Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMCX (FM Focus Equity ETF) | 4.59% | 13.50% | 14.88% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/25/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMCX (FM Focus Equity ETF) | 04/25/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 13.50 | 14.88 | NA | NA | NA | NA | … | … | 4.59 | 11.32 | 19.09 | 21.95 | -11.16 |
| Sharpe Ratio | NA | 0.75 | 0.83 | NA | NA | NA | NA | … | … | 0.43 | 0.55 | 1.19 | 1.47 | -0.72 |
| Standard Deviation(%) | NA | 15.12 | 14.68 | NA | NA | NA | NA | … | … | 19.83 | 15.42 | 12.95 | 12.53 | 24.70 |
| Draw Down(%) | NA | 12.59 | 17.71 | NA | NA | NA | NA | … | … | 12.59 | 17.71 | 6.71 | 11.66 | 17.33 |
| Yield(%) | 0.00 | 0.38 | 1.53 | 1.11 | 0.56 | 0.37 | 0.28 | … | … | 0.00 | 0.39 | 2.49 | 1.62 | 1.05 |
Data as of 06/11/2026, Common starting date is 04/25/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCX (FM Focus Equity ETF) |
10.80%
May 2022 – May 2025 |
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 |
|---|---|---|---|---|
| FMCX (FM Focus Equity ETF) |
20.53%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart