Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSFMX | 31.41% | 55.30% | NA | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSFMX | 10/11/2024 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.67 | 55.30 | NA | NA | NA | NA | NA | … | … | 31.41 | 12.48 | -0.83 |
| Sharpe Ratio | NA | 2.08 | NA | NA | NA | NA | NA | … | … | 2.47 | 0.38 | -0.37 |
| Standard Deviation(%) | NA | 21.12 | NA | NA | NA | NA | NA | … | … | 24.48 | 25.21 | 18.50 |
| Draw Down(%) | NA | 12.88 | NA | NA | NA | NA | NA | … | … | 12.88 | 26.97 | 5.99 |
| Yield(%) | 0.00 | 13.28 | 6.80 | 4.08 | 2.04 | 1.36 | 1.02 | … | … | 0.00 | 12.58 | 8.96 |
Data as of 06/18/2026, 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 |
|---|---|---|---|---|
| FSFMX (FSFMX) |
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 |
|---|---|---|---|---|
| FSFMX (FSFMX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart