Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPNIX (FPA NEW INCOME INC. FPA NEW INCOME INC.) | -0.13% | 3.74% | 5.75% | 3.27% | 2.98% | 2.38% | 2.85% | … | … |
Data as of 06/04/2026, Common starting date is 01/31/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPNIX (FPA NEW INCOME INC. FPA NEW INCOME INC.) | 01/31/1980 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 3.74 | 5.75 | 3.27 | 2.98 | 2.38 | 2.85 | … | … | -0.13 | 7.37 | 4.59 | 7.91 | -3.10 | 0.81 | 2.52 | 3.82 | 2.30 | 2.67 | 2.53 | 0.15 | 1.32 | 0.67 | 2.18 | 2.23 | 2.35 | 2.89 | 4.31 | 7.40 | 4.79 | 1.57 | 2.60 | 8.34 | 5.04 | 13.77 | 9.31 | 5.05 | 3.85 | 8.31 | 5.57 | 14.36 | -1.03 | 9.46 | 9.02 | 18.68 | 7.61 | 11.64 | 8.43 | 7.90 | 10.81 | 21.31 | 16.70 | 6.17 | 27.85 | 1.19 | 6.06 |
| Sharpe Ratio | NA | 0.71 | 0.99 | 0.33 | 0.73 | NA | NA | … | … | -1.00 | 1.68 | 0.34 | 1.58 | -2.41 | 0.93 | 1.42 | 2.04 | 0.93 | 2.37 | 2.45 | 0.14 | 1.51 | 0.54 | 2.28 | 2.82 | 1.72 | 2.14 | 1.51 | 2.36 | 1.53 | -0.93 | 1.81 | 3.44 | 1.14 | 4.08 | 1.89 | 0.64 | 0.21 | 2.42 | 0.67 | 4.51 | -1.06 | 4.66 | 2.08 | 3.98 | 0.49 | 1.41 | 0.69 | 0.55 | 1.46 | 2.59 | 1.00 | -0.03 | 2.18 | -0.73 | -0.15 |
| Standard Deviation(%) | NA | 2.28 | 2.68 | 2.41 | 1.88 | NA | NA | … | … | 2.33 | 2.68 | 2.83 | 2.72 | 1.89 | 0.85 | 1.59 | 1.15 | 0.99 | 0.85 | 0.95 | 0.87 | 0.87 | 1.16 | 0.94 | 0.78 | 1.32 | 1.31 | 2.20 | 1.81 | 0.91 | 0.75 | 0.89 | 2.21 | 3.43 | 2.82 | 2.70 | 2.61 | 1.82 | 1.91 | 2.85 | 2.30 | 3.86 | 1.56 | 3.12 | 3.69 | 4.30 | 4.05 | 5.13 | 6.62 | 4.40 | 6.10 | 9.65 | 4.94 | 9.13 | 12.74 | 12.06 |
| Draw Down(%) | NA | 1.65 | 1.93 | 4.67 | 4.67 | NA | NA | … | … | 1.65 | 1.40 | 1.93 | 0.93 | 4.39 | 0.36 | 3.08 | 0.50 | 0.27 | 0.30 | 0.30 | 0.89 | 0.49 | 1.14 | 0.28 | 0.28 | 1.08 | 0.55 | 1.00 | 0.45 | 0.18 | 0.63 | 0.35 | 0.89 | 5.04 | 1.01 | 3.16 | 0.93 | 1.64 | 1.00 | 1.65 | 0.73 | 3.83 | 0.47 | 1.99 | 1.24 | 3.32 | 2.48 | 3.04 | 4.82 | 2.69 | 2.91 | 5.03 | 2.89 | 1.43 | 7.41 | 5.86 |
| Yield(%) | 0.00 | 3.82 | 4.38 | 3.31 | 2.97 | 2.74 | 3.12 | … | … | 1.37 | 4.07 | 4.40 | 4.52 | 2.02 | 1.21 | 2.18 | 2.66 | 3.07 | 2.84 | 2.31 | 1.84 | 2.77 | 4.16 | 2.25 | 4.06 | 2.97 | 3.24 | 4.14 | 6.26 | 4.61 | 4.56 | 3.45 | 4.51 | 5.49 | 8.13 | 8.28 | 9.03 | 8.32 | 6.73 | 6.18 | 6.56 | 6.59 | 6.45 | 6.96 | 8.92 | 8.07 | 7.91 | 5.76 | 8.82 | 8.96 | 9.94 | 11.03 | 10.74 | 12.89 | 9.94 | 9.99 |
Data as of 06/04/2026, Common starting date is 01/31/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPNIX (FPA NEW INCOME INC. FPA NEW INCOME INC.) |
-0.23%
Oct 2019 – Oct 2022 |
1.12%
Oct 2017 – Oct 2022 |
1.27%
Oct 2012 – Oct 2022 |
1.77%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPNIX (FPA NEW INCOME INC. FPA NEW INCOME INC.) |
18.58%
Jun 1984 – Jun 1987 |
17.54%
Sep 1981 – Sep 1986 |
13.90%
Sep 1981 – Sep 1991 |
11.81%
Sep 1981 – Sep 1996 |
Annualized Rolling Returns Comparison Chart