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
FBCKX 16.71% 41.27% NA NA NA NA NA
Data as of 06/17/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
Name Start Date End Date
FBCKX 10/11/2024 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 5.13 41.27 NA NA NA NA NA 16.71 19.99 7.04
Sharpe Ratio NA 1.95 NA NA NA NA NA 1.66 0.65 1.83
Standard Deviation(%) NA 18.29 NA NA NA NA NA 20.43 26.38 18.21
Draw Down(%) NA 12.63 NA NA NA NA NA 12.63 27.06 4.07
Yield(%) 0.00 2.26 1.16 0.70 0.35 0.23 0.17 0.00 2.23 1.12
Data as of 06/17/2026, 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
FBCKX (FBCKX) 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
FBCKX (FBCKX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return