Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBSOX (IT SERVICES PORTFOLIO IT SERVICES PORTFOLIO) | -6.14% | -13.26% | 6.49% | -2.00% | 9.50% | 12.20% | 11.65% | … | … |
Data as of 06/04/2026, Common starting date is 03/26/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBSOX (IT SERVICES PORTFOLIO IT SERVICES PORTFOLIO) | 03/26/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.36 | -13.26 | 6.49 | -2.00 | 9.50 | 12.20 | 11.65 | … | … | -6.14 | -2.78 | 15.04 | 23.23 | -28.86 | 2.53 | 31.47 | 42.23 | 4.10 | 34.28 | 5.18 | 13.11 | 6.91 | 53.17 | 19.80 | 2.26 | 18.45 | 59.05 | -32.91 | 11.40 | 14.65 | 6.35 | 14.60 | 26.14 | -26.90 | 9.61 | -1.84 | 29.45 | 18.17 |
| Sharpe Ratio | NA | -0.72 | 0.20 | -0.20 | 0.35 | NA | NA | … | … | -0.67 | -0.27 | 0.78 | 1.20 | -0.93 | 0.12 | 0.80 | 2.48 | 0.13 | 3.55 | 0.29 | 0.79 | 0.36 | 4.15 | 1.27 | 0.08 | 0.93 | 2.32 | -0.84 | 0.47 | 0.84 | 0.39 | 1.06 | 1.29 | -0.89 | 0.32 | -0.26 | 1.52 | 0.86 |
| Standard Deviation(%) | NA | 20.74 | 18.73 | 22.31 | 22.71 | NA | NA | … | … | 25.70 | 20.98 | 14.62 | 16.50 | 32.59 | 21.02 | 38.86 | 16.46 | 21.30 | 9.51 | 17.41 | 16.65 | 19.37 | 12.82 | 15.63 | 28.36 | 19.81 | 25.45 | 40.32 | 17.52 | 13.43 | 10.55 | 12.84 | 19.70 | 31.68 | 22.85 | 23.70 | 17.21 | 24.14 |
| Draw Down(%) | NA | 28.04 | 30.74 | 42.28 | 42.28 | NA | NA | … | … | 22.98 | 20.11 | 12.45 | 12.61 | 35.57 | 18.57 | 36.60 | 9.04 | 22.86 | 3.59 | 14.86 | 9.53 | 10.48 | 5.37 | 13.19 | 22.22 | 18.44 | 17.10 | 48.00 | 14.55 | 11.35 | 12.05 | 11.13 | 21.62 | 45.47 | 23.23 | 22.54 | 16.28 | 28.58 |
| Yield(%) | 0.00 | 13.24 | 16.35 | 9.49 | 14.18 | 19.98 | 20.73 | … | … | 8.32 | 16.98 | 18.06 | 4.52 | 9.05 | 14.05 | 6.48 | 3.19 | 4.93 | 4.00 | 0.34 | 4.21 | 8.13 | 4.10 | 1.39 | 1.64 | 0.00 | 0.00 | 0.00 | 13.57 | 10.19 | 4.18 | 1.67 | 0.00 | 0.00 | 1.37 | 8.09 | 9.14 | 1.38 |
Data as of 06/04/2026, Common starting date is 03/26/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSOX (IT SERVICES PORTFOLIO IT SERVICES PORTFOLIO) |
-8.46%
Feb 2006 – Feb 2009 |
-4.17%
Apr 2021 – Apr 2026 |
1.99%
Jan 1999 – Jan 2009 |
9.53%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSOX (IT SERVICES PORTFOLIO IT SERVICES PORTFOLIO) |
31.48%
Feb 2009 – Feb 2012 |
30.43%
Feb 2009 – Feb 2014 |
23.05%
Feb 2009 – Feb 2019 |
17.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart