Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPCSX (FPA Crescent Fund Supra Institutional Class) | 6.10% | 18.81% | 16.45% | 9.26% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPCSX (FPA Crescent Fund Supra Institutional Class) | 09/14/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 18.81 | 16.45 | 9.26 | NA | NA | NA | … | … | 6.10 | 17.72 | 14.05 | 20.36 | -9.14 | 15.16 | 16.09 |
| Sharpe Ratio | NA | 1.88 | 1.36 | 0.56 | NA | NA | NA | … | … | 1.12 | 1.35 | 1.21 | 1.66 | -0.60 | 1.38 | 4.49 |
| Standard Deviation(%) | NA | 8.67 | 9.72 | 11.86 | NA | NA | NA | … | … | 10.08 | 11.01 | 8.63 | 10.13 | 17.56 | 10.95 | 14.25 |
| Draw Down(%) | NA | 7.36 | 10.94 | 18.42 | NA | NA | NA | … | … | 7.36 | 10.94 | 5.28 | 7.32 | 17.58 | 5.60 | 4.93 |
| Yield(%) | 0.00 | 9.82 | 8.61 | 6.73 | 4.65 | 3.10 | 2.33 | … | … | 0.00 | 10.33 | 9.76 | 4.33 | 0.72 | 12.10 | 2.52 |
Data as of 06/04/2026, Common starting date is 09/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPCSX (FPA Crescent Fund Supra Institutional Class) |
4.73%
Apr 2021 – Apr 2024 |
8.69%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPCSX (FPA Crescent Fund Supra Institutional Class) |
19.34%
Sep 2022 – Sep 2025 |
14.22%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart