Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FOCIX (THE FAIRHOLME FOCUSED INCOME FUND THE FAIRHOLME FOCUSED INCOME FUND) | 4.72% | 12.89% | 13.74% | 10.57% | 6.51% | 7.05% | NA | 7.26% |
Data as of 07/03/2025, AR inception 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 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 12.89 | 13.74 | 10.57 | 6.51 | 7.05 | NA | 7.26 | 4.72 | 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 | 1.03 | 1.11 | 0.85 | 0.55 | NA | NA | 0.66 | 0.62 | 1.28 | 1.22 | 0.31 | 0.71 | 0.08 | 1.17 | -1.61 | -0.11 | 2.83 | -0.23 | -0.37 | 2.30 | 0.62 | -0.07 | 2.47 |
| Standard Deviation(%) | NA | 9.34 | 8.99 | 10.00 | 9.20 | NA | NA | 9.27 | 10.68 | 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 | 7.51 | 10.81 | 12.36 | 18.77 | NA | NA | 18.77 | 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 | 1.73 | 2.89 | 2.40 | 3.55 | 4.89 | 3.77 | 5.03 | 0.51 | 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 07/03/2025, AR inception 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 |
6.74%
Apr 2010 - Apr 2025 |
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) |
14.54%
Sep 2011 - Sep 2014 |
12.16%
Nov 2011 - Nov 2016 |
6.86%
Jan 2015 - Jan 2025 |
7.08%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart