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
FVYGFX NA 12.25% NA NA NA NA NA
Data as of 12/09/2021, Common starting date is 12/11/2019
More Performance Analytics Comparison
Name Start Date End Date
FVYGFX 12/11/2019 12/09/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 1.37 12.25 NA NA NA NA NA 9.82 -5.65 0.56
Sharpe Ratio NA 1.10 NA NA NA NA NA 0.92 -0.15 1.66
Standard Deviation(%) NA 11.14 NA NA NA NA NA 11.42 39.52 6.34
Draw Down(%) NA 8.81 NA NA NA NA NA 8.81 44.25 1.11
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/09/2021, Common starting date is 12/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FVYGFX (FVYGFX) 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
FVYGFX (FVYGFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return