Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOTJX | 19.43% | 47.66% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOTJX | 10/11/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.94 | 47.66 | NA | NA | NA | NA | NA | … | … | 19.43 | 22.25 | 6.88 |
| Sharpe Ratio | NA | 2.75 | NA | NA | NA | NA | NA | … | … | 2.59 | 0.81 | 1.85 |
| Standard Deviation(%) | NA | 18.54 | NA | NA | NA | NA | NA | … | … | 21.84 | 24.06 | 17.50 |
| Draw Down(%) | NA | 11.27 | NA | NA | NA | NA | NA | … | … | 11.27 | 24.82 | 3.91 |
| Yield(%) | 0.00 | 8.91 | 4.20 | 2.52 | 1.26 | 0.84 | 0.63 | … | … | 0.00 | 8.79 | 3.49 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| FOTJX (FOTJX) |
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 |
|---|---|---|---|---|
| FOTJX (FOTJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart