Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLEOX | 19.20% | 37.67% | 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 |
|---|---|---|
| FLEOX | 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 (%) | -2.98 | 37.67 | NA | NA | NA | NA | NA | … | … | 19.20 | 20.46 | -19.77 |
| Sharpe Ratio | NA | 1.59 | NA | NA | NA | NA | NA | … | … | 1.68 | 0.62 | -1.34 |
| Standard Deviation(%) | NA | 21.43 | NA | NA | NA | NA | NA | … | … | 25.29 | 28.50 | 55.15 |
| Draw Down(%) | NA | 13.04 | NA | NA | NA | NA | NA | … | … | 13.04 | 28.51 | 21.75 |
| Yield(%) | 0.00 | 5.21 | 2.19 | 1.31 | 0.66 | 0.44 | 0.33 | … | … | 0.00 | 5.39 | 2.34 |
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 |
|---|---|---|---|---|
| FLEOX (FLEOX) |
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 |
|---|---|---|---|---|
| FLEOX (FLEOX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart