FPA Queens Road Value Fund
BRAGG CAPITAL TRUST

Average annual returns

No trailing-return data available for this share class.

Risk statistics

39 months through May 31, 2023
Volatility (ann.)
16.70%
Sharpe
0.82
Sortino
1.55
Max drawdown
-20.77%
Best month
12.78%
Worst month
-11.85%
Beta vs VTSAX
0.81
Correlation
0.88

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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