Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSCSX (SOFTWARE AND IT SERVICES PORTFOLIO SOFTWARE AND IT SERVICES PORTFOLIO) | -5.72% | -3.45% | 9.19% | 5.15% | 15.46% | 16.01% | 14.94% | … | … |
Data as of 06/04/2026, Common starting date is 07/29/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSCSX (SOFTWARE AND IT SERVICES PORTFOLIO SOFTWARE AND IT SERVICES PORTFOLIO) | 07/29/1985 | 06/04/2026 |
| 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 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.63 | -3.45 | 9.19 | 5.15 | 15.46 | 16.01 | 14.94 | … | … | -5.72 | 4.98 | 9.53 | 51.72 | -29.13 | 18.13 | 45.55 | 38.99 | 2.28 | 38.60 | 10.29 | 10.41 | 8.77 | 51.23 | 17.95 | 2.22 | 18.96 | 61.51 | -42.14 | 23.88 | 24.92 | 0.04 | 7.64 | 35.02 | -23.39 | -7.01 | -18.25 | 77.99 | 41.06 | -2.62 | 11.73 | 29.94 | -0.94 | 4.24 | 35.54 | 27.28 | 0.86 | 5.93 | 9.05 | 3.95 | 13.86 | 11.10 |
| Sharpe Ratio | NA | -0.11 | 0.31 | 0.12 | 0.59 | NA | NA | … | … | -0.36 | 0.09 | 0.31 | 2.58 | -0.95 | 1.03 | 1.22 | 2.34 | 0.04 | 3.42 | 0.57 | 0.60 | 0.44 | 3.83 | 1.13 | 0.08 | 0.96 | 2.48 | -1.02 | 1.13 | 1.58 | -0.16 | 0.35 | 1.48 | -0.69 | -0.19 | -0.42 | 2.20 | 1.14 | -0.21 | 0.37 | 1.18 | -0.18 | 0.08 | 1.72 | 1.05 | -0.21 | 0.00 | 0.23 | -0.01 | 0.59 | 1.62 |
| Standard Deviation(%) | NA | 26.95 | 23.75 | 24.71 | 23.71 | NA | NA | … | … | 36.70 | 24.78 | 18.84 | 18.85 | 32.15 | 17.54 | 37.01 | 16.06 | 23.29 | 11.15 | 17.53 | 17.39 | 20.09 | 13.36 | 15.99 | 27.05 | 19.65 | 24.78 | 41.97 | 18.47 | 13.71 | 14.13 | 18.82 | 23.11 | 35.74 | 51.28 | 53.08 | 33.96 | 33.08 | 29.36 | 21.93 | 21.98 | 21.88 | 25.51 | 19.05 | 22.11 | 21.90 | 15.90 | 18.10 | 39.26 | 16.01 | 14.12 |
| Draw Down(%) | NA | 34.24 | 34.24 | 37.06 | 37.06 | NA | NA | … | … | 30.97 | 26.55 | 15.39 | 10.59 | 33.70 | 9.25 | 30.03 | 7.78 | 22.18 | 4.48 | 15.89 | 11.61 | 11.59 | 4.85 | 13.54 | 21.01 | 16.36 | 17.01 | 50.31 | 12.56 | 11.23 | 15.72 | 24.73 | 17.07 | 46.60 | 50.19 | 36.70 | 20.18 | 30.57 | 23.14 | 18.42 | 17.72 | 32.41 | 17.91 | 18.78 | 20.85 | 36.29 | 17.60 | 16.09 | 40.67 | 19.01 | 13.30 |
| Yield(%) | 0.00 | 16.75 | 13.49 | 9.35 | 16.06 | 19.05 | 23.44 | … | … | 6.46 | 12.66 | 10.72 | 10.83 | 5.94 | 7.37 | 6.87 | 15.47 | 4.22 | 9.08 | 4.31 | 5.48 | 10.29 | 6.62 | 11.79 | 13.55 | 3.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.04 | 0.00 | 0.00 | 0.53 | 31.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/29/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCSX (SOFTWARE AND IT SERVICES PORTFOLIO SOFTWARE AND IT SERVICES PORTFOLIO) |
-19.46%
Feb 2000 – Feb 2003 |
-6.69%
Feb 2000 – Feb 2005 |
0.15%
Aug 2000 – Aug 2010 |
5.90%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCSX (SOFTWARE AND IT SERVICES PORTFOLIO SOFTWARE AND IT SERVICES PORTFOLIO) |
40.56%
Mar 1997 – Mar 2000 |
31.21%
Feb 2009 – Feb 2014 |
23.88%
Sep 2011 – Sep 2021 |
21.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart