Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPRAX (FPA PARAMOUNT FUND INC. FPA PARAMOUNT FUND INC.) | NA | 26.83% | 13.38% | 14.20% | 12.90% | 8.80% | 9.51% | … | … |
Data as of 08/20/2021, Common starting date is 06/27/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPRAX (FPA PARAMOUNT FUND INC. FPA PARAMOUNT FUND INC.) | 06/27/1980 | 08/20/2021 |
| 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 (%) | -1.58 | 26.83 | 13.38 | 14.20 | 12.90 | 8.80 | 9.51 | … | … | 10.16 | 16.24 | 29.33 | -8.63 | 27.23 | 11.30 | -4.57 | -5.31 | 27.75 | 15.96 | -3.69 | 23.63 | 45.79 | -38.07 | 7.43 | 4.76 | 12.20 | 15.89 | 41.41 | -9.63 | 21.67 | -10.96 | 1.65 | -24.41 | -1.76 | 21.43 | 4.74 | -1.68 | 11.87 | -1.51 | 16.89 | -10.47 | 9.62 | -0.75 | 18.53 | -1.83 | 6.62 | 5.16 | 19.01 | 36.37 | -9.45 | 6.39 |
| Sharpe Ratio | NA | 0.53 | 0.37 | 0.50 | 0.57 | NA | NA | … | … | 0.36 | 0.36 | 2.25 | -0.72 | 3.88 | 0.69 | -0.36 | -0.51 | 2.48 | 1.05 | -0.14 | 1.12 | 1.56 | -1.05 | 0.28 | 0.13 | 0.99 | 1.23 | 2.39 | -0.43 | 0.99 | -0.86 | -0.06 | -1.31 | -0.53 | 1.79 | 0.09 | -0.35 | 0.96 | -0.30 | 1.06 | -1.08 | 0.31 | -0.30 | 0.68 | -0.49 | 0.11 | -0.14 | 0.87 | 1.63 | -1.04 | 0.19 |
| Standard Deviation(%) | NA | 50.35 | 34.16 | 27.10 | 22.16 | NA | NA | … | … | 45.52 | 44.35 | 12.43 | 13.74 | 6.89 | 15.97 | 12.70 | 10.38 | 11.19 | 15.26 | 27.01 | 20.98 | 29.26 | 37.18 | 15.76 | 11.21 | 10.15 | 12.12 | 17.06 | 25.15 | 19.94 | 17.44 | 24.69 | 21.18 | 9.90 | 9.92 | 10.03 | 13.38 | 10.20 | 12.71 | 12.32 | 14.54 | 12.61 | 18.20 | 21.18 | 12.10 | 13.00 | 10.88 | 14.88 | 17.68 | 18.74 | 26.85 |
| Draw Down(%) | NA | 11.13 | 34.90 | 34.90 | 34.90 | NA | NA | … | … | 11.13 | 34.90 | 7.54 | 18.37 | 2.32 | 10.44 | 19.00 | 14.56 | 5.51 | 12.96 | 26.51 | 16.34 | 22.16 | 49.94 | 8.57 | 12.28 | 6.87 | 8.96 | 15.99 | 27.83 | 18.27 | 22.21 | 19.80 | 39.61 | 12.92 | 9.91 | 7.78 | 12.08 | 7.73 | 9.72 | 10.23 | 16.71 | 9.99 | 15.45 | 26.51 | 11.42 | 10.17 | 5.63 | 8.99 | 4.99 | 19.08 | 14.42 |
| Yield(%) | 0.00 | 0.89 | 5.80 | 4.87 | 8.68 | 6.11 | 7.88 | … | … | 0.00 | 0.89 | 8.96 | 9.85 | 0.44 | 1.12 | 0.51 | 24.69 | 15.87 | 0.00 | 0.00 | 0.39 | 0.00 | 0.38 | 1.29 | 0.88 | 0.36 | 0.00 | 0.00 | 2.80 | 0.41 | 1.91 | 0.75 | 17.46 | 21.89 | 1.97 | 2.19 | 1.87 | 1.99 | 2.84 | 4.17 | 4.40 | 3.67 | 2.81 | 2.80 | 4.02 | 6.05 | 4.68 | 2.33 | 3.20 | 2.61 | 3.65 |
Data as of 08/20/2021, Common starting date is 06/27/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPRAX (FPA PARAMOUNT FUND INC. FPA PARAMOUNT FUND INC.) |
-18.12%
Sep 1997 – Sep 2000 |
-9.41%
Mar 1998 – Mar 2003 |
-0.76%
Mar 1993 – Mar 2003 |
-0.60%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPRAX (FPA PARAMOUNT FUND INC. FPA PARAMOUNT FUND INC.) |
29.20%
Feb 2009 – Feb 2012 |
24.21%
Feb 2009 – Feb 2014 |
14.28%
Feb 2009 – Feb 2019 |
11.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart