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FSCHX: CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (MUTUAL FUND)
Basic Info 12.66 0.14(1.12%) May 02
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 07/29/1985 |
| Last Dividend Date: | 04/12/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.75% |
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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 07/29/1985 |
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 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | -5.8 | -14.1 | -8.0 | 6.0 | 2.3 | 7.2 | 7.9 | 9.0 | -12.8 | 7.1 | -21.6 | 31.4 | 17.5 | 8.2 | -22.2 | 31.8 | 18.0 | -5.1 | 4.5 | 29.9 | 30.0 | 0.3 | 30.7 | 65.3 | -43.3 | 28.4 | 16.8 | 1.1 | 32.8 | 35.1 | -9.6 | 12.4 | 2.9 | 16.6 | -25.4 | 5.2 | 13.6 | 11.1 | 11.9 | 0.9 | -3.4 | 34.3 | -6.8 | 11.2 | 21.0 | 14.6 | 26.4 | 23.9 |
| Sharpe Ratio | NA | -0.69 | -0.98 | -0.57 | 0.15 | 0.03 | NA | NA | 0.31 | -1.14 | 0.15 | -0.86 | 1.64 | 0.41 | 0.35 | -1.06 | 2.44 | 1.09 | -0.29 | 0.31 | 2.16 | 1.75 | 0.01 | 1.32 | 2.02 | -0.85 | 1.36 | 0.94 | -0.06 | 1.93 | 1.86 | -0.37 | 0.45 | -0.05 | 0.8 | -1.42 | 0.1 | 0.88 | 0.45 | 0.84 | -0.1 | -0.49 | 2.52 | -0.88 | 0.5 | 1.15 | 0.3 | 1.86 | 6.23 |
| Draw Down(%) | NA | 20.7 | 29.1 | 35.0 | 38.6 | 51.7 | NA | NA | 59.2 | 18.2 | 14.6 | 27.0 | 11.1 | 39.1 | 17.8 | 32.2 | 4.4 | 13.0 | 22.6 | 12.7 | 6.5 | 11.6 | 28.8 | 20.9 | 20.9 | 59.2 | 10.8 | 12.2 | 16.0 | 9.0 | 13.9 | 25.9 | 26.3 | 22.4 | 15.6 | 36.3 | 16.5 | 10.3 | 11.2 | 12.2 | 7.7 | 13.4 | 7.9 | 22.8 | 13.4 | 11.2 | 38.4 | 9.3 | 2.1 |
| Standard Deviation(%) | NA | 28.3 | 20.8 | 21.8 | 22.2 | 23.1 | NA | NA | 21.6 | 17.1 | 18.6 | 26.8 | 19.1 | 42.2 | 19.5 | 22.2 | 12.8 | 16.3 | 17.8 | 14.8 | 13.8 | 17.3 | 30.9 | 23.2 | 32.3 | 52.2 | 18.8 | 14.5 | 16.4 | 16.6 | 18.5 | 28.8 | 22.4 | 26.2 | 16.8 | 20.2 | 16.3 | 11.5 | 15.9 | 10.6 | 11.5 | 11.9 | 12.1 | 13.7 | 11.0 | 14.1 | 34.6 | 11.9 | 9.7 |
| Treynor Ratio | NA | -0.21 | -0.26 | -0.19 | 0.05 | 0.01 | NA | NA | 0.11 | -0.33 | 0.04 | -0.4 | 0.46 | 0.23 | 0.07 | -0.26 | 0.7 | 0.41 | -0.1 | 0.09 | 0.46 | 0.48 | 0.0 | 0.35 | 0.92 | -0.62 | 0.42 | 0.46 | -0.03 | 0.68 | 0.88 | -0.14 | 0.34 | -0.05 | 0.29 | -0.53 | 0.03 | 0.13 | 0.1 | 0.11 | -0.03 | -0.19 | 0.98 | -0.24 | 0.11 | 0.5 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.11 | -0.05 | -0.03 | -0.01 | 0.0 | NA | NA | 0.02 | -0.04 | 0.03 | -0.11 | 0.04 | 0.07 | -0.02 | -0.03 | 0.1 | 0.02 | 0.04 | 0.05 | 0.07 | 0.1 | 0.03 | 0.05 | 0.08 | -0.05 | 0.01 | 0.05 | -0.05 | 0.06 | 0.08 | -0.04 | 0.06 | -0.02 | 0.01 | -0.08 | 0.05 | 0.01 | 0.01 | 0.04 | -0.03 | -0.01 | 0.11 | -0.03 | -0.01 | 0.06 | NA | NA | NA |
| Beta | NA | 0.93 | 0.78 | 0.67 | 0.7 | 0.72 | NA | NA | 0.64 | 0.59 | 0.69 | 0.58 | 0.68 | 0.76 | 1.01 | 0.91 | 0.45 | 0.44 | 0.52 | 0.53 | 0.65 | 0.64 | 0.86 | 0.88 | 0.71 | 0.72 | 0.61 | 0.29 | 0.31 | 0.47 | 0.39 | 0.75 | 0.3 | 0.23 | 0.47 | 0.54 | 0.64 | 0.76 | 0.7 | 0.81 | 0.38 | 0.3 | 0.31 | 0.5 | 0.49 | 0.32 | NA | NA | NA |
| RSquared | NA | 0.76 | 0.58 | 0.51 | 0.54 | 0.58 | NA | NA | 0.45 | 0.32 | 0.5 | 0.44 | 0.63 | 0.45 | 0.53 | 0.61 | 0.28 | 0.49 | 0.57 | 0.51 | 0.57 | 0.64 | 0.86 | 0.8 | 0.72 | 0.77 | 0.57 | 0.26 | 0.19 | 0.26 | 0.1 | 0.39 | 0.11 | 0.05 | 0.27 | 0.27 | 0.27 | 0.29 | 0.11 | 0.53 | 0.11 | 0.07 | 0.07 | 0.12 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.7 | 1.3 | 4.0 | 6.9 | 7.9 | N/A | 0.1 | 1.2 | 0.8 | 1.0 | 1.3 | 7.0 | 10.1 | 9.7 | 5.5 | 5.9 | 3.9 | 6.6 | 4.6 | 0.6 | 3.2 | 2.2 | 0.9 | 4.4 | 15.9 | 3.3 | 1.1 | 0.9 | 1.2 | 0.8 | 0.7 | 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 |
| Dividend Growth(%) | N/A | -100.0 | -100.0 | -54.4 | -87.9 | 40.6 | 280.1 | N/A | N/A | -94.3 | 11.5 | 10.6 | -10.1 | -81.7 | -52.9 | 26.9 | 106.1 | -18.5 | 53.0 | -30.6 | 80.2 | 626.0 | -74.9 | 128.7 | 54.3 | -76.3 | -72.8 | 383.5 | 300.0 | 51.4 | -30.2 | 65.6 | 23.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/29/1985
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