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FSCGX: INDUSTRIAL EQUIPMENT PORTFOLIO INDUSTRIAL EQUIPMENT PORTFOLIO (MUTUAL FUND)
Basic Info
Asset Class: | Industrials |
MyPlanIQ Rating: | (32%) |
Start Date: | 04/15/1988 |
Last Dividend Date: | 01/23/2018 |
12-Mo. Yield | 2.51% |
Expenses | 0.84% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/18/1988 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.6 | 5.4 | 9.0 | 12.3 | 8.8 | 10.5 | -6.5 | 19.7 | 12.7 | 2.5 | 0.4 | 32.8 | 20.6 | -7.7 | 33.9 | 38.9 | -46.8 | 23.2 | 17.0 | 7.4 | 12.8 | 41.5 | -22.9 | -1.0 | -4.2 | 17.4 | 12.7 | 18.8 | 26.7 | 27.9 | 3.1 | 43.3 | 11.8 | 26.8 | -15.5 | 18.0 | -5.7 |
Sharpe Ratio | NA | 0.5 | 0.6 | 0.59 | 0.31 | NA | NA | 0.39 | -1.25 | 1.94 | 0.82 | 0.15 | 0.02 | 2.41 | 1.21 | -0.25 | 1.4 | 1.11 | -1.09 | 1.16 | 0.96 | 0.39 | 0.77 | 2.19 | -0.84 | -0.13 | -0.32 | 0.88 | 0.48 | 1.04 | 2.02 | 1.88 | 0.02 | 4.47 | 0.76 | 1.67 | -1.27 | 1.04 | -1.03 |
Draw Down(%) | NA | 12.0 | 14.9 | 16.0 | 62.7 | NA | NA | 64.3 | 12.0 | 4.3 | 10.3 | 14.9 | 16.0 | 6.2 | 14.6 | 31.1 | 19.9 | 35.6 | 58.0 | 11.5 | 16.3 | 10.2 | 9.6 | 17.5 | 38.5 | 32.6 | 22.0 | 14.4 | 28.6 | 14.3 | 10.1 | 10.3 | 14.5 | 4.2 | 14.9 | 9.9 | 33.4 | 12.0 | 18.9 |
Standard Deviation(%) | NA | 16.0 | 15.6 | 16.8 | 25.1 | NA | NA | 20.1 | 49.4 | 9.9 | 15.2 | 16.2 | 21.8 | 13.6 | 17.1 | 31.0 | 24.1 | 34.8 | 43.6 | 17.4 | 14.4 | 13.7 | 15.5 | 18.6 | 28.6 | 26.4 | 25.9 | 16.0 | 19.6 | 14.6 | 11.3 | 12.8 | 11.0 | 9.2 | 12.3 | 13.7 | 16.3 | 11.7 | 12.5 |
Treynor Ratio | NA | 0.08 | 0.1 | 0.1 | 0.08 | NA | NA | 0.08 | -0.43 | 0.19 | 0.13 | 0.02 | 0.0 | 0.32 | 0.19 | -0.07 | 0.32 | 0.38 | -0.46 | 0.2 | 0.13 | 0.05 | 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 |
Alpha | NA | -0.05 | -0.02 | -0.02 | -0.01 | NA | NA | 0.02 | -0.8 | 0.0 | -0.02 | 0.02 | -0.03 | -0.03 | 0.01 | -0.02 | 0.02 | 0.05 | -0.04 | 0.03 | 0.0 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.96 | 0.98 | 0.99 | 1.03 | NA | NA | 1.03 | 1.45 | 0.98 | 0.98 | 0.99 | 1.01 | 1.01 | 1.08 | 1.08 | 1.06 | 1.01 | 1.03 | 1.02 | 1.06 | 1.06 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.35 | 0.75 | 0.67 | 0.91 | NA | NA | 0.53 | 0.08 | 0.89 | 0.95 | 0.95 | 0.41 | 0.97 | 0.96 | 0.98 | 0.99 | 0.98 | 0.98 | 0.96 | 0.9 | 0.81 | 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 | 20.1 | 11.0 | 12.0 | 8.0 | 12.9 | 8.3 | N/A | 12.6 | 6.5 | 5.6 | 5.5 | 18.2 | 8.2 | 1.4 | 1.1 | 0.6 | 1.2 | 2.4 | 6.6 | 1.6 | 6.8 | 4.0 | 0.0 | 0.0 | 0.1 | 10.2 | 13.0 | 3.9 | 21.4 | 16.8 | 10.8 | 0.9 | 3.0 | 0.5 | 1.1 | 0.8 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 303.0 | 3.0 | 1060.1 | 109.0 | N/A | N/A | N/A | 116.4 | 27.4 | -2.9 | -74.9 | 164.4 | 593.3 | 25.0 | 140.0 | -34.8 | -72.6 | -59.2 | 379.1 | -76.1 | 83.7 | N/A | N/A | -100.0 | -98.9 | -20.3 | 264.1 | -82.6 | 36.1 | 84.8 | 1135.3 | -58.5 | 583.3 | -45.5 | 22.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/18/1988
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