Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSHOX (CONSTRUCTION AND HOUSING PORTFOLIO CONSTRUCTION AND HOUSING PORTFOLIO) | 5.50% | 11.59% | 15.32% | 9.99% | 14.56% | 15.27% | 11.55% | … | … |
Data as of 06/03/2026, Common starting date is 07/08/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSHOX (CONSTRUCTION AND HOUSING PORTFOLIO CONSTRUCTION AND HOUSING PORTFOLIO) | 07/08/1987 | 06/03/2026 |
| 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 (%) | -0.31 | 11.59 | 15.32 | 9.99 | 14.56 | 15.27 | 11.55 | … | … | 5.50 | 4.43 | 15.28 | 30.85 | -22.76 | 57.51 | 25.95 | 41.15 | -15.73 | 26.25 | 5.06 | 6.90 | 16.31 | 21.32 | 37.99 | 2.90 | 21.58 | 22.94 | -26.82 | -14.11 | 7.09 | 9.36 | 28.51 | 44.09 | -8.50 | 20.01 | 8.82 | -12.41 | 22.84 | 29.65 | 13.17 | 28.77 | -15.95 | 33.61 | 18.71 | 41.23 | -9.63 | 16.51 | 29.16 | -29.22 |
| Sharpe Ratio | NA | 0.47 | 0.62 | 0.33 | 0.56 | NA | NA | … | … | 0.43 | 0.07 | 0.63 | 1.43 | -0.85 | 3.35 | 0.58 | 3.09 | -0.95 | 2.63 | 0.29 | 0.42 | 0.96 | 1.29 | 2.19 | 0.10 | 0.85 | 0.54 | -0.49 | -0.74 | 0.20 | 0.34 | 1.62 | 2.20 | -0.33 | 0.79 | 0.20 | -1.04 | 0.91 | 1.98 | 0.86 | 2.57 | -1.50 | 3.85 | 1.44 | 2.50 | -0.97 | 1.14 | 1.87 | -1.26 |
| Standard Deviation(%) | NA | 19.76 | 20.16 | 21.63 | 22.69 | NA | NA | … | … | 23.87 | 20.89 | 18.61 | 19.25 | 28.50 | 17.14 | 44.11 | 12.84 | 18.11 | 9.76 | 16.46 | 16.40 | 17.05 | 16.55 | 17.52 | 28.60 | 25.22 | 42.59 | 56.73 | 23.53 | 18.91 | 20.89 | 17.04 | 19.70 | 29.05 | 22.68 | 22.62 | 15.22 | 21.21 | 13.06 | 11.02 | 9.65 | 12.68 | 8.14 | 11.19 | 14.85 | 15.57 | 9.29 | 12.90 | 43.70 |
| Draw Down(%) | NA | 16.54 | 24.76 | 33.23 | 43.67 | NA | NA | … | … | 16.54 | 20.57 | 11.78 | 18.15 | 33.23 | 7.79 | 43.67 | 6.53 | 24.87 | 5.43 | 17.06 | 9.65 | 8.17 | 9.74 | 13.33 | 27.35 | 26.28 | 38.02 | 54.26 | 26.73 | 19.68 | 16.83 | 12.57 | 16.82 | 33.86 | 23.57 | 20.19 | 20.17 | 31.76 | 8.44 | 9.11 | 5.82 | 23.97 | 4.44 | 11.89 | 9.37 | 32.23 | 10.64 | 7.75 | 44.76 |
| Yield(%) | 0.00 | 6.42 | 5.20 | 4.15 | 7.90 | 11.38 | 8.06 | … | … | 3.59 | 3.28 | 4.53 | 1.06 | 0.62 | 8.22 | 5.55 | 10.32 | 11.53 | 14.96 | 3.71 | 3.39 | 12.10 | 8.90 | 1.85 | 0.70 | 0.97 | 1.02 | 3.46 | 10.22 | 12.23 | 1.00 | 3.10 | 0.00 | 0.00 | 0.79 | 2.52 | 12.41 | 0.26 | 18.58 | 5.32 | 5.54 | 2.68 | 1.48 | 0.08 | 9.28 | 11.88 | 14.74 | 3.43 | 0.98 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FSHOX (CONSTRUCTION AND HOUSING PORTFOLIO CONSTRUCTION AND HOUSING PORTFOLIO) |
-21.44%
Feb 2006 – Feb 2009 |
-7.21%
Feb 2004 – Feb 2009 |
1.85%
Feb 1999 – Feb 2009 |
4.99%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSHOX (CONSTRUCTION AND HOUSING PORTFOLIO CONSTRUCTION AND HOUSING PORTFOLIO) |
40.95%
Dec 2018 – Dec 2021 |
29.18%
Feb 2009 – Feb 2014 |
20.81%
Sep 2011 – Sep 2021 |
19.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart