Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FDLSX (LEISURE PORTFOLIO LEISURE PORTFOLIO) | 9.58% | 23.71% | 18.66% | 11.83% | 8.53% | 11.80% | 10.24% | 10.71% |
Data as of 07/25/2025, AR inception is 05/08/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDLSX (LEISURE PORTFOLIO LEISURE PORTFOLIO) | 05/08/1984 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.71 | 18.66 | 11.83 | 8.53 | 11.80 | 10.24 | 10.71 | 9.58 | 12.38 | 28.45 | -17.51 | -2.14 | 14.86 | 28.78 | -7.39 | 29.09 | 6.36 | 3.28 | 8.64 | 41.72 | 11.40 | 5.85 | 37.88 | 24.25 | -29.05 | 4.19 | 16.32 | 4.01 | 17.50 | 41.85 | -21.13 | 3.25 | -24.46 | 21.99 | 30.39 | 24.95 | 6.67 | 12.83 | -15.37 | 28.87 | 16.23 | 32.94 | -23.07 | 22.34 | 23.81 | -4.97 | 15.48 | 56.20 | 13.70 |
| Sharpe Ratio | NA | 0.96 | 0.81 | 0.43 | 0.31 | NA | NA | 0.41 | 0.62 | 0.56 | 1.65 | -0.63 | -0.08 | 0.33 | 2.16 | -0.53 | 3.27 | 0.41 | 0.20 | 0.53 | 3.32 | 0.70 | 0.22 | 1.81 | 0.87 | -0.75 | 0.07 | 0.96 | 0.14 | 1.26 | 2.12 | -0.82 | 0.03 | -1.16 | 0.91 | 1.26 | 1.24 | 0.25 | 0.61 | -1.24 | 1.98 | 1.53 | 2.33 | -1.96 | 1.23 | 1.47 | -0.26 | 0.77 | 4.93 | 1.19 |
| Standard Deviation(%) | NA | 21.32 | 18.98 | 22.60 | 22.80 | NA | NA | 20.31 | 23.86 | 15.75 | 15.19 | 29.94 | 25.77 | 44.03 | 12.66 | 16.67 | 8.75 | 15.14 | 16.66 | 16.13 | 12.56 | 16.43 | 26.03 | 20.89 | 27.66 | 39.68 | 15.55 | 13.45 | 12.27 | 13.16 | 19.45 | 27.23 | 26.06 | 24.71 | 20.45 | 21.43 | 17.04 | 12.01 | 14.47 | 14.88 | 13.40 | 8.89 | 12.40 | 14.51 | 13.35 | 12.78 | 35.74 | 14.44 | 10.28 | 12.39 |
| Draw Down(%) | NA | 23.55 | 23.55 | 39.42 | 48.44 | NA | NA | 51.62 | 21.35 | 11.07 | 12.98 | 27.54 | 22.30 | 48.44 | 9.35 | 18.08 | 6.01 | 10.28 | 11.65 | 8.17 | 5.82 | 16.67 | 20.37 | 17.57 | 23.05 | 47.28 | 10.52 | 14.95 | 11.08 | 12.29 | 14.53 | 33.87 | 31.27 | 29.55 | 14.49 | 28.40 | 13.62 | 11.84 | 16.41 | 21.67 | 8.04 | 5.57 | 6.55 | 32.59 | 15.37 | 7.80 | 39.44 | 18.91 | 8.72 | 8.10 |
| Yield(%) | 0.00 | 4.87 | 2.53 | 1.71 | 4.49 | 8.06 | 7.54 | 31.67 | 3.95 | 0.59 | 0.50 | 0.30 | 0.12 | 0.51 | 7.77 | 15.65 | 7.71 | 1.09 | 5.36 | 8.34 | 9.35 | 6.08 | 0.10 | 0.77 | 0.74 | 1.09 | 6.97 | 14.87 | 3.83 | 6.63 | 0.00 | 0.00 | 0.00 | 10.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 05/08/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDLSX (LEISURE PORTFOLIO LEISURE PORTFOLIO) |
-14.95%
Dec 1999 - Dec 2002 |
-3.34%
Mar 1998 - Mar 2003 |
-1.22%
Feb 1999 - Feb 2009 |
3.14%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDLSX (LEISURE PORTFOLIO LEISURE PORTFOLIO) |
43.93%
Jul 1984 - Jul 1987 |
27.59%
Feb 2009 - Feb 2014 |
18.25%
Feb 2009 - Feb 2019 |
15.97%
Jun 1984 - Jun 1999 |
Annualized Rolling Returns Comparison Chart