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
FULTP (Fulton Financial Corporation) -1.07% 9.04% 11.08% -0.84% NA NA NA
Data as of 06/09/2026, Common starting date is 11/04/2020
More Performance Analytics Comparison
Name Start Date End Date
FULTP (Fulton Financial Corporation) 11/04/2020 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -0.97 9.04 11.08 -0.84 NA NA NA -1.07 1.89 26.38 -8.04 -20.48 5.71 2.26
Sharpe Ratio NA 0.55 0.50 -0.18 NA NA NA -0.27 -0.06 1.21 -0.47 -1.14 0.57 2.92
Standard Deviation(%) NA 12.23 16.71 18.42 NA NA NA 12.48 15.50 18.84 24.99 19.28 9.97 5.30
Draw Down(%) NA 9.82 13.47 41.02 NA NA NA 5.98 12.03 10.41 30.74 23.96 5.49 2.38
Yield(%) 0.00 7.12 7.78 4.84 2.72 1.81 1.36 1.69 6.38 7.56 6.48 4.88 4.92 1.05
Data as of 06/09/2026, Common starting date is 11/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FULTP (Fulton Financial Corporation) -8.22%
Dec 2020 – Dec 2023
-1.22%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FULTP (Fulton Financial Corporation) 12.17%
May 2023 – May 2026
0.94%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return