Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FPACX (FPA CRESCENT FUND FPA CRESCENT FUND) | 1.27% | 2.11% | 8.35% | 7.95% | 4.99% | 6.83% | 6.76% | 7.66% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPACX (FPA CRESCENT FUND FPA CRESCENT FUND) | 06/02/1993 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 06/02/1993.
AR inception is since 06/02/1993.
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 2.11 | 8.35 | 7.95 | 4.99 | 6.83 | 6.76 | 7.66 | 1.27 | 7.22 | 16.01 | -9.87 | 3.63 | 6.71 | 20.03 | -7.42 | 10.38 | 10.27 | -2.04 | 6.65 | 22.07 | 10.33 | 3.02 | 12.13 | 28.38 | -20.55 | 6.84 | 12.43 | 10.83 | 10.21 | 26.15 | 3.71 | 36.14 | 3.59 | -12.62 | -2.50 | 16.74 | 8.23 | 14.03 | -2.31 | 8.00 |
| Sharpe Ratio | NA | -0.18 | 0.23 | 0.42 | 0.24 | NA | NA | 0.50 | 0.08 | 0.06 | 1.16 | -0.64 | 0.25 | 0.25 | 1.83 | -0.78 | 1.85 | 0.96 | -0.24 | 1.08 | 3.33 | 1.19 | 0.22 | 1.47 | 2.77 | -1.19 | 0.45 | 1.30 | 1.37 | 1.37 | 3.28 | 0.23 | 2.80 | -0.04 | -1.32 | -0.55 | 1.72 | 0.43 | 0.83 | -0.65 | 2.20 |
| Standard Deviation(%) | NA | 12.49 | 12.93 | 14.14 | 13.82 | NA | NA | 11.39 | 15.66 | 9.89 | 10.27 | 17.57 | 14.45 | 26.19 | 10.18 | 11.28 | 5.29 | 10.48 | 8.47 | 6.17 | 6.61 | 8.68 | 13.61 | 8.18 | 10.20 | 17.93 | 8.50 | 7.08 | 6.32 | 6.75 | 7.75 | 11.26 | 12.32 | 12.57 | 12.02 | 10.61 | 7.65 | 11.02 | 12.23 | 8.14 | 5.42 |
| Draw Down(%) | NA | 12.52 | 12.52 | 25.55 | 29.46 | NA | NA | 31.60 | 10.95 | 6.85 | 7.32 | 18.22 | 13.10 | 29.46 | 6.57 | 14.66 | 2.83 | 9.14 | 8.39 | 5.36 | 3.13 | 7.18 | 13.06 | 7.59 | 11.08 | 31.60 | 7.34 | 6.39 | 4.56 | 4.70 | 6.98 | 15.09 | 11.55 | 10.16 | 21.97 | 21.10 | 6.48 | 9.52 | 10.42 | 8.46 | 2.76 |
| Yield(%) | 0.00 | 3.05 | 1.33 | 1.18 | 3.13 | 4.38 | 4.89 | 8.12 | 0.00 | 3.26 | 0.14 | 0.05 | 0.81 | 0.32 | 5.30 | 7.52 | 3.91 | 5.28 | 5.85 | 4.31 | 8.71 | 0.88 | 3.05 | 3.91 | 1.53 | 2.38 | 11.09 | 7.35 | 3.94 | 2.06 | 0.85 | 2.50 | 1.95 | 4.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPACX (FPA CRESCENT FUND FPA CRESCENT FUND) |
-7.91%
Nov 1997 - Nov 2000 |
-1.29%
Nov 1995 - Nov 2000 |
4.65%
Oct 2013 - Oct 2023 |
4.91%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPACX (FPA CRESCENT FUND FPA CRESCENT FUND) |
23.73%
Nov 2000 - Nov 2003 |
18.58%
Nov 2000 - Nov 2005 |
12.04%
Nov 2000 - Nov 2010 |
11.49%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart