Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FORBX | 3.66% | 8.89% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FORBX | 12/23/2024 | 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 (%) | 0.10 | 8.89 | NA | NA | NA | NA | NA | … | … | 3.66 | 8.68 | 0.11 |
| Sharpe Ratio | NA | 6.55 | NA | NA | NA | NA | NA | … | … | 6.04 | 5.28 | NA |
| Standard Deviation(%) | NA | 0.95 | NA | NA | NA | NA | NA | … | … | 0.99 | 1.10 | NA |
| Draw Down(%) | NA | 0.10 | NA | NA | NA | NA | NA | … | … | 0.10 | 0.83 | NA |
| Yield(%) | 0.00 | 8.35 | 4.07 | 2.44 | 1.22 | 0.81 | 0.61 | … | … | 2.89 | 8.20 | 1.24 |
Data as of 06/11/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORBX (FORBX) |
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 |
|---|---|---|---|---|
| FORBX (FORBX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart