Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSAVX (AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO) | 5.97% | 12.50% | 10.01% | 13.46% | 9.25% | 12.40% | 8.81% | 8.81% |
Data as of 07/03/2025, AR inception is 08/14/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSAVX (AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO) | 08/14/1987 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.32 | 12.50 | 10.01 | 13.46 | 9.25 | 12.40 | 8.81 | 8.81 | 5.97 | 6.15 | 32.55 | -37.45 | 28.99 | 63.22 | 28.87 | -13.64 | 24.00 | -5.83 | 0.10 | 4.91 | 46.68 | 26.17 | -26.08 | 46.31 | 122.28 | -61.18 | -0.05 | 13.33 | -1.75 | 7.11 | 43.53 | -6.48 | 22.82 | -7.24 | -13.47 | 5.03 | 16.60 | 16.05 | 13.43 | -12.76 | 35.39 | 41.56 | 37.37 | -6.72 | 4.10 | 20.06 | -27.97 |
| Sharpe Ratio | NA | 0.41 | 0.32 | 0.50 | 0.32 | NA | NA | 0.28 | 0.37 | 0.14 | 1.51 | -1.15 | 1.31 | 1.47 | 1.73 | -0.77 | 2.06 | -0.28 | 0.00 | 0.20 | 2.83 | 1.28 | -0.77 | 1.63 | 2.35 | -1.11 | -0.15 | 0.69 | -0.30 | 0.40 | 2.22 | -0.29 | 0.91 | -0.63 | -1.13 | 0.08 | 1.10 | 1.34 | 0.99 | -1.20 | 3.56 | 3.02 | 2.39 | -0.85 | -0.19 | 1.25 | -1.61 |
| Standard Deviation(%) | NA | 22.74 | 21.77 | 24.19 | 24.41 | NA | NA | 23.41 | 25.25 | 18.53 | 19.28 | 33.98 | 22.08 | 42.54 | 15.83 | 19.65 | 11.36 | 21.44 | 18.30 | 24.75 | 16.49 | 20.59 | 33.98 | 28.27 | 51.90 | 56.05 | 21.47 | 14.37 | 13.42 | 15.36 | 19.28 | 26.40 | 22.75 | 18.15 | 14.97 | 19.87 | 11.74 | 9.16 | 9.56 | 13.22 | 9.28 | 12.82 | 13.92 | 14.40 | 9.63 | 12.11 | 38.68 |
| Draw Down(%) | NA | 17.58 | 23.38 | 41.86 | 43.28 | NA | NA | 81.26 | 17.58 | 15.06 | 16.27 | 41.86 | 10.58 | 43.28 | 13.11 | 23.86 | 5.64 | 23.08 | 18.24 | 17.03 | 5.90 | 22.54 | 39.32 | 21.35 | 46.37 | 72.55 | 20.11 | 14.74 | 12.67 | 14.45 | 16.94 | 33.52 | 29.11 | 21.97 | 24.00 | 33.62 | 10.63 | 11.38 | 6.39 | 23.77 | 4.15 | 14.32 | 8.78 | 29.94 | 12.71 | 11.16 | 35.93 |
| Yield(%) | 0.00 | 0.89 | 0.89 | 3.02 | 5.28 | 9.74 | 6.68 | 10.71 | 0.00 | 0.90 | 1.13 | 1.56 | 3.25 | 11.94 | 5.08 | 6.47 | 16.19 | 6.43 | 13.95 | 20.82 | 2.20 | 0.89 | 5.25 | 2.04 | 0.47 | 0.80 | 3.20 | 0.17 | 0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.63 | 12.95 | 4.19 | 0.00 | 9.34 | 6.74 | 2.97 | 6.49 | 1.51 | 3.54 | 0.00 | 3.51 |
Data as of 07/03/2025, AR inception is 08/14/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSAVX (AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO) |
-32.36%
Feb 2006 - Feb 2009 |
-19.93%
Feb 2004 - Feb 2009 |
-7.52%
Feb 1999 - Feb 2009 |
-3.39%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSAVX (AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO) |
60.64%
Feb 2009 - Feb 2012 |
44.73%
Feb 2009 - Feb 2014 |
22.19%
Feb 2009 - Feb 2019 |
20.24%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart