Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 01/26/2018.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FSCGX (INDUSTRIAL EQUIPMENT PORTFOLIO INDUSTRIAL EQUIPMENT PORTFOLIO) NA 23.44% 14.38% 12.89% 9.22% 12.43% 8.77% 10.80%
More Performance Analytics Comparison
Name Start Date End Date
FSCGX (INDUSTRIAL EQUIPMENT PORTFOLIO INDUSTRIAL EQUIPMENT PORTFOLIO) 04/15/1988 01/26/2018
The return data shown below all have the same latest date: 01/26/2018.
AR inception is since 04/15/1988.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 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
Annualized Return (%) 1.06 23.44 14.38 12.89 9.22 12.43 8.77 10.80 -6.50 19.71 12.73 2.47 0.36 32.76 20.64 -7.69 33.90 38.91 -46.77 23.18 17.03 7.44 12.83 41.46 -22.92 -1.00 -4.19 17.37 12.66 18.78 26.68 27.93 3.13 43.32 11.84 26.83 -15.51 17.95 -5.74
Sharpe Ratio NA 0.50 0.60 0.59 0.31 NA NA 0.39 -1.25 1.94 0.82 0.15 0.02 2.41 1.21 -0.25 1.40 1.11 -1.09 1.16 0.96 0.39 0.77 2.19 -0.84 -0.13 -0.32 0.88 0.48 1.04 2.02 1.88 0.02 4.47 0.76 1.67 -1.27 1.04 -1.03
Standard Deviation(%) NA 15.95 15.62 16.77 25.14 NA NA 20.11 49.40 9.89 15.25 16.16 21.78 13.60 17.15 31.01 24.07 34.82 43.60 17.40 14.42 13.68 15.53 18.63 28.56 26.40 25.94 16.02 19.57 14.63 11.35 12.79 10.97 9.19 12.35 13.73 16.27 11.74 12.48
Draw Down(%) NA 12.02 14.89 15.96 62.67 NA NA 64.35 12.02 4.33 10.28 14.89 15.96 6.20 14.56 31.07 19.93 35.64 58.02 11.54 16.32 10.20 9.64 17.46 38.53 32.64 22.01 14.40 28.58 14.32 10.13 10.28 14.52 4.24 14.94 9.94 33.41 12.04 18.88
Yield(%) 11.99 20.11 11.00 11.95 7.96 12.85 8.25 16.45 12.59 6.47 5.57 5.50 18.21 8.24 1.41 1.05 0.58 1.16 2.38 6.64 1.58 6.83 3.98 0.00 0.00 0.14 10.18 12.97 3.87 21.42 16.79 10.77 0.89 3.02 0.49 1.13 0.76 0.00 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FSCGX (INDUSTRIAL EQUIPMENT PORTFOLIO INDUSTRIAL EQUIPMENT PORTFOLIO) -18.93%
Feb 2006 - Feb 2009 		-6.84%
Feb 2004 - Feb 2009 		-1.32%
Feb 1999 - Feb 2009 		3.87%
Feb 1994 - Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FSCGX (INDUSTRIAL EQUIPMENT PORTFOLIO INDUSTRIAL EQUIPMENT PORTFOLIO) 38.75%
Feb 2009 - Feb 2012 		29.63%
Feb 2009 - Feb 2014 		18.38%
Oct 1990 - Oct 2000 		14.26%
Oct 1992 - Oct 2007
Annualized Rolling Returns Comparison Chart