Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIDBX (FINANCIAL INDUSTRIES FUND CLASS B) | NA | -13.74% | -2.13% | 4.82% | 7.58% | 3.13% | 2.57% | … | … |
Data as of 12/17/2020, Common starting date is 02/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIDBX (FINANCIAL INDUSTRIES FUND CLASS B) | 02/21/1997 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.74 | -2.13 | 4.82 | 7.58 | 3.13 | 2.57 | … | … | -13.79 | 30.30 | -15.86 | 12.52 | 19.29 | -3.10 | 5.00 | 36.49 | 34.09 | -15.06 | 10.04 | 24.97 | -48.03 | -5.03 | 16.63 | 9.22 | 9.34 | 25.56 | -16.96 | -18.46 | 29.54 | -1.64 | 4.15 | 29.31 |
| Sharpe Ratio | NA | -0.35 | -0.11 | 0.18 | 0.33 | NA | NA | … | … | -0.36 | 1.93 | -1.01 | 0.93 | 0.95 | -0.18 | 0.36 | 2.69 | 2.06 | -0.45 | 0.41 | 0.53 | -0.89 | -0.41 | 1.19 | 0.65 | 0.73 | 1.38 | -0.64 | -0.91 | 0.96 | -0.27 | 0.04 | 2.23 |
| Standard Deviation(%) | NA | 39.89 | 26.51 | 23.16 | 21.80 | NA | NA | … | … | 40.61 | 14.99 | 16.95 | 12.81 | 20.05 | 17.52 | 13.71 | 13.57 | 16.66 | 33.46 | 24.10 | 47.10 | 54.81 | 19.75 | 11.22 | 10.85 | 11.52 | 17.99 | 28.07 | 23.21 | 26.46 | 17.83 | 21.47 | 14.05 |
| Draw Down(%) | NA | 42.15 | 42.15 | 42.15 | 42.15 | NA | NA | … | … | 42.15 | 8.39 | 24.98 | 7.93 | 19.88 | 13.67 | 9.40 | 6.45 | 13.94 | 33.73 | 20.94 | 37.86 | 60.37 | 14.92 | 8.46 | 8.14 | 10.12 | 15.97 | 30.74 | 31.29 | 14.88 | 21.11 | 33.26 | 10.96 |
| Yield(%) | 0.00 | 0.00 | 4.38 | 6.50 | 5.38 | 4.23 | 3.50 | … | … | 0.00 | 9.23 | 5.95 | 8.56 | 7.71 | 0.24 | 0.00 | 0.00 | 0.00 | 0.46 | 0.00 | 0.00 | 0.28 | 20.38 | 13.85 | 7.68 | 2.35 | 0.00 | 0.00 | 1.83 | 0.00 | 0.00 | 0.35 | 0.35 |
Data as of 12/17/2020, Common starting date is 02/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIDBX (FINANCIAL INDUSTRIES FUND CLASS B) |
-26.29%
Feb 2006 – Feb 2009 |
-13.81%
Feb 2004 – Feb 2009 |
-5.76%
Feb 1999 – Feb 2009 |
1.09%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIDBX (FINANCIAL INDUSTRIES FUND CLASS B) |
27.70%
Sep 2011 – Sep 2014 |
24.43%
Feb 2009 – Feb 2014 |
14.62%
Feb 2009 – Feb 2019 |
6.87%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart