Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSFNX | 23.54% | 30.81% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSFNX | 10/11/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | 30.81 | NA | NA | NA | NA | NA | … | … | 23.54 | 1.30 | 9.49 |
| Sharpe Ratio | NA | 1.11 | NA | NA | NA | NA | NA | … | … | 2.30 | -0.06 | 1.69 |
| Standard Deviation(%) | NA | 24.97 | NA | NA | NA | NA | NA | … | … | 23.81 | 28.91 | 28.49 |
| Draw Down(%) | NA | 20.22 | NA | NA | NA | NA | NA | … | … | 12.76 | 26.83 | 5.26 |
| Yield(%) | 0.00 | 0.00 | 5.92 | 3.55 | 1.78 | 1.18 | 0.89 | … | … | 0.00 | 0.00 | 17.77 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| FSFNX (FSFNX) |
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 |
|---|---|---|---|---|
| FSFNX (FSFNX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart