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FSCPX: CONSUMER DISCRETIONARY PORTFOLIO CONSUMER DISCRETIONARY PORTFOLIO (MUTUAL FUND)
Basic Info 62.92 0.82(1.32%) March 27
Asset Class: | Consumer Cyclical |
MyPlanIQ Rating: | (71%) |
Start Date: | 12/20/1990 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.10% |
Expenses | 0.76% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/24/1993 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 7.1 | 38.3 | 4.2 | 12.3 | 11.7 | 16.0 | 10.1 | 10.2 | 41.8 | -34.9 | 19.2 | 35.7 | 27.1 | -1.0 | 22.1 | 4.3 | 5.4 | 10.2 | 41.1 | 21.0 | -1.7 | 31.2 | 38.1 | -34.6 | -8.4 | 13.0 | 2.8 | 9.3 | 23.9 | -17.1 | -3.2 | -9.3 | 10.1 | 27.5 | 38.0 | 13.1 | 28.3 | -7.1 | 24.6 | 1.0 | 36.1 | 0.7 |
Sharpe Ratio | NA | 1.53 | 1.85 | 0.03 | 0.41 | 0.48 | NA | NA | 0.45 | 1.94 | -1.0 | 1.03 | 1.01 | 1.82 | -0.12 | 2.64 | 0.28 | 0.33 | 0.78 | 3.32 | 1.47 | -0.07 | 1.47 | 1.28 | -0.82 | -0.65 | 0.85 | 0.06 | 0.68 | 1.51 | -0.86 | -0.36 | -0.68 | 0.46 | 1.26 | 2.27 | 0.71 | 2.38 | -0.95 | 1.94 | -0.12 | 2.24 | 4.17 |
Draw Down(%) | NA | 4.0 | 15.6 | 39.2 | 39.2 | 39.2 | NA | NA | 57.7 | 15.6 | 37.5 | 10.5 | 35.7 | 9.0 | 22.3 | 5.1 | 13.2 | 11.3 | 8.3 | 5.3 | 9.7 | 20.5 | 19.2 | 26.0 | 49.7 | 16.7 | 9.1 | 9.0 | 13.9 | 12.5 | 27.1 | 19.4 | 18.7 | 11.9 | 21.0 | 8.7 | 15.5 | 5.6 | 13.9 | 8.9 | 11.7 | 6.2 | 0.4 |
Standard Deviation(%) | NA | 16.0 | 17.6 | 26.0 | 26.4 | 21.4 | NA | NA | 19.4 | 19.6 | 36.5 | 18.6 | 34.8 | 14.1 | 19.9 | 8.2 | 14.5 | 16.1 | 13.1 | 12.4 | 14.3 | 24.7 | 21.2 | 29.8 | 43.3 | 17.7 | 11.5 | 11.4 | 12.3 | 15.3 | 21.0 | 15.5 | 19.7 | 15.1 | 19.2 | 15.1 | 13.4 | 10.3 | 10.6 | 11.6 | 11.8 | 14.4 | 7.3 |
Treynor Ratio | NA | 0.2 | 0.25 | 0.01 | 0.1 | 0.1 | NA | NA | 0.09 | 0.3 | -0.26 | 0.16 | 0.37 | 0.25 | -0.02 | 0.24 | 0.04 | 0.06 | 0.11 | 0.41 | 0.21 | -0.02 | 0.28 | 0.37 | -0.36 | -0.11 | 0.1 | 0.01 | 0.08 | 0.28 | -0.24 | -0.09 | -0.21 | 0.09 | 0.28 | 0.47 | 0.11 | 0.25 | -0.13 | 0.26 | -0.02 | 0.4 | 0.45 |
Alpha | NA | -0.1 | -0.02 | -0.04 | -0.01 | -0.01 | NA | NA | 0.0 | 0.03 | -0.05 | -0.05 | 0.06 | -0.02 | 0.02 | 0.01 | -0.03 | 0.02 | -0.01 | 0.03 | 0.02 | -0.01 | 0.05 | 0.04 | 0.02 | -0.06 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | -0.02 | 0.01 | 0.04 | -0.02 | -0.02 | -0.03 | 0.05 | -0.02 | 0.03 | 0.1 |
Beta | NA | 1.24 | 1.29 | 1.33 | 1.11 | 1.08 | NA | NA | 0.94 | 1.28 | 1.37 | 1.19 | 0.94 | 1.03 | 1.09 | 0.91 | 0.98 | 0.96 | 0.93 | 1.01 | 0.99 | 1.01 | 1.1 | 1.02 | 1.0 | 1.02 | 1.0 | 0.98 | 0.99 | 0.84 | 0.74 | 0.6 | 0.64 | 0.75 | 0.88 | 0.73 | 0.9 | 0.97 | 0.77 | 0.88 | 0.86 | 0.81 | 0.68 |
RSquared | NA | 0.75 | 0.72 | 0.79 | 0.8 | 0.8 | NA | NA | 0.79 | 0.74 | 0.83 | 0.71 | 0.89 | 0.83 | 0.87 | 0.55 | 0.79 | 0.85 | 0.65 | 0.82 | 0.77 | 0.92 | 0.88 | 0.87 | 0.89 | 0.85 | 0.76 | 0.79 | 0.8 | 0.87 | 0.85 | 0.71 | 0.51 | 0.82 | 0.88 | 0.78 | 0.62 | 0.54 | 0.53 | 0.45 | 0.53 | 0.68 | 0.58 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/24/1993
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