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FSPCX: INSURANCE PORTFOLIO INSURANCE PORTFOLIO (MUTUAL FUND)
Basic Info 82.36 0.89(1.09%) May 01
Asset Class: | Financial |
MyPlanIQ Rating: | (97%) |
Start Date: | 12/31/1986 |
Last Dividend Date: | 04/12/2024 |
12-Mo. Yield | 0.93% |
Expenses | 0.81% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1987 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 11.0 | 24.4 | 13.9 | 14.0 | 12.2 | 15.0 | 8.5 | 11.6 | 13.0 | 7.8 | 29.3 | 0.0 | 30.1 | -11.6 | 15.5 | 18.2 | 3.4 | 10.2 | 43.9 | 19.6 | -5.2 | 20.2 | 21.8 | -47.0 | -4.5 | 11.4 | 13.8 | 12.8 | 27.5 | -5.6 | -4.9 | 53.3 | -6.0 | 20.3 | 47.0 | 23.7 | 34.8 | -0.3 | 8.2 | 22.5 | 36.7 | -9.8 | 37.8 | 17.4 | -12.2 | 0.0 |
Sharpe Ratio | NA | 2.5 | 1.75 | 0.67 | 0.51 | 0.56 | NA | NA | 0.46 | 0.56 | 0.29 | 1.73 | -0.01 | 2.19 | -0.79 | 1.62 | 1.17 | 0.22 | 0.71 | 3.52 | 1.49 | -0.19 | 0.93 | 0.51 | -0.84 | -0.42 | 0.8 | 0.99 | 0.95 | 1.53 | -0.27 | -0.36 | 1.91 | -0.5 | 0.79 | 2.96 | 1.92 | 3.84 | -0.36 | 0.65 | 2.33 | 2.85 | -1.14 | 3.15 | 1.14 | -0.6 | NA |
Draw Down(%) | NA | 7.3 | 7.3 | 16.6 | 43.7 | 43.7 | NA | NA | 69.5 | 12.7 | 16.6 | 8.5 | 43.7 | 5.7 | 22.1 | 7.1 | 11.6 | 10.4 | 9.6 | 5.7 | 9.2 | 25.7 | 15.5 | 37.8 | 64.3 | 14.6 | 8.1 | 10.1 | 13.6 | 18.6 | 23.7 | 21.7 | 24.4 | 23.6 | 31.5 | 9.2 | 7.8 | 4.1 | 10.5 | 11.7 | 5.7 | 10.3 | 26.3 | 6.6 | 6.8 | 30.6 | 0.0 |
Standard Deviation(%) | NA | 11.2 | 12.7 | 17.8 | 24.3 | 19.9 | NA | NA | 20.7 | 15.8 | 21.9 | 16.9 | 42.1 | 13.1 | 16.4 | 9.2 | 15.3 | 15.6 | 14.4 | 12.5 | 13.3 | 27.9 | 21.8 | 42.7 | 56.7 | 18.0 | 10.2 | 11.7 | 12.5 | 17.5 | 24.7 | 20.4 | 25.7 | 18.2 | 21.4 | 14.7 | 10.4 | 8.1 | 9.3 | 9.4 | 8.5 | 11.5 | 13.1 | 10.2 | 11.1 | 26.9 | 0.0 |
Treynor Ratio | NA | 0.48 | 0.37 | 0.15 | 0.15 | 0.13 | NA | NA | 0.12 | 0.13 | 0.08 | 0.36 | 0.0 | 0.39 | -0.16 | 0.26 | 0.23 | 0.04 | 0.11 | 0.51 | 0.27 | -0.06 | 0.24 | 0.32 | -0.62 | -0.1 | 0.1 | 0.13 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
Alpha | NA | 0.05 | 0.02 | 0.03 | 0.02 | 0.01 | NA | NA | 0.03 | 0.01 | 0.07 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.05 | 0.0 | 0.03 | 0.03 | 0.03 | -0.05 | 0.04 | -0.01 | 0.04 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.58 | 0.6 | 0.78 | 0.83 | 0.82 | NA | NA | 0.77 | 0.69 | 0.81 | 0.82 | 0.87 | 0.74 | 0.81 | 0.58 | 0.8 | 0.91 | 0.95 | 0.85 | 0.74 | 0.82 | 0.83 | 0.67 | 0.77 | 0.75 | 0.78 | 0.89 | 0.86 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.38 | 0.44 | 0.77 | 0.87 | 0.85 | NA | NA | 0.6 | 0.6 | 0.86 | 0.85 | 0.94 | 0.75 | 0.85 | 0.66 | 0.88 | 0.92 | 0.64 | 0.87 | 0.85 | 0.94 | 0.89 | 0.88 | 0.81 | 0.89 | 0.75 | 0.75 | 0.61 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 3.5 | 9.0 | 6.3 | 7.6 | 9.5 | 16.1 | 7.3 | N/A | 8.8 | 0.8 | 10.2 | 7.9 | 8.4 | 22.6 | 12.8 | 3.3 | 3.1 | 10.8 | 9.9 | 3.3 | 0.8 | 0.9 | 1.0 | 0.9 | 6.8 | 7.3 | 3.0 | 1.2 | 3.0 | 3.4 | 0.7 | 2.3 | 15.3 | 10.1 | 15.0 | 5.7 | 4.0 | 0.0 | 9.7 | 9.6 | 1.9 | 0.0 | 1.4 | 0.9 | 1.3 | 0.0 |
Dividend Growth(%) | N/A | -58.2 | 96.1 | -40.7 | -39.9 | 153.8 | 109.6 | N/A | N/A | 1081.8 | -90.5 | 13.2 | 15.2 | -74.9 | 78.9 | 356.4 | 3.3 | -71.1 | 39.8 | 250.3 | 282.1 | 2.6 | 11.8 | -39.3 | -88.5 | -3.6 | 171.0 | 169.6 | -49.6 | -16.5 | 397.0 | -57.1 | -88.3 | 65.8 | -12.3 | 206.8 | 87.3 | N/A | -100.0 | 13.2 | 569.2 | N/A | -100.0 | 66.7 | -35.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1987
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