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FSAVX: AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (MUTUAL FUND)
Basic Info 51.65 0.34(0.65%) April 19
Asset Class: | Consumer Cyclical |
MyPlanIQ Rating: | (71%) |
Start Date: | 08/14/1987 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.03% |
Expenses | 0.89% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/17/1987 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.1 | -2.3 | 14.5 | -1.6 | 13.6 | 8.9 | 15.4 | 8.1 | 8.5 | 32.6 | -37.4 | 29.0 | 63.2 | 28.9 | -13.6 | 24.0 | -5.8 | 0.1 | 4.9 | 46.7 | 26.2 | -26.1 | 46.3 | 122.3 | -61.2 | -0.1 | 13.3 | -1.8 | 7.1 | 43.5 | -6.5 | 22.8 | -7.2 | -13.5 | 5.0 | 16.6 | 16.1 | 13.4 | -12.8 | 35.4 | 41.6 | 37.4 | -6.7 | 4.1 | 20.1 | -28.0 |
Sharpe Ratio | NA | -0.04 | 0.83 | -0.11 | 0.46 | 0.35 | NA | NA | 0.28 | 1.48 | -1.15 | 1.31 | 1.5 | 1.74 | -0.76 | 2.07 | -0.28 | 0.0 | 0.2 | 2.83 | 1.28 | -0.77 | 1.63 | 2.35 | -1.11 | -0.14 | 0.7 | -0.29 | 0.4 | 2.22 | -0.29 | 0.92 | -0.62 | -1.12 | 0.09 | 1.11 | 1.36 | 1.0 | -1.19 | 3.57 | 3.03 | 2.4 | -0.83 | -0.17 | 1.27 | -1.6 |
Draw Down(%) | NA | 6.1 | 16.3 | 41.9 | 43.3 | 43.3 | NA | NA | 81.3 | 16.3 | 41.9 | 10.6 | 43.3 | 13.1 | 23.9 | 5.6 | 23.1 | 18.2 | 17.0 | 5.9 | 22.5 | 39.3 | 21.4 | 46.4 | 72.5 | 20.1 | 14.7 | 12.7 | 14.4 | 16.9 | 33.5 | 29.1 | 22.0 | 24.0 | 33.6 | 10.6 | 11.4 | 6.4 | 23.8 | 4.1 | 14.3 | 8.8 | 29.9 | 12.7 | 11.2 | 35.9 |
Standard Deviation(%) | NA | 17.4 | 18.0 | 25.2 | 28.4 | 24.4 | NA | NA | 23.4 | 19.3 | 34.0 | 22.1 | 41.8 | 15.8 | 19.7 | 11.4 | 21.4 | 18.3 | 24.7 | 16.5 | 20.6 | 34.0 | 28.3 | 51.9 | 56.1 | 21.5 | 14.4 | 13.4 | 15.4 | 19.3 | 26.4 | 22.8 | 18.2 | 15.0 | 19.9 | 11.7 | 9.2 | 9.6 | 13.2 | 9.3 | 12.8 | 13.9 | 14.4 | 9.6 | 12.1 | 38.7 |
Treynor Ratio | NA | -0.01 | 0.13 | -0.02 | 0.12 | 0.08 | NA | NA | 0.07 | 0.25 | -0.32 | 0.23 | 0.6 | 0.27 | -0.16 | 0.2 | -0.05 | 0.0 | 0.05 | 0.37 | 0.19 | -0.19 | 0.32 | 0.74 | -0.52 | -0.03 | 0.09 | -0.04 | 0.05 | 0.44 | -0.09 | 0.26 | -0.22 | -0.32 | 0.02 | 0.27 | 0.26 | 0.16 | -0.18 | 0.47 | 0.48 | 0.48 | -0.16 | -0.03 | 0.27 | -0.88 |
Alpha | NA | -0.09 | -0.04 | -0.04 | 0.0 | -0.01 | NA | NA | 0.0 | 0.01 | -0.08 | -0.02 | 0.13 | -0.01 | -0.04 | 0.0 | -0.08 | 0.0 | -0.03 | 0.02 | 0.02 | -0.12 | 0.08 | 0.19 | -0.13 | -0.02 | -0.01 | -0.02 | -0.02 | 0.05 | 0.06 | 0.13 | -0.02 | -0.1 | -0.06 | 0.0 | 0.01 | -0.03 | -0.06 | 0.09 | 0.11 | 0.05 | -0.02 | -0.05 | 0.03 | -0.13 |
Beta | NA | 1.02 | 1.16 | 1.19 | 1.12 | 1.1 | NA | NA | 1.0 | 1.15 | 1.22 | 1.24 | 1.05 | 1.01 | 0.92 | 1.17 | 1.32 | 1.03 | 1.09 | 1.26 | 1.37 | 1.35 | 1.43 | 1.66 | 1.2 | 1.09 | 1.12 | 0.96 | 1.18 | 0.97 | 0.84 | 0.82 | 0.52 | 0.52 | 0.78 | 0.48 | 0.47 | 0.6 | 0.88 | 0.7 | 0.8 | 0.7 | 0.73 | 0.55 | 0.56 | 0.7 |
RSquared | NA | 0.45 | 0.57 | 0.67 | 0.7 | 0.64 | NA | NA | 0.63 | 0.61 | 0.75 | 0.54 | 0.77 | 0.63 | 0.64 | 0.47 | 0.66 | 0.77 | 0.24 | 0.71 | 0.72 | 0.87 | 0.83 | 0.75 | 0.78 | 0.66 | 0.61 | 0.54 | 0.73 | 0.73 | 0.69 | 0.61 | 0.41 | 0.39 | 0.64 | 0.55 | 0.37 | 0.24 | 0.44 | 0.45 | 0.38 | 0.55 | 0.67 | 0.56 | 0.62 | 0.85 |
Yield(%) | N/A | 0.0 | 1.0 | 1.8 | 5.3 | 6.4 | 17.8 | 6.6 | N/A | 1.1 | 1.5 | 3.2 | 11.9 | 5.1 | 6.5 | 16.2 | 6.4 | 13.9 | 20.8 | 2.2 | 0.9 | 5.2 | 2.0 | 0.5 | 0.8 | 3.2 | 0.2 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.6 | 13.0 | 4.2 | 0.0 | 9.3 | 6.7 | 3.0 | 6.5 | 1.5 | 3.5 | 0.0 | 3.5 |
Dividend Growth(%) | N/A | -100.0 | 46.7 | -56.9 | -62.0 | 199.9 | 319.3 | N/A | N/A | -55.8 | -38.5 | -62.3 | 196.7 | -38.1 | -57.6 | 131.3 | -61.0 | -45.0 | 1219.3 | 214.3 | -88.4 | 266.7 | 842.9 | -75.9 | -76.6 | 1966.7 | -14.3 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -31.2 | 244.6 | N/A | -100.0 | 76.3 | 211.9 | -40.0 | 288.9 | -56.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/17/1987
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