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
FSFOZX NA 22.47% NA NA NA NA NA
Data as of 11/04/2021, Common starting date is 11/05/2019
More Performance Analytics Comparison
Name Start Date End Date
FSFOZX 11/05/2019 11/04/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -0.25 22.47 NA NA NA NA NA 9.76 -5.91 2.29
Sharpe Ratio NA 3.08 NA NA NA NA NA 1.62 -0.18 3.76
Standard Deviation(%) NA 7.28 NA NA NA NA NA 7.19 34.61 4.05
Draw Down(%) NA 3.43 NA NA NA NA NA 3.43 42.50 0.78
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/04/2021, Common starting date is 11/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FSFOZX (FSFOZX) 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
FSFOZX (FSFOZX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return