Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) | 11.03% | 43.90% | 18.54% | 13.65% | 11.78% | 13.06% | 13.00% | … | … |
Data as of 06/04/2026, Common starting date is 07/11/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) | 07/11/2001 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 43.90 | 18.54 | 13.65 | 11.78 | 13.06 | 13.00 | … | … | 11.03 | 30.41 | 9.39 | 12.54 | 0.94 | 11.79 | 11.16 | 31.73 | 5.76 | 10.70 | -16.27 | 8.15 | 24.03 | 41.39 | 14.24 | 13.72 | 15.68 | 25.42 | -7.62 | 13.40 | 12.49 | 9.79 | 3.31 | 20.33 | -23.37 | -0.73 |
| Sharpe Ratio | NA | 1.85 | 0.72 | 0.58 | 0.55 | NA | NA | … | … | 0.72 | 1.19 | 0.36 | 0.60 | -0.03 | 0.93 | 0.40 | 2.28 | 0.27 | 0.98 | -0.87 | 0.44 | 1.47 | 3.82 | 1.22 | 0.65 | 1.01 | 1.33 | -0.26 | 0.73 | 0.84 | 0.69 | 0.16 | 1.15 | -1.05 | -0.26 |
| Standard Deviation(%) | NA | 20.17 | 19.35 | 18.11 | 17.87 | NA | NA | … | … | 20.99 | 23.22 | 16.14 | 14.86 | 18.86 | 12.59 | 27.51 | 13.28 | 16.19 | 10.28 | 18.87 | 18.43 | 16.31 | 10.82 | 11.70 | 21.20 | 15.41 | 19.01 | 33.37 | 14.01 | 10.82 | 10.83 | 14.55 | 17.06 | 23.39 | 13.32 |
| Draw Down(%) | NA | 10.33 | 28.82 | 28.82 | 28.82 | NA | NA | … | … | 10.33 | 20.98 | 19.25 | 11.44 | 16.28 | 9.79 | 24.98 | 7.91 | 14.62 | 6.75 | 18.96 | 18.96 | 9.18 | 5.44 | 8.60 | 16.83 | 12.52 | 18.21 | 27.89 | 8.14 | 8.70 | 8.84 | 16.40 | 12.22 | 33.58 | 9.76 |
| Yield(%) | 0.00 | 6.83 | 5.56 | 6.55 | 6.99 | 10.28 | 11.90 | … | … | 2.53 | 6.86 | 2.02 | 8.37 | 4.99 | 11.15 | 8.96 | 10.12 | 2.02 | 1.73 | 0.91 | 12.16 | 11.60 | 12.78 | 3.42 | 3.42 | 2.26 | 1.73 | 16.07 | 5.43 | 3.47 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/11/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) |
-5.55%
Oct 2001 – Oct 2004 |
2.45%
Feb 2004 – Feb 2009 |
5.65%
Jul 2015 – Jul 2025 |
8.93%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) |
31.43%
May 2012 – May 2015 |
28.03%
Feb 2009 – Feb 2014 |
17.70%
Mar 2005 – Mar 2015 |
15.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart