Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FAAFX (THE FAIRHOLME ALLOCATION FUND THE FAIRHOLME ALLOCATION FUND) | NA | 1,173,899.44% | 2,252.01% | 571.83% | 154.93% | NA | NA | 121.12% |
Data as of 08/31/2023, AR inception is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAAFX (THE FAIRHOLME ALLOCATION FUND THE FAIRHOLME ALLOCATION FUND) | 01/03/2011 | 08/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 971,374.70 | 1,173,899.44 | 2,252.01 | 571.83 | 154.93 | NA | NA | 121.12 | 27.18 | -11.22 | -3.05 | 23.07 | 12.11 | -17.48 | -5.87 | 15.04 | -14.89 | -9.02 | 45.51 | 9.55 | -14.00 |
| Sharpe Ratio | NA | 1.09 | 0.49 | 0.36 | 0.07 | NA | NA | 0.11 | 2.74 | -0.56 | -0.16 | 1.12 | 1.16 | -2.08 | -0.32 | 0.74 | -0.88 | -0.46 | 2.56 | 0.37 | -0.41 |
| Standard Deviation(%) | NA | 18.17 | 19.52 | 17.51 | 17.77 | NA | NA | 20.37 | 14.38 | 22.51 | 19.22 | 20.23 | 9.26 | 9.03 | 20.51 | 20.05 | 17.05 | 19.79 | 17.76 | 25.71 | 34.51 |
| Draw Down(%) | NA | 13.60 | 29.86 | 29.86 | 45.50 | NA | NA | 45.50 | 11.32 | 29.86 | 19.08 | 23.42 | 9.64 | 18.88 | 26.05 | 17.25 | 24.98 | 24.18 | 9.98 | 20.53 | 32.36 |
| Yield(%) | 0.00 | 1.73 | 0.89 | 1.04 | 3.30 | 2.61 | 1.96 | 3.27 | 126.82 | 1.57 | 0.37 | 0.29 | 1.50 | 0.93 | 1.38 | 7.60 | 14.53 | 8.43 | 0.00 | 0.67 | 0.00 |
Data as of 08/31/2023, AR inception is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAAFX (THE FAIRHOLME ALLOCATION FUND THE FAIRHOLME ALLOCATION FUND) |
-10.58%
Mar 2017 - Mar 2020 |
-8.02%
Mar 2015 - Mar 2020 |
0.23%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAAFX (THE FAIRHOLME ALLOCATION FUND THE FAIRHOLME ALLOCATION FUND) |
22.21%
Sep 2011 - Sep 2014 |
9.08%
Nov 2011 - Nov 2016 |
5.16%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart