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
FLPFX 10.94% 21.06% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
Name Start Date End Date
FLPFX 10/11/2024 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 (%) 0.66 21.06 NA NA NA NA NA 10.94 14.62 -4.11
Sharpe Ratio NA 1.44 NA NA NA NA NA 1.44 0.70 -1.66
Standard Deviation(%) NA 12.63 NA NA NA NA NA 13.32 16.74 12.49
Draw Down(%) NA 8.86 NA NA NA NA NA 8.86 15.87 7.08
Yield(%) 0.00 13.22 5.67 3.40 1.70 1.13 0.85 0.00 13.94 4.27
Data as of 06/11/2026, Common starting date is 10/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FLPFX (FLPFX) 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
FLPFX (FLPFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return