Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUIKWX | 0.68% | 7.10% | 1.49% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUIKWX | 11/16/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 7.10 | 1.49 | NA | NA | NA | NA | … | … | 0.68 | -3.63 | 0.75 | 9.85 | -27.47 | 0.16 |
| Sharpe Ratio | NA | 0.69 | -0.17 | NA | NA | NA | NA | … | … | -0.09 | -0.59 | -0.66 | 0.54 | -2.35 | 0.39 |
| Standard Deviation(%) | NA | 5.93 | 9.71 | NA | NA | NA | NA | … | … | 6.80 | 11.10 | 8.85 | 10.38 | 12.32 | 3.19 |
| Draw Down(%) | NA | 5.39 | 16.72 | NA | NA | NA | NA | … | … | 5.39 | 12.14 | 7.07 | 16.05 | 34.64 | 0.99 |
| Yield(%) | 0.00 | 0.00 | 1.56 | 1.43 | 0.72 | 0.48 | 0.36 | … | … | 0.00 | 0.00 | 3.05 | 3.10 | 2.51 | 0.16 |
Data as of 06/10/2026, Common starting date is 11/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUIKWX (FUIKWX) |
-6.83%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| FUIKWX (FUIKWX) |
6.33%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart