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
FLEMX 18.60% 36.13% 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
FLEMX 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 (%) -3.00 36.13 NA NA NA NA NA 18.60 19.11 0.35
Sharpe Ratio NA 1.51 NA NA NA NA NA 1.61 0.57 -0.06
Standard Deviation(%) NA 21.43 NA NA NA NA NA 25.29 28.51 19.99
Draw Down(%) NA 13.14 NA NA NA NA NA 13.14 28.70 7.57
Yield(%) 0.00 5.24 2.71 1.63 0.81 0.54 0.41 0.00 5.39 2.83
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
FLEMX (FLEMX) 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
FLEMX (FLEMX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return