Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSDPX (MATERIALS PORTFOLIO MATERIALS PORTFOLIO) | 16.12% | 21.86% | 10.04% | 5.18% | 8.19% | 7.29% | 8.07% | … | … |
Data as of 06/04/2026, Common starting date is 07/08/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSDPX (MATERIALS PORTFOLIO MATERIALS PORTFOLIO) | 07/08/1987 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 21.86 | 10.04 | 5.18 | 8.19 | 7.29 | 8.07 | … | … | 16.12 | 11.32 | -2.95 | 7.29 | -9.86 | 31.66 | 21.77 | 12.40 | -23.74 | 26.22 | 11.98 | -8.70 | 0.39 | 21.91 | 20.14 | -8.18 | 28.11 | 78.68 | -47.55 | 29.14 | 19.47 | 14.32 | 13.03 | 50.33 | 1.03 | 7.77 | -5.43 | 16.48 | -11.02 | 1.70 | 13.98 | 15.39 | 8.19 | 21.38 | 12.37 | 35.81 | -17.16 | 4.45 | 10.83 | -21.39 |
| Sharpe Ratio | NA | 1.19 | 0.43 | 0.13 | 0.31 | NA | NA | … | … | 1.88 | 0.44 | -0.43 | 0.19 | -0.42 | 1.66 | 0.56 | 0.61 | -1.17 | 2.32 | 0.65 | -0.50 | 0.02 | 1.56 | 1.15 | -0.26 | 1.13 | 2.13 | -0.91 | 1.24 | 0.85 | 0.79 | 0.63 | 3.28 | 0.00 | 0.26 | -0.42 | 0.75 | -0.76 | -0.15 | 0.93 | 0.75 | 0.44 | 1.85 | 0.83 | 2.34 | -1.76 | -0.11 | 0.30 | -0.70 |
| Standard Deviation(%) | NA | 17.28 | 17.83 | 20.29 | 21.78 | NA | NA | … | … | 20.82 | 19.22 | 15.35 | 18.90 | 27.28 | 19.06 | 38.24 | 17.83 | 21.52 | 11.08 | 18.03 | 17.45 | 16.86 | 14.04 | 17.54 | 31.09 | 24.77 | 36.94 | 53.38 | 21.11 | 19.07 | 15.35 | 19.03 | 15.11 | 23.36 | 21.01 | 23.02 | 17.45 | 19.00 | 13.04 | 11.05 | 15.29 | 11.56 | 10.33 | 11.75 | 13.57 | 12.84 | 13.47 | 19.46 | 61.46 |
| Draw Down(%) | NA | 12.16 | 22.13 | 25.39 | 49.89 | NA | NA | … | … | 12.16 | 17.50 | 12.44 | 14.84 | 25.39 | 11.43 | 37.90 | 14.85 | 33.22 | 4.34 | 14.58 | 20.99 | 14.28 | 7.00 | 13.55 | 30.62 | 20.34 | 22.47 | 64.19 | 15.17 | 18.75 | 14.84 | 18.14 | 13.22 | 33.49 | 24.97 | 25.61 | 17.37 | 33.97 | 14.00 | 11.62 | 15.74 | 11.92 | 5.96 | 14.91 | 11.24 | 27.81 | 16.31 | 15.10 | 48.93 |
| Yield(%) | 0.00 | 5.61 | 6.04 | 4.77 | 5.40 | 5.29 | 6.43 | … | … | 3.45 | 2.14 | 10.82 | 5.59 | 2.94 | 0.93 | 0.83 | 1.34 | 8.67 | 6.21 | 1.18 | 2.15 | 9.28 | 2.84 | 3.70 | 1.36 | 2.14 | 1.27 | 0.34 | 5.46 | 11.77 | 3.00 | 2.38 | 0.49 | 1.90 | 0.90 | 0.46 | 0.14 | 0.00 | 14.84 | 6.44 | 0.69 | 0.89 | 0.35 | 0.53 | 0.54 | 2.40 | 0.00 | 1.67 | 0.19 |
Data as of 06/04/2026, Common starting date is 07/08/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSDPX (MATERIALS PORTFOLIO MATERIALS PORTFOLIO) |
-14.26%
Sep 1987 – Sep 1990 |
-4.13%
Mar 2015 – Mar 2020 |
3.00%
Mar 2010 – Mar 2020 |
3.61%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSDPX (MATERIALS PORTFOLIO MATERIALS PORTFOLIO) |
37.79%
Feb 2009 – Feb 2012 |
28.23%
Feb 2009 – Feb 2014 |
16.19%
Mar 2003 – Mar 2013 |
13.65%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart