Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIPGTX | NA | 28.03% | 12.65% | NA | NA | NA | NA | … | … |
Data as of 10/07/2021, Common starting date is 01/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIPGTX | 01/09/2018 | 10/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.16 | 28.03 | 12.65 | NA | NA | NA | NA | … | … | 15.69 | 13.76 | 24.30 | -15.33 |
| Sharpe Ratio | NA | 1.90 | 0.48 | NA | NA | NA | NA | … | … | 1.48 | 0.35 | 1.84 | -1.19 |
| Standard Deviation(%) | NA | 14.77 | 24.94 | NA | NA | NA | NA | … | … | 14.10 | 38.62 | 12.43 | 14.27 |
| Draw Down(%) | NA | 7.17 | 37.75 | NA | NA | NA | NA | … | … | 5.65 | 37.75 | 7.43 | 22.37 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/07/2021, Common starting date is 01/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIPGTX (FIPGTX) |
9.22%
Feb 2018 – Feb 2021 |
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 |
|---|---|---|---|---|
| FIPGTX (FIPGTX) |
12.50%
Apr 2018 – Apr 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart