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
FHCUQX NA 29.75% NA NA NA NA NA
Data as of 10/10/2024, Common starting date is 10/12/2022
More Performance Analytics Comparison
Name Start Date End Date
FHCUQX 10/12/2022 10/10/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) 1.68 29.75 NA NA NA NA NA 19.52 2.08 13.84
Sharpe Ratio NA 1.65 NA NA NA NA NA 1.40 -0.14 3.40
Standard Deviation(%) NA 14.09 NA NA NA NA NA 13.34 15.94 23.00
Draw Down(%) NA 9.06 NA NA NA NA NA 9.06 15.93 6.21
Yield(%) 0.00 3.41 2.56 1.53 0.77 0.51 0.38 2.91 3.13 0.85
Data as of 10/10/2024, Common starting date is 10/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FHCUQX (FHCUQX) 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
FHCUQX (FHCUQX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return