Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOSIX (SHORT-INTERMEDIATE BOND FUND INSTITUTIONAL) | 0.05% | 3.21% | 4.67% | 2.04% | 2.14% | 1.97% | 2.63% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOSIX (SHORT-INTERMEDIATE BOND FUND INSTITUTIONAL) | 12/30/1992 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 3.21 | 4.67 | 2.04 | 2.14 | 1.97 | 2.63 | … | … | 0.05 | 5.53 | 4.82 | 5.53 | -4.70 | -0.74 | 3.78 | 4.16 | 1.01 | 1.99 | 1.90 | 0.50 | 1.26 | 0.48 | 4.71 | 1.91 | 3.81 | 6.05 | 2.57 | 5.24 | 3.88 | -0.60 | -1.38 | 3.24 | 8.83 | 4.76 | 8.83 | -1.39 | 7.77 | 6.73 | 3.40 | 12.72 | -0.67 | 6.69 | 0.29 |
| Sharpe Ratio | NA | 0.68 | 0.79 | -0.19 | 0.29 | NA | NA | … | … | -0.74 | 1.30 | 0.58 | 0.67 | -2.54 | -0.69 | 1.52 | 1.76 | -0.30 | 1.08 | 1.27 | 0.37 | 1.06 | 0.34 | 3.73 | 1.16 | 1.93 | 1.99 | 0.37 | 0.76 | 0.22 | -1.49 | -0.68 | 0.63 | 2.03 | 0.50 | 1.80 | -1.52 | 1.33 | 1.23 | -0.07 | 2.46 | -0.95 | 1.44 | NA |
| Standard Deviation(%) | NA | 1.97 | 2.16 | 2.23 | 1.93 | NA | NA | … | … | 2.10 | 2.04 | 2.06 | 2.82 | 2.43 | 1.10 | 2.32 | 1.52 | 1.25 | 1.24 | 1.33 | 1.26 | 1.18 | 1.33 | 1.26 | 1.62 | 1.93 | 2.99 | 4.29 | 2.77 | 2.15 | 1.92 | 3.49 | 4.03 | 3.78 | 4.71 | 2.56 | 3.13 | 3.22 | 2.46 | 3.79 | 3.56 | 3.93 | 3.13 | 0.00 |
| Draw Down(%) | NA | 1.31 | 1.31 | 6.66 | 6.67 | NA | NA | … | … | 1.31 | 0.99 | 0.99 | 1.29 | 5.93 | 1.03 | 4.11 | 0.74 | 0.72 | 0.59 | 0.98 | 0.88 | 0.58 | 1.78 | 0.32 | 1.55 | 1.51 | 1.63 | 2.62 | 1.12 | 0.75 | 2.05 | 4.93 | 3.80 | 2.15 | 5.11 | 1.95 | 3.05 | 2.45 | 1.30 | 3.11 | 1.31 | 4.03 | 1.72 | 0.00 |
| Yield(%) | 0.00 | 3.83 | 3.65 | 2.79 | 2.45 | 2.27 | 2.75 | … | … | 1.25 | 4.10 | 3.73 | 2.70 | 1.89 | 1.68 | 2.04 | 2.28 | 2.17 | 2.09 | 2.11 | 1.56 | 1.68 | 1.73 | 2.74 | 2.95 | 3.04 | 3.89 | 4.59 | 4.47 | 4.41 | 2.47 | 1.05 | 4.69 | 4.73 | 5.61 | 5.51 | 5.00 | 5.16 | 5.64 | 5.05 | 5.64 | 5.99 | 6.06 | 0.29 |
Data as of 06/05/2026, Common starting date is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSIX (SHORT-INTERMEDIATE BOND FUND INSTITUTIONAL) |
-1.00%
Jun 2020 – Jun 2023 |
0.45%
Oct 2017 – Oct 2022 |
0.89%
Oct 2012 – Oct 2022 |
1.87%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSIX (SHORT-INTERMEDIATE BOND FUND INSTITUTIONAL) |
8.36%
May 2000 – May 2003 |
6.47%
Sep 1996 – Sep 2001 |
5.68%
May 1993 – May 2003 |
4.69%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart