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
FLG-PA 4.91% 17.13% 8.44% 2.60% NA NA NA
Data as of 06/12/2026, Common starting date is 03/13/2017
More Performance Analytics Comparison
Name Start Date End Date
FLG-PA 03/13/2017 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) -0.44 17.13 8.44 2.60 NA NA NA 4.91 14.90 2.96 10.53 -18.47 4.67 8.64 30.10 -15.31 17.56
Sharpe Ratio NA 1.25 0.19 0.00 NA NA NA 0.71 0.82 -0.02 0.18 -0.93 0.32 0.12 2.28 -1.51 1.75
Standard Deviation(%) NA 11.57 27.89 28.92 NA NA NA 12.34 14.81 42.70 39.60 21.49 14.72 68.36 12.54 11.12 12.29
Draw Down(%) NA 10.68 39.95 44.09 NA NA NA 10.68 13.13 39.95 35.86 26.13 9.28 55.40 9.43 17.75 8.01
Yield(%) 1.76 7.59 7.05 5.55 5.81 3.88 2.91 3.59 7.35 7.12 7.22 5.60 5.71 5.55 6.76 5.62 4.71
Data as of 06/12/2026, Common starting date is 03/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FLG-PA (FLG-PA) -11.74%
Apr 2021 – Apr 2024
-4.18%
Apr 2019 – Apr 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FLG-PA (FLG-PA) 13.95%
Dec 2018 – Dec 2021
8.65%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return