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FSDCX: COMMUNICATIONS EQUIPMENT PORTFOLIO COMMUNICATIONS EQUIPMENT PORTFOLIO (MUTUAL FUND)
Basic Info
| Asset Class: | Technology |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 03/23/1993 |
| Last Dividend Date: | 11/09/2021 |
| 12-Mo. Yield | 12.72% |
| Expenses | 0.87% |
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Performance Analytics (As of 12/06/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/23/1993 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 23.4 | 9.0 | 10.1 | 10.0 | 7.9 | 6.2 | 9.1 | 20.1 | 8.4 | 6.1 | 4.0 | 11.7 | 19.9 | -10.2 | 15.0 | 28.2 | 6.0 | -16.7 | 27.9 | 80.7 | -48.5 | 9.8 | 2.2 | 3.5 | 16.5 | 68.1 | -47.8 | -36.1 | -29.6 | 123.3 | 67.0 | 5.6 | 14.5 | 17.2 | 15.2 | 26.6 |
| Sharpe Ratio | NA | 1.16 | 0.33 | 0.42 | 0.48 | NA | NA | 0.26 | 1.06 | 0.23 | 0.25 | 0.13 | 0.93 | 1.04 | -0.58 | 1.04 | 1.88 | 0.29 | -0.51 | 1.18 | 2.62 | -1.16 | 0.32 | -0.05 | 0.08 | 0.56 | 2.78 | -1.28 | -0.9 | -0.58 | 3.88 | 2.0 | 0.08 | 0.69 | 0.87 | 0.8 | 2.42 |
| Draw Down(%) | NA | 9.7 | 39.0 | 39.0 | 39.0 | NA | NA | 86.5 | 9.7 | 31.1 | 19.2 | 19.6 | 6.1 | 15.9 | 17.2 | 11.7 | 8.6 | 25.0 | 34.6 | 16.6 | 17.1 | 58.4 | 16.4 | 25.9 | 18.7 | 32.5 | 15.1 | 58.9 | 50.2 | 53.3 | 16.3 | 28.1 | 21.8 | 16.0 | 21.3 | 19.0 | 10.4 |
| Standard Deviation(%) | NA | 20.0 | 25.9 | 22.3 | 20.1 | NA | NA | 27.1 | 20.5 | 34.7 | 18.8 | 19.8 | 11.9 | 18.8 | 17.5 | 14.4 | 15.0 | 20.3 | 33.0 | 23.7 | 30.7 | 42.5 | 21.5 | 19.7 | 16.4 | 27.7 | 24.3 | 38.3 | 43.1 | 58.3 | 31.0 | 31.8 | 25.6 | 15.9 | 15.4 | 15.3 | 13.7 |
| Treynor Ratio | NA | 0.38 | 0.11 | 0.13 | 0.12 | NA | NA | 0.08 | 0.35 | 0.11 | 0.06 | 0.03 | 0.15 | 0.21 | -0.12 | 0.17 | 0.3 | 0.06 | -0.13 | 0.25 | 0.78 | -0.5 | 0.06 | -0.01 | 0.01 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | -0.06 | -0.04 | -0.03 | NA | NA | 0.01 | 0.02 | -0.08 | -0.1 | 0.01 | -0.05 | 0.03 | -0.06 | 0.0 | 0.0 | -0.03 | -0.07 | 0.05 | 0.04 | -0.04 | -0.02 | -0.03 | 0.0 | 0.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.62 | 0.75 | 0.75 | 0.81 | NA | NA | 0.95 | 0.62 | 0.77 | 0.81 | 0.77 | 0.74 | 0.92 | 0.83 | 0.89 | 0.94 | 1.07 | 1.25 | 1.11 | 1.03 | 0.98 | 1.08 | 1.13 | 1.11 | 1.2 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.34 | 0.68 | 0.68 | 0.68 | NA | NA | 0.37 | 0.34 | 0.8 | 0.6 | 0.82 | 0.48 | 0.67 | 0.73 | 0.75 | 0.63 | 0.75 | 0.9 | 0.9 | 0.88 | 0.89 | 0.8 | 0.81 | 0.81 | 0.68 | 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 | 12.7 | 6.3 | 6.2 | 6.0 | 4.5 | 3.5 | N/A | 12.3 | 0.4 | 5.5 | 7.6 | 1.9 | 1.3 | 3.0 | 7.0 | 0.8 | 0.9 | 0.1 | 0.2 | 0.5 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 23.8 | 10.1 | 0.4 | 20.7 | 0.0 | 25.0 | 8.8 | 8.9 |
| Dividend Growth(%) | N/A | 278.1 | 111.8 | 166.5 | 8367.5 | N/A | N/A | N/A | 2869.0 | -91.8 | -32.3 | 352.9 | 68.7 | -61.5 | -53.9 | 926.5 | 3.6 | 589.3 | -37.8 | -18.2 | 22.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 403.3 | 4285.7 | -98.4 | N/A | -100.0 | 199.4 | 13.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/23/1993
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See Technology Asset Class Trend Rankings |
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