Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSLBX (BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO) | 9.03% | 32.71% | 27.81% | 21.92% | 13.98% | 13.57% | 10.22% | 11.52% |
Data as of 07/11/2025, AR inception is 07/11/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSLBX (BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO) | 07/11/1986 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.07 | 32.71 | 27.81 | 21.92 | 13.98 | 13.57 | 10.22 | 11.52 | 9.03 | 35.74 | 27.77 | -17.54 | 40.61 | 22.66 | 31.60 | -15.17 | 30.02 | 6.69 | -9.84 | 5.33 | 48.88 | 28.29 | -22.81 | 11.20 | 50.41 | -49.32 | -0.21 | 21.28 | 29.90 | 12.95 | 36.48 | -17.23 | -9.24 | 28.26 | 30.70 | 5.68 | 62.27 | 39.62 | 23.60 | -17.27 | 49.38 | 5.12 | 82.25 | -16.18 | 14.06 | 18.55 | -36.85 | -7.23 |
| Sharpe Ratio | NA | 1.17 | 1.07 | 0.91 | 0.52 | NA | NA | 0.37 | 0.45 | 1.86 | 1.30 | -0.66 | 2.35 | 0.52 | 1.90 | -0.84 | 2.46 | 0.28 | -0.49 | 0.32 | 3.05 | 1.67 | -0.62 | 0.42 | 1.09 | -0.87 | -0.14 | 1.05 | 2.16 | 0.71 | 1.50 | -0.52 | -0.37 | 0.75 | 0.94 | 0.07 | 2.78 | 2.75 | 1.74 | -1.44 | 3.45 | 0.17 | 4.68 | -1.52 | 0.65 | 1.03 | -1.02 | -1.12 |
| Standard Deviation(%) | NA | 26.85 | 22.67 | 22.26 | 23.92 | NA | NA | 25.39 | 32.50 | 17.29 | 18.77 | 28.95 | 17.25 | 42.60 | 15.89 | 19.70 | 12.01 | 22.91 | 19.95 | 16.59 | 16.01 | 17.11 | 36.69 | 26.19 | 46.31 | 57.64 | 23.48 | 17.02 | 12.79 | 16.96 | 23.90 | 35.22 | 31.98 | 31.90 | 29.03 | 32.36 | 20.97 | 12.95 | 11.24 | 14.11 | 13.63 | 15.49 | 16.64 | 14.23 | 12.46 | 13.25 | 40.31 | 16.52 |
| Draw Down(%) | NA | 26.06 | 26.06 | 30.87 | 40.56 | NA | NA | 68.20 | 26.06 | 8.72 | 16.40 | 28.86 | 7.92 | 40.56 | 9.65 | 26.85 | 5.98 | 21.58 | 19.21 | 10.67 | 8.15 | 18.54 | 37.28 | 24.19 | 30.95 | 65.12 | 19.22 | 16.98 | 9.63 | 21.36 | 23.85 | 38.58 | 38.12 | 18.73 | 24.36 | 46.68 | 15.20 | 10.38 | 6.87 | 23.16 | 8.42 | 21.87 | 10.62 | 31.12 | 17.67 | 10.07 | 53.89 | 13.02 |
| Yield(%) | 0.00 | 0.84 | 1.57 | 2.19 | 3.85 | 5.09 | 4.68 | 15.36 | 0.03 | 0.95 | 1.54 | 1.70 | 1.94 | 3.60 | 5.34 | 7.26 | 8.33 | 1.34 | 5.41 | 3.47 | 0.79 | 2.70 | 0.98 | 0.64 | 0.77 | 5.23 | 8.88 | 13.14 | 6.56 | 0.48 | 0.42 | 0.52 | 6.94 | 14.39 | 8.15 | 1.45 | 3.06 | 4.14 | 9.91 | 0.00 | 11.17 | 0.00 | 0.14 | 1.06 | 2.14 | 1.36 | 9.56 | 0.11 |
Data as of 07/11/2025, AR inception is 07/11/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSLBX (BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO) |
-22.41%
Feb 2006 - Feb 2009 |
-8.82%
May 2007 - May 2012 |
1.04%
Feb 2006 - Feb 2016 |
3.81%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSLBX (BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO) |
46.17%
Apr 1995 - Apr 1998 |
34.23%
Aug 1995 - Aug 2000 |
30.05%
Oct 1990 - Oct 2000 |
21.45%
Nov 1990 - Nov 2005 |
Annualized Rolling Returns Comparison Chart