Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPTX (FPA CAPITAL FUND INC. FPA CAPITAL FUND INC.) | NA | 46.46% | 3.09% | 4.65% | 2.69% | 4.01% | 7.24% | … | … |
Data as of 03/17/2021, Common starting date is 04/29/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPPTX (FPA CAPITAL FUND INC. FPA CAPITAL FUND INC.) | 04/29/1980 | 03/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 46.46 | 3.09 | 4.65 | 2.69 | 4.01 | 7.24 | … | … | 5.22 | 4.93 | 19.28 | -17.62 | -5.08 | 22.90 | -17.16 | -1.28 | 23.12 | 9.69 | 0.90 | 24.25 | 53.78 | -34.86 | -0.45 | 5.37 | 16.50 | 12.59 | 38.54 | -4.95 | 38.24 | -2.39 | 14.24 | -0.25 | 17.65 | 27.62 | 34.22 | 2.96 | 6.47 | 11.85 | 57.44 | -20.26 | 13.38 | 8.38 | 8.39 | -0.15 | 28.90 | -19.22 | 18.72 | 17.23 | -5.58 | 37.78 |
| Sharpe Ratio | NA | 2.21 | 0.08 | 0.23 | 0.13 | NA | NA | … | … | 1.87 | 0.19 | 1.28 | -1.22 | -0.55 | 1.23 | -1.02 | -0.10 | 2.04 | 0.62 | 0.03 | 1.21 | 1.69 | -1.08 | -0.30 | 0.18 | 1.35 | 1.05 | 2.18 | -0.25 | 1.47 | -0.26 | 0.63 | -0.19 | 1.15 | 1.86 | 2.64 | -0.01 | 0.29 | 0.57 | 2.64 | -1.25 | 0.51 | 0.25 | 0.16 | -0.30 | 2.61 | -1.34 | 1.06 | 0.77 | -1.18 | 2.34 |
| Standard Deviation(%) | NA | 21.03 | 18.76 | 16.67 | 17.32 | NA | NA | … | … | 15.26 | 24.91 | 13.92 | 15.64 | 10.55 | 18.46 | 16.90 | 13.53 | 11.33 | 15.70 | 25.51 | 19.91 | 31.72 | 33.18 | 12.09 | 10.77 | 10.58 | 11.06 | 17.33 | 24.31 | 24.82 | 25.46 | 17.20 | 19.32 | 12.11 | 12.80 | 11.44 | 14.92 | 14.97 | 16.27 | 20.14 | 20.49 | 14.63 | 13.95 | 26.49 | 15.02 | 8.99 | 19.48 | 11.61 | 12.07 | 13.57 | 22.64 |
| Draw Down(%) | NA | 8.72 | 33.29 | 35.66 | 41.17 | NA | NA | … | … | 4.66 | 30.80 | 11.53 | 24.75 | 15.74 | 13.26 | 20.24 | 16.96 | 6.45 | 17.46 | 24.62 | 18.55 | 22.92 | 49.11 | 16.38 | 11.86 | 8.03 | 9.21 | 16.56 | 31.93 | 23.37 | 22.10 | 14.93 | 34.56 | 7.35 | 10.83 | 8.15 | 10.75 | 9.61 | 23.32 | 13.47 | 39.56 | 13.80 | 13.48 | 34.19 | 19.21 | 7.90 | 26.54 | 5.32 | 4.60 | 14.50 | 6.17 |
| Yield(%) | 0.00 | 5.28 | 2.82 | 3.86 | 4.83 | 4.92 | 8.31 | … | … | 0.00 | 3.97 | 0.95 | 3.85 | 4.07 | 5.78 | 1.14 | 10.88 | 21.76 | 1.58 | 0.00 | 0.00 | 0.14 | 6.49 | 11.33 | 8.63 | 9.25 | 4.03 | 1.26 | 0.00 | 11.19 | 26.13 | 13.72 | 15.72 | 10.31 | 3.58 | 0.70 | 0.21 | 0.28 | 0.42 | 1.42 | 1.61 | 1.77 | 2.33 | 2.67 | 3.24 | 3.83 | 2.98 | 5.83 | 4.99 | 3.29 | 5.79 |
Data as of 03/17/2021, Common starting date is 04/29/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPPTX (FPA CAPITAL FUND INC. FPA CAPITAL FUND INC.) |
-16.28%
Feb 2006 – Feb 2009 |
-5.97%
Feb 2004 – Feb 2009 |
1.87%
Mar 2010 – Mar 2020 |
2.79%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPPTX (FPA CAPITAL FUND INC. FPA CAPITAL FUND INC.) |
34.83%
Feb 2009 – Feb 2012 |
25.76%
Oct 1990 – Oct 1995 |
18.42%
Sep 1990 – Sep 2000 |
18.23%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart