Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGSHX | 11.54% | 14.86% | 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 |
|---|---|---|
| FGSHX | 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 (%) | 5.21 | 14.86 | NA | NA | NA | NA | NA | … | … | 11.54 | 11.51 | 3.13 |
| Sharpe Ratio | NA | 0.54 | NA | NA | NA | NA | NA | … | … | 0.96 | 0.33 | 0.35 |
| Standard Deviation(%) | NA | 20.70 | NA | NA | NA | NA | NA | … | … | 24.87 | 26.33 | 34.42 |
| Draw Down(%) | NA | 13.31 | NA | NA | NA | NA | NA | … | … | 12.57 | 26.15 | 10.41 |
| Yield(%) | 0.00 | 9.32 | 5.75 | 3.45 | 1.72 | 1.15 | 0.86 | … | … | 0.00 | 10.01 | 7.58 |
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 |
|---|---|---|---|---|
| FGSHX (FGSHX) |
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 |
|---|---|---|---|---|
| FGSHX (FGSHX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart