Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FGL_old (Fidelity & Guaranty Life) NA 26.58% 8.17% 4.83% -16.11% NA NA
Data as of 11/01/2024, Common starting date is 12/13/2013
More Performance Analytics Comparison
Name Start Date End Date
FGL_old (Fidelity & Guaranty Life) 12/13/2013 11/01/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 26.58 8.17 4.83 -16.11 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(%) 0.00 0.00 0.00 0.35 0.37 0.28
Data as of 11/01/2024, Common starting date is 12/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FGL_old (Fidelity & Guaranty Life) -44.19%
Oct 2021 – Oct 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
FGL_old (Fidelity & Guaranty Life) 14.49%
Sep 2014 – Sep 2017
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return