
| FGEHX (FGEHX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart