Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) | 5.56% | 10.09% | 0.03% | 0.56% | 8.52% | 10.35% | 9.51% | … | … |
Data as of 06/04/2026, Common starting date is 06/30/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) | 06/30/1986 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 10.09 | 0.03 | 0.56 | 8.52 | 10.35 | 9.51 | … | … | 5.56 | 3.85 | -13.21 | 1.52 | 0.86 | 20.22 | 18.58 | 19.91 | 10.17 | 24.46 | 2.28 | 6.93 | 23.98 | 35.38 | 10.49 | 10.23 | 15.48 | 48.98 | -44.53 | 16.81 | -1.58 | 29.07 | 45.46 | 30.15 | -12.13 | -2.32 | 67.82 | -29.59 | -10.36 | -1.40 | -2.00 | 23.27 | 14.90 | 5.52 | -20.47 | 66.74 | 12.90 | 54.69 | 15.78 | -16.95 | -18.10 |
| Sharpe Ratio | NA | 0.24 | -0.13 | -0.13 | 0.32 | NA | NA | … | … | 0.24 | 0.04 | -1.04 | -0.14 | -0.03 | 1.23 | 0.44 | 0.94 | 0.48 | 2.17 | 0.12 | 0.39 | 1.62 | 3.06 | 0.69 | 0.39 | 0.82 | 1.60 | -1.20 | 1.05 | -0.37 | 2.15 | 2.46 | 1.37 | -0.43 | -0.22 | 2.74 | -1.54 | -0.59 | -0.21 | -0.33 | 1.30 | 0.82 | 0.17 | -0.90 | 3.08 | 0.35 | 3.96 | 0.83 | -0.79 | -2.71 |
| Standard Deviation(%) | NA | 20.59 | 19.07 | 19.24 | 21.57 | NA | NA | … | … | 23.15 | 21.81 | 16.24 | 15.93 | 22.11 | 16.45 | 41.28 | 19.65 | 18.30 | 11.01 | 17.03 | 17.89 | 14.81 | 11.54 | 15.16 | 26.16 | 18.69 | 30.58 | 37.73 | 13.11 | 13.64 | 12.45 | 18.09 | 21.46 | 30.90 | 22.23 | 23.20 | 21.41 | 23.55 | 23.97 | 17.25 | 14.84 | 14.38 | 19.24 | 25.31 | 20.28 | 20.83 | 12.31 | 13.12 | 26.68 | 13.46 |
| Draw Down(%) | NA | 17.15 | 29.52 | 29.52 | 35.48 | NA | NA | … | … | 16.65 | 28.32 | 18.69 | 9.41 | 18.28 | 10.92 | 35.48 | 19.69 | 19.07 | 5.93 | 14.15 | 14.31 | 6.57 | 3.79 | 13.06 | 24.64 | 17.80 | 28.47 | 57.32 | 10.52 | 13.98 | 5.45 | 9.90 | 15.71 | 32.59 | 19.79 | 19.55 | 39.14 | 38.25 | 19.21 | 18.65 | 9.46 | 13.82 | 25.69 | 38.01 | 12.88 | 22.72 | 10.62 | 7.39 | 38.86 | 19.31 |
| Yield(%) | 0.00 | 0.78 | 4.74 | 4.60 | 7.25 | 9.41 | 9.29 | … | … | 0.00 | 0.78 | 12.17 | 0.59 | 5.07 | 7.94 | 0.89 | 0.33 | 12.47 | 14.51 | 4.56 | 4.18 | 10.25 | 7.47 | 5.72 | 0.00 | 0.05 | 0.00 | 0.73 | 8.64 | 8.91 | 6.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.64 | 0.00 | 0.24 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/30/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) |
-19.31%
Sep 1996 – Sep 1999 |
-8.98%
Mar 1995 – Mar 2000 |
1.74%
Dec 1991 – Dec 2001 |
3.25%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) |
42.80%
Dec 1988 – Dec 1991 |
27.13%
Feb 2009 – Feb 2014 |
20.98%
Nov 2008 – Nov 2018 |
16.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart