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FDCPX: COMPUTERS PORTFOLIO COMPUTERS PORTFOLIO (MUTUAL FUND)
Basic Info 98.62 1.33(1.37%) May 02
| Asset Class: | Technology |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 12/31/1986 |
| Last Dividend Date: | 04/12/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.73% |
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Performance Analytics (As of 05/02/2025)
| 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(%) | 4.1 | -8.6 | 0.1 | 7.3 | 7.8 | 8.0 | 9.9 | 9.7 | 10.9 | 13.9 | 33.5 | -37.3 | 5.1 | 33.6 | 40.2 | -6.3 | 33.8 | 15.8 | -13.9 | 14.8 | 31.1 | 14.3 | -4.5 | 23.8 | 83.2 | -48.5 | 22.4 | 9.5 | 2.6 | -2.0 | 62.7 | -42.0 | -27.3 | -28.7 | 82.2 | 95.5 | -0.4 | 31.4 | 51.9 | 20.5 | 28.9 | 22.0 | 30.8 | 18.4 | 6.8 | -5.0 | -6.4 | 0.0 |
| Sharpe Ratio | NA | -0.75 | -0.24 | 0.13 | 0.23 | 0.29 | NA | NA | 0.32 | 0.38 | 1.92 | -1.31 | 0.25 | 1.0 | 2.13 | -0.37 | 2.79 | 0.86 | -0.75 | 0.96 | 2.23 | 0.77 | -0.16 | 1.02 | 2.87 | -1.28 | 0.96 | 0.37 | 0.03 | -0.12 | 2.23 | -1.02 | -0.53 | -0.59 | 2.55 | 2.74 | -0.12 | 1.19 | 2.25 | 0.88 | 1.54 | 0.9 | 1.08 | 0.49 | 0.06 | -0.46 | -0.24 | NA |
| Draw Down(%) | NA | 25.5 | 26.5 | 26.5 | 45.5 | 45.5 | NA | NA | 82.0 | 12.9 | 8.4 | 42.6 | 13.5 | 30.9 | 12.1 | 25.0 | 6.3 | 15.3 | 20.6 | 9.8 | 8.6 | 17.0 | 24.0 | 16.3 | 19.9 | 54.1 | 13.8 | 20.0 | 13.4 | 33.3 | 15.3 | 56.0 | 57.7 | 52.8 | 14.3 | 19.9 | 33.2 | 19.7 | 21.1 | 18.8 | 12.0 | 23.7 | 20.6 | 35.1 | 17.4 | 24.7 | 49.2 | 0.0 |
| Standard Deviation(%) | NA | 35.5 | 26.1 | 22.4 | 22.9 | 22.2 | NA | NA | 27.5 | 19.4 | 15.4 | 29.5 | 20.7 | 33.1 | 18.2 | 20.9 | 12.0 | 18.0 | 18.4 | 15.3 | 13.9 | 18.6 | 27.9 | 23.3 | 28.9 | 38.5 | 20.3 | 17.0 | 16.1 | 24.7 | 27.9 | 42.2 | 56.4 | 55.6 | 30.9 | 33.7 | 31.9 | 23.3 | 21.4 | 19.8 | 17.3 | 21.6 | 24.8 | 26.7 | 18.2 | 20.9 | 42.6 | 0.0 |
| Treynor Ratio | NA | -0.36 | -0.09 | 0.04 | 0.07 | 0.08 | NA | NA | 0.1 | 0.1 | 0.42 | -0.52 | 0.07 | 0.46 | 0.43 | -0.09 | 0.37 | 0.16 | -0.14 | 0.15 | 0.32 | 0.13 | -0.04 | 0.21 | 0.84 | -0.54 | 0.19 | 0.06 | 0.0 | -0.02 | 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 | -0.03 | -0.05 | -0.02 | -0.03 | -0.03 | NA | NA | 0.03 | -0.03 | -0.01 | -0.08 | -0.05 | 0.0 | -0.01 | -0.04 | 0.0 | 0.01 | -0.08 | -0.01 | 0.0 | 0.0 | -0.02 | 0.03 | 0.05 | -0.06 | 0.02 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.74 | 0.73 | 0.74 | 0.73 | 0.79 | NA | NA | 0.89 | 0.75 | 0.7 | 0.75 | 0.72 | 0.72 | 0.91 | 0.84 | 0.91 | 0.98 | 0.97 | 0.98 | 0.98 | 1.09 | 1.08 | 1.11 | 0.99 | 0.91 | 1.05 | 1.02 | 1.14 | 1.2 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.76 | 0.73 | 0.8 | 0.7 | 0.77 | NA | NA | 0.31 | 0.72 | 0.75 | 0.77 | 0.49 | 0.78 | 0.81 | 0.88 | 0.72 | 0.83 | 0.88 | 0.81 | 0.79 | 0.93 | 0.95 | 0.93 | 0.91 | 0.92 | 0.85 | 0.89 | 0.89 | 0.85 | 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 | 0.0 | 0.0 | 0.4 | 0.7 | 5.8 | 7.5 | 8.9 | N/A | 0.0 | 0.7 | 0.4 | 0.7 | 1.9 | 14.9 | 17.9 | 13.5 | 7.2 | 3.7 | 3.1 | 8.6 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 20.5 | 21.9 | 0.0 | 28.0 | 6.3 | 19.4 | 0.0 | 8.9 | 0.0 | 3.7 | 1.0 | 0.0 | 0.0 | 2.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -100.0 | -83.6 | -95.0 | 506.2 | -3.8 | N/A | N/A | -97.7 | -4.9 | -36.2 | -50.1 | -84.2 | -36.8 | 59.3 | 107.4 | 57.8 | 37.8 | -58.5 | 3675.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 46.0 | N/A | -100.0 | 442.1 | -56.0 | N/A | -100.0 | N/A | -100.0 | 308.3 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1986
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See Technology Asset Class Trend Rankings |
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