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
FLELX 18.87% 36.83% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 10/25/2024
More Performance Analytics Comparison
Name Start Date End Date
FLELX 10/25/2024 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -2.99 36.83 NA NA NA NA NA 18.87 19.72 16.24
Sharpe Ratio NA 1.55 NA NA NA NA NA 1.64 0.59 1.99
Standard Deviation(%) NA 21.41 NA NA NA NA NA 25.28 28.49 64.74
Draw Down(%) NA 13.09 NA NA NA NA NA 13.09 28.62 15.90
Yield(%) 0.00 5.23 3.21 1.93 0.96 0.64 0.48 0.00 5.39 3.50
Data as of 06/11/2026, 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
FLELX (FLELX) 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
FLELX (FLELX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return