Find A Portfolio/Ticker
Comparison Box
FSLEX: ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO (MUTUAL FUND)
Basic Info 33.6 0.24(0.71%) April 17
Asset Class: | Industrials |
MyPlanIQ Rating: | (73%) |
Start Date: | 09/28/1989 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.79% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/29/1989 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.9 | 1.9 | 18.9 | 3.1 | 9.7 | 9.3 | 10.8 | 7.6 | 5.2 | 26.3 | -26.1 | 30.3 | 21.6 | 26.8 | -13.4 | 25.2 | 20.7 | -4.6 | 1.9 | 35.0 | 14.1 | -14.3 | 14.9 | 17.2 | -30.4 | 12.4 | 10.5 | 9.4 | 7.4 | 29.0 | -16.4 | -9.3 | 34.5 | -25.8 | -17.0 | 17.9 | 15.6 | 26.1 | -9.6 | -0.6 | -1.4 | 7.7 | -2.5 | 1.4 |
Sharpe Ratio | NA | 1.03 | 1.41 | 0.1 | 0.34 | 0.42 | NA | NA | 0.18 | 1.38 | -0.97 | 1.8 | 0.53 | 1.59 | -0.87 | 2.99 | 1.28 | -0.3 | 0.14 | 2.57 | 0.92 | -0.52 | 0.71 | 0.63 | -0.79 | 0.58 | 0.52 | 0.56 | 0.46 | 1.73 | -0.83 | -0.58 | 1.45 | -1.58 | -0.88 | 1.05 | 1.0 | 1.97 | -1.0 | -0.28 | -0.31 | 0.26 | -0.46 | 0.02 |
Draw Down(%) | NA | 3.6 | 14.1 | 32.7 | 39.8 | 39.8 | NA | NA | 50.2 | 14.1 | 31.5 | 8.4 | 39.8 | 11.8 | 23.4 | 5.3 | 10.8 | 16.6 | 14.2 | 6.5 | 13.0 | 31.4 | 14.8 | 27.2 | 43.6 | 9.6 | 16.9 | 10.3 | 13.6 | 10.9 | 29.0 | 31.2 | 9.6 | 39.0 | 39.2 | 11.2 | 16.0 | 9.4 | 21.1 | 9.9 | 23.2 | 18.4 | 26.8 | 5.6 |
Standard Deviation(%) | NA | 13.5 | 14.1 | 20.6 | 25.2 | 20.5 | NA | NA | 19.3 | 16.1 | 28.3 | 16.8 | 39.8 | 16.0 | 16.9 | 8.3 | 16.1 | 15.6 | 13.0 | 13.6 | 15.5 | 27.4 | 20.9 | 26.9 | 39.5 | 16.4 | 14.0 | 12.8 | 14.3 | 16.4 | 21.0 | 20.6 | 21.0 | 18.3 | 23.0 | 13.6 | 12.0 | 11.3 | 12.6 | 9.7 | 12.0 | 15.0 | 16.7 | 13.8 |
Treynor Ratio | NA | 0.14 | 0.23 | 0.02 | 0.09 | 0.09 | NA | NA | 0.04 | 0.25 | -0.25 | 0.36 | 0.22 | 0.26 | -0.17 | 0.33 | 0.21 | -0.05 | 0.02 | 0.35 | 0.15 | -0.15 | 0.17 | 0.24 | -0.35 | 0.11 | 0.08 | 0.09 | 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 | -0.04 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.02 | -0.08 | 0.04 | 0.03 | -0.01 | -0.01 | 0.03 | 0.0 | 0.0 | -0.02 | -0.02 | -0.01 | -0.05 | -0.03 | 0.0 | 0.04 | 0.0 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.97 | 0.87 | 0.99 | 0.98 | 0.96 | NA | NA | 0.9 | 0.88 | 1.11 | 0.83 | 0.97 | 0.98 | 0.87 | 0.75 | 0.99 | 0.93 | 0.85 | 0.99 | 0.94 | 0.94 | 0.88 | 0.71 | 0.89 | 0.87 | 0.91 | 0.83 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.81 | 0.73 | 0.76 | 0.87 | 0.87 | NA | NA | 0.59 | 0.72 | 0.83 | 0.66 | 0.95 | 0.89 | 0.93 | 0.75 | 0.89 | 0.9 | 0.84 | 0.92 | 0.9 | 0.96 | 0.9 | 0.81 | 0.87 | 0.78 | 0.7 | 0.57 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/1989
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Industrials Asset Class Trend Rankings |
Top Rated Funds in Industrials
Best Mutual Funds
- FSRFX (TRANSPORTATION PORTFOLIO TRANSPORTATION PORTFOLIO) (96%)
- FSDAX (DEFENSE AND AEROSPACE PORTFOLIO DEFENSE AND AEROSPACE PORTFOLIO) (76%)
- FCLIX (FIDELITY ADVISOR INDUSTRIALS FUND CLASS I) (74%)
- FCYIX (INDUSTRIALS PORTFOLIO INDUSTRIALS PORTFOLIO) (74%)
- FSLEX (ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO) (73%)
- FSAIX (AIR TRANPORTATION PORTFOLIO AIR TRANSPORTATION PORTFOLIO) (73%)
- PGIHX (Putnam Global Industrials Fund M Shs) (65%)
- RYPIX (TRANSPORTATION FUND INVESTOR CLASS) (55%)
- VINAX (VANGUARD INDUSTRIALS INDEX FUND ADMIRAL SHARES) (49%)
- FSCGX (INDUSTRIAL EQUIPMENT PORTFOLIO INDUSTRIAL EQUIPMENT PORTFOLIO) (32%)
Best ETFs
- XLI (Industrial Select Sector SPDR® Fund) (95%)
- IYT (iShares Transportation Average ETF) (94%)
- EVX (VanEck Environmental Services ETF) (91%)
- EXI (iShares Global Industrials ETF) (91%)
- FLM (First Trust Global Engineering and Construction ETF) (91%)
- FXR (First Trust Industrials/Producer Durables AlphaDEX® Fund) (90%)
- ITA (iShares U.S. Aerospace & Defense ETF) (87%)
- IYJ (iShares U.S. Industrials ETF) (86%)
- PKB (Invesco Dynamic Building & Construction ETF) (83%)
- PPA (Invesco Aerospace & Defense ETF) (83%)