Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FIDSX (FINANCIAL SERVICES PORTFOLIO FINANCIAL SERVICES PORTFOLIO) | 9.53% | 32.35% | 21.37% | 22.04% | 12.23% | 12.20% | 6.56% | 9.52% |
Data as of 07/02/2025, AR inception is 12/10/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIDSX (FINANCIAL SERVICES PORTFOLIO FINANCIAL SERVICES PORTFOLIO) | 12/10/1981 | 07/02/2025 |
| 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 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.49 | 32.35 | 21.37 | 22.04 | 12.23 | 12.20 | 6.56 | 9.52 | 9.53 | 32.82 | 14.53 | -8.19 | 33.13 | 1.22 | 34.24 | -15.86 | 20.94 | 18.67 | -3.91 | 10.73 | 33.67 | 27.81 | -20.35 | 6.51 | 25.88 | -49.89 | -13.59 | 16.11 | 7.55 | 11.19 | 30.56 | -11.40 | -9.08 | 28.53 | -4.17 | 2.76 | 25.32 | 23.06 | 44.34 | -13.40 | 1.97 | 31.48 | 59.95 | -26.03 | 17.43 | 8.79 | -22.15 | 13.28 | 39.58 | 17.07 | 37.06 | 25.15 | -0.60 |
| Sharpe Ratio | NA | 1.25 | 0.80 | 0.89 | 0.44 | NA | NA | 0.29 | 0.47 | 1.77 | 0.55 | -0.38 | 1.61 | 0.02 | 2.26 | -0.95 | 1.65 | 1.13 | -0.24 | 0.87 | 2.48 | 1.78 | -0.57 | 0.24 | 0.51 | -0.82 | -0.78 | 1.13 | 0.49 | 0.87 | 1.70 | -0.46 | -0.56 | 0.88 | -0.32 | -0.03 | 1.01 | 1.24 | 3.49 | -1.08 | -0.01 | 2.12 | 3.29 | -1.66 | 1.00 | 0.39 | -1.14 | 0.77 | 3.19 | 0.71 | 1.60 | 0.81 | -7.37 |
| Standard Deviation(%) | NA | 23.10 | 20.74 | 22.26 | 23.89 | NA | NA | 23.21 | 26.57 | 16.54 | 20.02 | 25.58 | 20.58 | 49.63 | 14.48 | 18.15 | 12.38 | 16.37 | 16.15 | 12.35 | 13.57 | 15.75 | 35.69 | 26.36 | 50.73 | 61.87 | 21.56 | 11.29 | 10.81 | 11.70 | 17.55 | 27.36 | 20.77 | 27.54 | 23.57 | 28.22 | 21.25 | 15.47 | 11.57 | 15.20 | 19.16 | 13.58 | 16.97 | 18.89 | 11.50 | 9.87 | 22.98 | 11.51 | 10.70 | 14.04 | 19.18 | 21.20 | 2.55 |
| Draw Down(%) | NA | 19.44 | 19.90 | 24.49 | 45.48 | NA | NA | 74.28 | 19.44 | 8.48 | 19.90 | 24.29 | 9.58 | 45.48 | 8.09 | 26.47 | 8.25 | 16.65 | 13.26 | 7.42 | 7.25 | 14.62 | 35.05 | 25.84 | 39.19 | 63.70 | 21.34 | 9.51 | 9.82 | 11.33 | 15.98 | 28.97 | 24.18 | 16.76 | 20.52 | 34.07 | 17.68 | 10.09 | 7.23 | 24.25 | 20.07 | 7.50 | 10.02 | 41.53 | 20.25 | 10.92 | 35.29 | 16.10 | 8.56 | 11.19 | 5.31 | 11.32 | 0.60 |
| Yield(%) | 0.00 | 8.39 | 6.69 | 8.87 | 7.03 | 8.36 | 4.32 | 28.11 | 1.83 | 7.54 | 3.32 | 9.20 | 5.35 | 5.45 | 7.03 | 9.81 | 4.89 | 1.20 | 1.54 | 2.03 | 1.18 | 1.48 | 0.22 | 0.34 | 1.37 | 1.44 | 5.87 | 12.30 | 8.43 | 8.98 | 1.03 | 0.82 | 4.12 | 4.70 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 12/10/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIDSX (FINANCIAL SERVICES PORTFOLIO FINANCIAL SERVICES PORTFOLIO) |
-29.98%
Feb 2006 - Feb 2009 |
-16.49%
Feb 2004 - Feb 2009 |
-5.93%
Feb 1999 - Feb 2009 |
-0.04%
Nov 1996 - Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIDSX (FINANCIAL SERVICES PORTFOLIO FINANCIAL SERVICES PORTFOLIO) |
44.47%
Oct 1990 - Oct 1993 |
29.63%
Jul 1982 - Jul 1987 |
19.70%
Oct 1990 - Oct 2000 |
16.87%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart