Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOSPX (SHORT-INTERMEDIATE BOND FUND INSTITUTIONAL PLUS) | 0.45% | 3.52% | 4.95% | 2.27% | 2.32% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOSPX (SHORT-INTERMEDIATE BOND FUND INSTITUTIONAL PLUS) | 10/28/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.52 | 4.95 | 2.27 | 2.32 | NA | NA | … | … | 0.45 | 5.64 | 5.19 | 5.55 | -4.51 | -0.60 | 3.99 | 4.35 | 1.16 | 2.12 | 1.90 | 0.70 | 1.47 | 0.81 | 4.98 | -0.21 |
| Sharpe Ratio | NA | 0.79 | 0.90 | -0.10 | 0.37 | NA | NA | … | … | -0.54 | 1.36 | 0.73 | 0.71 | -2.40 | -0.54 | 1.63 | 1.89 | -0.18 | 1.10 | 1.25 | 0.51 | 1.23 | 0.58 | 3.95 | -1.13 |
| Standard Deviation(%) | NA | 1.97 | 2.14 | 2.23 | 1.94 | NA | NA | … | … | 2.08 | 2.04 | 2.15 | 2.70 | 2.48 | 1.15 | 2.28 | 1.52 | 1.30 | 1.33 | 1.35 | 1.30 | 1.18 | 1.32 | 1.26 | 1.10 |
| Draw Down(%) | NA | 1.31 | 1.31 | 6.61 | 6.61 | NA | NA | … | … | 1.31 | 0.88 | 0.98 | 1.27 | 5.88 | 1.03 | 4.09 | 0.74 | 0.59 | 0.52 | 1.00 | 0.86 | 0.55 | 1.57 | 0.32 | 0.53 |
| Yield(%) | 0.00 | 4.02 | 3.87 | 2.96 | 2.61 | 2.36 | 1.77 | … | … | 1.32 | 4.32 | 3.98 | 2.84 | 2.06 | 1.81 | 2.25 | 2.46 | 2.21 | 2.32 | 2.11 | 1.76 | 1.88 | 1.85 | 3.01 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSPX (SHORT-INTERMEDIATE BOND FUND INSTITUTIONAL PLUS) |
-0.84%
Jul 2020 – Jul 2023 |
0.61%
Oct 2017 – Oct 2022 |
1.06%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSPX (SHORT-INTERMEDIATE BOND FUND INSTITUTIONAL PLUS) |
5.57%
Feb 2023 – Feb 2026 |
2.69%
Dec 2015 – Dec 2020 |
2.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart