Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/13/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMSLX (FMC SELECT FUND FMC SELECT FUND) | NA | 9.38% | 7.76% | 6.53% | 10.39% | 5.09% | 4.66% | 6.66% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMSLX (FMC SELECT FUND FMC SELECT FUND) | 06/30/1995 | 11/13/2018 |
The return data shown below all have the same latest date: 11/13/2018.
AR inception is since 06/30/1995.
AR inception is since 06/30/1995.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.38 | 7.76 | 6.53 | 10.39 | 5.09 | 4.66 | 6.66 | 5.98 | 16.11 | 0.05 | -2.99 | 10.83 | 26.17 | 17.95 | -1.07 | 13.13 | 23.57 | -34.01 | 0.75 | 8.68 | -0.75 | 7.60 | 19.69 | -10.50 | 6.63 | 6.24 | -5.08 | 7.56 | 26.84 | 16.66 | 14.23 |
| Sharpe Ratio | NA | 0.75 | 0.68 | 0.56 | 0.66 | NA | NA | 0.32 | 0.49 | 2.40 | -0.01 | -0.21 | 1.11 | 2.69 | 1.64 | -0.05 | 0.87 | 1.04 | -0.97 | -0.19 | 0.73 | -0.36 | 0.85 | 1.74 | -0.74 | 0.30 | 0.10 | -0.43 | 0.25 | 1.77 | 1.48 | 4.20 |
| Standard Deviation(%) | NA | 10.87 | 10.40 | 10.97 | 15.40 | NA | NA | 15.42 | 11.40 | 6.48 | 12.03 | 14.11 | 9.75 | 9.71 | 11.00 | 21.91 | 15.04 | 22.66 | 35.87 | 11.75 | 7.43 | 8.02 | 7.79 | 10.93 | 15.70 | 14.41 | 20.55 | 19.19 | 16.82 | 13.11 | 8.83 | 6.38 |
| Draw Down(%) | NA | 11.08 | 11.08 | 14.30 | 24.76 | NA | NA | 53.20 | 11.08 | 2.81 | 7.96 | 12.51 | 8.13 | 5.13 | 7.80 | 19.50 | 13.34 | 24.76 | 46.19 | 11.04 | 5.91 | 6.61 | 6.12 | 7.97 | 20.57 | 15.26 | 13.77 | 18.88 | 24.03 | 8.10 | 6.13 | 3.45 |
| Yield(%) | 0.00 | 9.67 | 7.38 | 5.55 | 5.74 | 3.18 | 2.93 | 4.57 | 0.17 | 10.96 | 8.25 | 4.33 | 2.71 | 2.27 | 0.64 | 0.70 | 0.94 | 1.06 | 0.44 | 0.65 | 1.02 | 0.98 | 1.08 | 1.66 | 1.15 | 0.82 | 0.86 | 0.81 | 0.77 | 1.49 | 1.18 | 0.85 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSLX (FMC SELECT FUND FMC SELECT FUND) |
-15.50%
Feb 2006 - Feb 2009 |
-8.98%
Feb 2004 - Feb 2009 |
-2.71%
Feb 1999 - Feb 2009 |
2.77%
Nov 1997 - Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSLX (FMC SELECT FUND FMC SELECT FUND) |
21.73%
Feb 2009 - Feb 2012 |
19.58%
Feb 2009 - Feb 2014 |
9.60%
Oct 2008 - Oct 2018 |
6.24%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart