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FBMPX: MULTIMEDIA PORTFOLIO MULTIMEDIA PORTFOLIO (MUTUAL FUND)
Basic Info 126.78 1.31(1.04%) July 14
| Asset Class: | Consumer Cyclical |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 12/31/1986 |
| Last Dividend Date: | 04/11/2025 |
| 12-Mo. Yield | 4.08% |
| Expenses | 1.07% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1986 |
2024 | 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(%) | 0.8 | 15.8 | 26.8 | 28.1 | 16.1 | 12.9 | 16.0 | 12.3 | 13.4 | 32.9 | 56.9 | -38.3 | 16.0 | 35.5 | 33.1 | -3.5 | 12.6 | 9.5 | -2.3 | 8.8 | 45.7 | 34.2 | 1.8 | 26.0 | 54.4 | -39.3 | -9.3 | 14.0 | 7.4 | 3.1 | 43.9 | -12.8 | -1.0 | -23.3 | 44.1 | 35.7 | 30.9 | 1.1 | 33.7 | 4.0 | 38.0 | 21.5 | 37.8 | -26.2 | 32.4 | 26.8 | 20.0 | 0.0 |
| Sharpe Ratio | NA | 0.99 | 0.95 | 1.12 | 0.57 | 0.51 | NA | NA | 0.53 | 1.63 | 2.66 | -1.21 | 0.92 | 1.04 | 1.95 | -0.24 | 1.07 | 0.61 | -0.13 | 0.5 | 3.28 | 2.46 | 0.07 | 1.23 | 1.61 | -0.9 | -0.77 | 0.91 | 0.46 | 0.14 | 1.83 | -0.37 | -0.13 | -1.05 | 2.05 | 1.55 | 1.76 | -0.21 | 2.77 | 0.08 | 3.32 | 2.0 | 2.36 | -1.94 | 2.15 | 1.69 | 0.65 | NA |
| Draw Down(%) | NA | 23.2 | 23.2 | 24.6 | 47.4 | 47.4 | NA | NA | 61.8 | 10.8 | 12.8 | 42.1 | 14.5 | 30.5 | 10.6 | 15.8 | 8.2 | 13.4 | 17.3 | 9.4 | 6.5 | 8.0 | 25.8 | 15.9 | 29.7 | 54.3 | 17.5 | 11.2 | 7.9 | 18.1 | 21.0 | 39.7 | 31.0 | 29.0 | 10.5 | 26.3 | 10.5 | 17.1 | 7.4 | 12.0 | 8.5 | 6.6 | 10.9 | 39.2 | 12.5 | 7.5 | 32.1 | 0.0 |
| Standard Deviation(%) | NA | 27.3 | 23.4 | 22.9 | 23.3 | 22.0 | NA | NA | 21.0 | 18.0 | 20.2 | 32.9 | 17.3 | 33.6 | 16.2 | 19.8 | 11.2 | 15.2 | 17.6 | 17.6 | 13.9 | 14.0 | 26.5 | 21.1 | 33.7 | 44.5 | 16.2 | 11.8 | 11.2 | 14.6 | 23.6 | 38.1 | 25.9 | 26.2 | 19.9 | 20.8 | 15.4 | 12.5 | 10.7 | 11.0 | 10.7 | 9.4 | 14.3 | 16.3 | 12.3 | 13.0 | 24.1 | 0.0 |
| Treynor Ratio | NA | 0.26 | 0.21 | 0.22 | 0.12 | 0.11 | NA | NA | 0.12 | 0.26 | 0.41 | -0.33 | 0.15 | 0.41 | 0.28 | -0.05 | 0.14 | 0.09 | -0.02 | 0.08 | 0.43 | 0.35 | 0.02 | 0.24 | 0.47 | -0.39 | -0.14 | 0.11 | 0.06 | 0.02 | 0.37 | -0.12 | -0.03 | -0.33 | 0.46 | 0.36 | 0.41 | -0.03 | 0.31 | 0.01 | 0.43 | 0.3 | 0.48 | -0.4 | 0.4 | 0.41 | 0.25 | 1.0 |
| Alpha | NA | 0.05 | 0.04 | 0.03 | -0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.07 | -0.09 | -0.05 | 0.06 | 0.0 | 0.01 | -0.02 | -0.01 | -0.01 | -0.02 | 0.03 | 0.06 | 0.0 | 0.03 | 0.07 | 0.0 | -0.06 | 0.0 | 0.01 | -0.03 | 0.03 | 0.08 | 0.05 | -0.07 | 0.08 | 0.03 | 0.03 | -0.06 | 0.0 | 0.01 | 0.1 | 0.05 | 0.05 | -0.11 | 0.04 | 0.06 | 0.05 | NA |
| Beta | NA | 1.05 | 1.04 | 1.15 | 1.16 | 1.01 | NA | NA | 0.95 | 1.12 | 1.3 | 1.21 | 1.08 | 0.85 | 1.11 | 0.98 | 0.85 | 1.0 | 0.93 | 1.06 | 1.07 | 0.98 | 1.08 | 1.1 | 1.15 | 1.04 | 0.89 | 0.96 | 0.87 | 1.07 | 1.17 | 1.17 | 1.03 | 0.83 | 0.88 | 0.9 | 0.66 | 0.78 | 0.94 | 0.78 | 0.82 | 0.64 | 0.71 | 0.79 | 0.67 | 0.53 | 0.62 | NA |
| RSquared | NA | 0.83 | 0.79 | 0.74 | 0.74 | 0.72 | NA | NA | 0.7 | 0.62 | 0.7 | 0.8 | 0.68 | 0.77 | 0.73 | 0.71 | 0.26 | 0.74 | 0.67 | 0.47 | 0.72 | 0.79 | 0.91 | 0.88 | 0.86 | 0.91 | 0.78 | 0.67 | 0.65 | 0.67 | 0.72 | 0.64 | 0.73 | 0.49 | 0.65 | 0.79 | 0.61 | 0.54 | 0.47 | 0.49 | 0.46 | 0.45 | 0.53 | 0.61 | 0.5 | 0.48 | 0.7 | 0.0 |
| Yield(%) | N/A | 1.4 | 4.1 | 3.7 | 4.0 | 7.2 | 13.6 | 9.7 | N/A | 6.0 | 0.0 | 0.0 | 6.6 | 4.8 | 33.6 | 12.6 | 5.8 | 7.8 | 6.7 | 8.8 | 4.2 | 1.0 | 1.3 | 0.5 | 0.5 | 2.5 | 12.9 | 12.8 | 1.8 | 2.9 | 9.8 | 0.0 | 0.0 | 7.6 | 3.9 | 7.0 | 6.0 | 4.1 | 10.6 | 13.6 | 3.7 | 1.6 | 0.0 | 0.0 | 19.9 | 6.8 | 8.0 | 0.0 |
| Dividend Growth(%) | N/A | -69.1 | 63.8 | -44.5 | -71.2 | 133.0 | 133.2 | N/A | N/A | N/A | N/A | -100.0 | 72.1 | -86.3 | 121.5 | 133.4 | -21.3 | 4.6 | -24.7 | 185.9 | 478.6 | -24.6 | 247.0 | 31.2 | -86.4 | -85.2 | 0.0 | 678.8 | -38.5 | -62.5 | N/A | N/A | -100.0 | 165.0 | -28.3 | 44.1 | 42.1 | -51.6 | -31.2 | 393.8 | 182.6 | N/A | N/A | -100.0 | 242.7 | -5.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1986
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