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FSTCX: TELECOMMUNICATIONS PORTFOLIO TELECOMMUNICATIONS PORTFOLIO (MUTUAL FUND)
Basic Info 43.58 0.56(1.30%) April 26
Asset Class: | Communications |
MyPlanIQ Rating: | (74%) |
Start Date: | 07/29/1985 |
Last Dividend Date: | 04/05/2024 |
12-Mo. Yield | 3.03% |
Expenses | 1.13% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/29/1985 |
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 | 1985 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | -4.5 | 3.4 | -8.1 | 1.9 | 4.2 | 7.7 | 5.6 | 8.8 | 7.3 | -17.0 | -2.7 | 20.6 | 20.4 | -8.0 | 1.9 | 22.8 | 2.2 | 3.6 | 21.6 | 18.6 | -4.2 | 18.3 | 51.6 | -47.6 | 8.2 | 26.8 | 5.1 | 17.6 | 25.5 | -29.3 | -28.0 | -37.0 | 67.9 | 40.8 | 25.6 | 5.1 | 29.7 | 4.3 | 29.9 | 15.3 | 30.9 | -16.4 | 50.9 | 27.8 | 15.2 | 19.8 | 10.0 |
Sharpe Ratio | NA | -1.03 | -0.02 | -0.58 | 0.02 | 0.18 | NA | NA | 0.32 | 0.16 | -0.91 | -0.2 | 0.7 | 1.4 | -0.54 | 0.1 | 1.51 | 0.15 | 0.29 | 1.82 | 1.57 | -0.19 | 1.05 | 1.84 | -0.97 | 0.28 | 1.65 | 0.25 | 0.95 | 0.95 | -0.78 | -1.04 | -1.01 | 2.84 | 1.28 | 1.18 | 0.12 | 2.51 | 0.14 | 2.45 | 1.35 | 1.95 | -1.2 | 3.38 | 1.88 | 0.47 | 1.48 | 2.54 |
Draw Down(%) | NA | 10.3 | 12.7 | 34.1 | 34.1 | 34.1 | NA | NA | 82.7 | 21.1 | 26.9 | 16.2 | 24.7 | 7.5 | 17.4 | 11.5 | 9.1 | 13.0 | 9.0 | 8.0 | 7.9 | 21.9 | 11.9 | 13.8 | 60.9 | 17.6 | 11.3 | 11.0 | 15.7 | 24.9 | 54.7 | 41.0 | 52.3 | 14.8 | 37.1 | 13.2 | 10.9 | 6.5 | 8.0 | 12.5 | 7.2 | 8.9 | 28.2 | 8.5 | 6.6 | 24.9 | 7.3 | 5.4 |
Standard Deviation(%) | NA | 16.5 | 18.3 | 17.8 | 20.0 | 17.4 | NA | NA | 21.0 | 18.6 | 20.4 | 13.3 | 29.1 | 13.6 | 17.3 | 12.3 | 15.0 | 14.6 | 12.4 | 11.8 | 11.9 | 22.0 | 17.4 | 27.9 | 49.9 | 19.1 | 14.3 | 11.7 | 17.5 | 26.1 | 39.0 | 29.6 | 40.5 | 22.8 | 29.3 | 18.6 | 13.3 | 10.3 | 10.0 | 11.3 | 9.5 | 13.9 | 18.0 | 13.4 | 12.2 | 23.7 | 10.5 | 7.9 |
Treynor Ratio | NA | -0.44 | -0.01 | -0.16 | 0.0 | 0.04 | NA | NA | 0.07 | 0.04 | -0.28 | -0.04 | 0.26 | 0.24 | -0.12 | 0.01 | 0.24 | 0.03 | 0.04 | 0.27 | 0.26 | -0.05 | 0.21 | 0.56 | -0.42 | 0.05 | 0.21 | 0.03 | 0.13 | 0.19 | -0.26 | -0.26 | -0.29 | 0.6 | 0.31 | 0.34 | 0.02 | 0.28 | 0.02 | 0.31 | 0.19 | 0.35 | -0.23 | 0.53 | 0.36 | 0.38 | 0.32 | 0.89 |
Alpha | NA | -0.09 | -0.05 | -0.05 | -0.03 | -0.02 | NA | NA | 0.0 | -0.04 | -0.02 | -0.08 | 0.02 | -0.01 | -0.02 | -0.07 | 0.04 | 0.01 | -0.03 | -0.01 | 0.03 | -0.02 | 0.02 | 0.08 | -0.03 | 0.01 | 0.03 | 0.0 | 0.02 | -0.03 | -0.01 | -0.06 | -0.11 | 0.13 | 0.03 | 0.01 | -0.04 | -0.02 | 0.01 | 0.07 | 0.03 | 0.02 | -0.06 | 0.08 | 0.05 | 0.04 | 0.05 | 0.06 |
Beta | NA | 0.38 | 0.6 | 0.64 | 0.72 | 0.75 | NA | NA | 0.89 | 0.69 | 0.65 | 0.66 | 0.78 | 0.79 | 0.78 | 0.96 | 0.94 | 0.82 | 0.81 | 0.8 | 0.72 | 0.88 | 0.88 | 0.92 | 1.15 | 1.03 | 1.14 | 0.87 | 1.28 | 1.32 | 1.16 | 1.18 | 1.4 | 1.08 | 1.19 | 0.64 | 0.7 | 0.94 | 0.8 | 0.89 | 0.68 | 0.78 | 0.93 | 0.86 | 0.64 | 0.29 | 0.49 | 0.23 |
RSquared | NA | 0.07 | 0.15 | 0.39 | 0.6 | 0.59 | NA | NA | 0.61 | 0.24 | 0.6 | 0.43 | 0.85 | 0.52 | 0.6 | 0.27 | 0.67 | 0.75 | 0.55 | 0.57 | 0.59 | 0.87 | 0.83 | 0.81 | 0.89 | 0.75 | 0.63 | 0.58 | 0.66 | 0.74 | 0.6 | 0.73 | 0.59 | 0.74 | 0.7 | 0.4 | 0.38 | 0.5 | 0.63 | 0.48 | 0.51 | 0.68 | 0.69 | 0.7 | 0.79 | 0.17 | 0.57 | 0.15 |
Yield(%) | N/A | 0.4 | 2.9 | 5.8 | 7.6 | 7.4 | 10.1 | 7.2 | N/A | 3.8 | 6.2 | 13.0 | 9.0 | 3.8 | 2.9 | 16.7 | 7.5 | 2.0 | 3.7 | 2.5 | 2.5 | 1.4 | 2.1 | 1.3 | 1.2 | 1.1 | 1.4 | 0.9 | 1.5 | 0.2 | 0.1 | 0.0 | 10.6 | 17.7 | 6.6 | 15.7 | 13.4 | 8.4 | 4.3 | 13.7 | 2.3 | 1.3 | 1.6 | 5.9 | 1.0 | 2.8 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -88.2 | -50.8 | 18.0 | 5.0 | 430.8 | 12.8 | N/A | N/A | -52.9 | -59.2 | 60.1 | 170.6 | 20.0 | -85.8 | 168.1 | 276.5 | -46.2 | 71.3 | 18.3 | 67.7 | -25.3 | 141.7 | -41.0 | 15.1 | 0.0 | 60.6 | -32.7 | 880.0 | 66.7 | 50.0 | -99.8 | -11.6 | 256.7 | -53.3 | 5.1 | 94.9 | 97.5 | -64.0 | 569.7 | 135.7 | -34.9 | -60.9 | 633.3 | -60.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/29/1985
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