Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSCPX (CONSUMER DISCRETIONARY PORTFOLIO CONSUMER DISCRETIONARY PORTFOLIO) | -2.15% | 13.95% | 15.62% | 5.79% | 12.00% | 12.79% | 10.49% | … | … |
Data as of 06/05/2026, Common starting date is 12/20/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSCPX (CONSUMER DISCRETIONARY PORTFOLIO CONSUMER DISCRETIONARY PORTFOLIO) | 12/20/1990 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.88 | 13.95 | 15.62 | 5.79 | 12.00 | 12.79 | 10.49 | … | … | -2.15 | 6.75 | 24.56 | 41.81 | -34.88 | 19.23 | 35.68 | 27.06 | -1.00 | 22.11 | 4.35 | 5.40 | 10.23 | 41.10 | 21.00 | -1.66 | 31.18 | 38.12 | -34.60 | -8.42 | 13.04 | 2.82 | 9.27 | 23.90 | -17.08 | -3.15 | -9.34 | 10.14 | 27.48 | 38.00 | 13.15 | 28.30 | -7.09 | 24.64 | 0.97 | 36.11 | 0.72 |
| Sharpe Ratio | NA | 0.75 | 0.72 | 0.16 | 0.48 | NA | NA | … | … | 0.23 | 0.15 | 1.13 | 1.97 | -1.00 | 1.03 | 1.00 | 1.81 | -0.12 | 2.63 | 0.28 | 0.33 | 0.78 | 3.32 | 1.47 | -0.07 | 1.47 | 1.28 | -0.82 | -0.65 | 0.84 | 0.05 | 0.67 | 1.51 | -0.87 | -0.37 | -0.69 | 0.45 | 1.25 | 2.26 | 0.70 | 2.37 | -0.96 | 1.94 | -0.13 | 2.23 | 4.06 |
| Standard Deviation(%) | NA | 18.81 | 21.23 | 24.73 | 22.82 | NA | NA | … | … | 20.45 | 25.42 | 18.55 | 19.59 | 36.54 | 18.58 | 35.13 | 14.10 | 19.91 | 8.19 | 14.54 | 16.08 | 13.09 | 12.36 | 14.34 | 24.70 | 21.20 | 29.81 | 43.28 | 17.74 | 11.54 | 11.40 | 12.30 | 15.32 | 21.02 | 15.50 | 19.72 | 15.15 | 19.24 | 15.10 | 13.43 | 10.28 | 10.57 | 11.56 | 11.75 | 14.38 | 7.30 |
| Draw Down(%) | NA | 15.99 | 27.71 | 39.23 | 39.23 | NA | NA | … | … | 15.99 | 26.76 | 12.60 | 15.64 | 37.47 | 10.47 | 35.74 | 9.01 | 22.34 | 5.06 | 13.17 | 11.35 | 8.27 | 5.29 | 9.70 | 20.51 | 19.22 | 26.01 | 49.66 | 16.65 | 9.12 | 9.04 | 13.94 | 12.46 | 27.05 | 19.40 | 18.67 | 11.85 | 21.05 | 8.74 | 15.47 | 5.58 | 13.89 | 8.89 | 11.72 | 6.21 | 0.41 |
| Yield(%) | 0.00 | 9.78 | 8.21 | 6.51 | 8.91 | 11.26 | 9.20 | … | … | 4.66 | 5.07 | 8.67 | 3.02 | 7.98 | 10.01 | 1.54 | 2.74 | 3.18 | 4.72 | 0.95 | 3.90 | 7.93 | 10.76 | 10.25 | 4.41 | 0.73 | 0.42 | 0.44 | 12.18 | 8.51 | 1.06 | 4.15 | 1.92 | 0.00 | 5.65 | 11.95 | 6.73 | 3.54 | 7.84 | 0.00 | 1.69 | 3.90 | 10.42 | 0.00 | 0.00 | 0.61 |
Data as of 06/05/2026, Common starting date is 12/20/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCPX (CONSUMER DISCRETIONARY PORTFOLIO CONSUMER DISCRETIONARY PORTFOLIO) |
-17.36%
Feb 2006 – Feb 2009 |
-8.79%
Feb 2004 – Feb 2009 |
-4.36%
Feb 1999 – Feb 2009 |
2.97%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCPX (CONSUMER DISCRETIONARY PORTFOLIO CONSUMER DISCRETIONARY PORTFOLIO) |
32.90%
Feb 2009 – Feb 2012 |
29.04%
Feb 2009 – Feb 2014 |
19.24%
Feb 2009 – Feb 2019 |
16.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart