Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOCIX (THE FAIRHOLME FOCUSED INCOME FUND THE FAIRHOLME FOCUSED INCOME FUND) | 7.76% | 11.97% | 12.27% | 8.74% | 6.99% | 6.95% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOCIX (THE FAIRHOLME FOCUSED INCOME FUND THE FAIRHOLME FOCUSED INCOME FUND) | 01/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 11.97 | 12.27 | 8.74 | 6.99 | 6.95 | NA | … | … | 7.76 | 6.69 | 14.68 | 12.58 | 6.00 | 6.74 | 1.00 | 7.44 | -6.87 | -0.52 | 30.47 | -1.50 | -3.38 | 29.92 | 5.19 | -0.72 | 10.42 |
| Sharpe Ratio | NA | 0.95 | 1.19 | 0.64 | 0.59 | NA | NA | … | … | 1.55 | 0.43 | 1.75 | 1.31 | 0.31 | 0.71 | 0.08 | 1.16 | -1.63 | -0.11 | 2.83 | -0.23 | -0.37 | 2.30 | 0.62 | -0.07 | 2.47 |
| Standard Deviation(%) | NA | 7.42 | 7.24 | 9.74 | 9.07 | NA | NA | … | … | 8.41 | 8.92 | 6.30 | 6.86 | 14.84 | 9.40 | 9.44 | 5.16 | 5.10 | 10.40 | 10.70 | 6.71 | 9.23 | 13.00 | 8.40 | 11.21 | 4.24 |
| Draw Down(%) | NA | 3.33 | 7.51 | 12.36 | 18.59 | NA | NA | … | … | 2.98 | 7.51 | 5.43 | 6.28 | 12.36 | 8.72 | 11.35 | 3.06 | 8.59 | 12.03 | 7.79 | 12.26 | 12.47 | 5.99 | 7.42 | 13.78 | 2.64 |
| Yield(%) | 0.00 | 1.34 | 2.49 | 2.28 | 3.28 | 4.42 | 3.86 | … | … | 0.00 | 1.88 | 2.74 | 3.08 | 2.30 | 1.19 | 0.65 | 2.87 | 4.08 | 8.89 | 4.89 | 5.14 | 3.52 | 11.58 | 9.71 | 6.72 | 3.17 |
Data as of 06/04/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOCIX (THE FAIRHOLME FOCUSED INCOME FUND THE FAIRHOLME FOCUSED INCOME FUND) |
-3.41%
Sep 2017 – Sep 2020 |
0.40%
Sep 2017 – Sep 2022 |
4.10%
May 2013 – May 2023 |
6.60%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOCIX (THE FAIRHOLME FOCUSED INCOME FUND THE FAIRHOLME FOCUSED INCOME FUND) |
14.75%
Sep 2022 – Sep 2025 |
12.16%
Nov 2011 – Nov 2016 |
8.48%
Feb 2016 – Feb 2026 |
7.15%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart