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FSHCX: HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO (MUTUAL FUND)
Basic Info 107.77 0.69(0.64%) May 02
| Asset Class: | Health |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 06/30/1986 |
| Last Dividend Date: | 04/12/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.73% |
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Performance Analytics (As of 05/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/30/1986 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 8.3 | -11.2 | -6.4 | 1.3 | 5.4 | 10.2 | 8.4 | 8.6 | -25.3 | 1.3 | -3.8 | 12.0 | 18.6 | 19.9 | 10.2 | 24.5 | 2.3 | 6.9 | 24.0 | 35.4 | 10.5 | 10.2 | 15.5 | 49.0 | -44.5 | 16.8 | -1.6 | 29.1 | 45.5 | 30.2 | -12.1 | -2.3 | 67.8 | -29.6 | -10.4 | -1.4 | -2.0 | 23.3 | 14.9 | 5.5 | -20.5 | 66.7 | 12.9 | 54.7 | 15.8 | -16.9 | -18.1 |
| Sharpe Ratio | NA | 0.79 | -0.95 | -0.58 | -0.07 | 0.16 | NA | NA | 0.3 | -1.6 | -0.19 | -0.23 | 0.71 | 0.44 | 0.94 | 0.49 | 2.17 | 0.12 | 0.39 | 1.62 | 3.06 | 0.69 | 0.39 | 0.82 | 1.6 | -1.2 | 1.06 | -0.36 | 2.16 | 2.46 | 1.37 | -0.43 | -0.21 | 2.75 | -1.53 | -0.58 | -0.2 | -0.32 | 1.31 | 0.83 | 0.18 | -0.9 | 3.09 | 0.36 | 3.98 | 0.84 | -0.78 | -2.69 |
| Draw Down(%) | NA | 12.5 | 26.7 | 28.7 | 31.0 | 35.5 | NA | NA | 57.8 | 27.8 | 9.4 | 20.1 | 10.9 | 35.5 | 19.7 | 19.1 | 5.9 | 14.2 | 14.3 | 6.6 | 3.8 | 13.1 | 24.6 | 17.8 | 28.5 | 57.3 | 10.5 | 14.0 | 5.4 | 9.9 | 15.7 | 32.6 | 19.8 | 19.5 | 39.1 | 38.2 | 19.2 | 18.7 | 9.5 | 13.8 | 25.7 | 38.0 | 12.9 | 22.7 | 10.6 | 7.4 | 38.9 | 19.3 |
| Standard Deviation(%) | NA | 25.4 | 22.8 | 19.7 | 20.1 | 21.7 | NA | NA | 21.2 | 19.9 | 15.9 | 22.4 | 16.9 | 41.2 | 19.6 | 18.3 | 11.0 | 17.0 | 17.9 | 14.8 | 11.5 | 15.2 | 26.2 | 18.7 | 30.6 | 37.7 | 13.1 | 13.6 | 12.5 | 18.1 | 21.5 | 30.9 | 22.2 | 23.2 | 21.4 | 23.5 | 24.0 | 17.3 | 14.8 | 14.4 | 19.2 | 25.3 | 20.3 | 20.8 | 12.3 | 13.1 | 26.7 | 13.5 |
| Treynor Ratio | NA | 0.33 | -0.45 | -0.16 | -0.02 | 0.04 | NA | NA | 0.06 | -0.68 | -0.04 | -0.06 | 0.16 | 0.14 | 0.18 | 0.09 | 0.35 | 0.02 | 0.07 | 0.31 | 0.39 | 0.09 | 0.07 | 0.12 | 0.34 | -0.39 | 0.14 | -0.05 | 0.27 | 0.43 | 0.3 | -0.16 | -0.04 | 0.76 | -0.43 | -0.13 | -0.04 | -0.05 | 0.17 | 0.15 | 0.03 | -0.16 | 0.6 | 0.06 | 0.58 | 0.21 | -0.28 | -0.69 |
| Alpha | NA | 0.12 | -0.04 | -0.02 | 0.01 | 0.02 | NA | NA | -0.01 | -0.1 | 0.01 | 0.01 | 0.03 | 0.06 | -0.01 | 0.04 | 0.05 | 0.04 | -0.02 | 0.01 | -0.01 | -0.03 | -0.02 | 0.03 | 0.06 | -0.13 | 0.05 | -0.05 | 0.05 | 0.12 | 0.02 | 0.0 | 0.03 | 0.05 | -0.16 | -0.18 | -0.11 | -0.08 | -0.08 | 0.03 | -0.02 | -0.07 | 0.05 | -0.02 | 0.08 | 0.0 | -0.07 | -0.13 |
| Beta | NA | 0.61 | 0.48 | 0.72 | 0.81 | 0.97 | NA | NA | 1.0 | 0.47 | 0.83 | 0.92 | 0.75 | 1.33 | 1.04 | 0.98 | 0.68 | 0.85 | 0.93 | 0.77 | 0.9 | 1.21 | 1.37 | 1.29 | 1.46 | 1.16 | 0.96 | 1.04 | 1.01 | 1.03 | 0.99 | 0.84 | 1.16 | 0.83 | 0.77 | 1.09 | 1.16 | 1.03 | 1.17 | 0.8 | 1.1 | 1.43 | 1.05 | 1.2 | 0.84 | 0.54 | 0.74 | 0.53 |
| RSquared | NA | 0.23 | 0.13 | 0.35 | 0.41 | 0.58 | NA | NA | 0.54 | 0.12 | 0.42 | 0.69 | 0.3 | 0.84 | 0.51 | 0.72 | 0.38 | 0.65 | 0.77 | 0.45 | 0.67 | 0.63 | 0.9 | 0.78 | 0.77 | 0.78 | 0.64 | 0.5 | 0.48 | 0.33 | 0.42 | 0.31 | 0.63 | 0.48 | 0.29 | 0.54 | 0.42 | 0.32 | 0.33 | 0.3 | 0.51 | 0.45 | 0.48 | 0.67 | 0.49 | 0.39 | 0.66 | 0.34 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.2 | 0.2 | 3.6 | 7.1 | 6.3 | N/A | 0.0 | 0.4 | 0.2 | 0.2 | 0.9 | 0.3 | 12.5 | 14.5 | 4.6 | 4.2 | 10.2 | 7.5 | 5.7 | 0.0 | 0.0 | 0.0 | 0.7 | 8.6 | 8.9 | 6.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 0.0 | 0.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -100.0 | -48.5 | -96.0 | 15.9 | 286.8 | N/A | N/A | -97.2 | 51.0 | 3.7 | -68.4 | 224.3 | -97.5 | -6.0 | 216.1 | 11.3 | -54.0 | 70.7 | 36.7 | N/A | -100.0 | N/A | -100.0 | -90.9 | -14.5 | 66.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/1986
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