Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) | -17.26% | -11.54% | -2.59% | -2.96% | 8.36% | 10.83% | 10.77% | … | … |
Data as of 06/03/2026, Common starting date is 06/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) | 06/16/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.99 | -11.54 | -2.59 | -2.96 | 8.36 | 10.83 | 10.77 | … | … | -17.26 | 4.82 | 9.80 | 0.62 | -24.84 | 24.56 | 30.18 | 29.58 | 15.98 | 26.66 | 8.69 | 7.12 | 27.97 | 41.41 | 15.57 | -3.29 | 12.87 | 32.63 | -23.38 | 17.87 | 4.08 | 7.62 | 17.48 | 33.38 | -6.24 | 0.34 | 50.39 | 10.72 | 21.53 |
| Sharpe Ratio | NA | -0.71 | -0.26 | -0.28 | 0.34 | NA | NA | … | … | -1.68 | 0.10 | 0.42 | -0.18 | -0.88 | 1.44 | 0.92 | 1.68 | 0.77 | 2.48 | 0.49 | 0.42 | 1.34 | 3.45 | 1.13 | -0.14 | 0.77 | 1.53 | -0.81 | 1.14 | 0.06 | 0.56 | 1.29 | 2.34 | -0.34 | -0.11 | 2.02 | 0.38 | 1.70 |
| Standard Deviation(%) | NA | 18.10 | 18.08 | 20.65 | 20.58 | NA | NA | … | … | 22.02 | 19.98 | 14.66 | 17.04 | 29.96 | 17.03 | 32.24 | 16.69 | 19.11 | 10.53 | 17.16 | 17.01 | 20.90 | 11.98 | 13.89 | 24.48 | 16.53 | 21.32 | 29.94 | 12.97 | 11.81 | 9.65 | 12.83 | 13.95 | 21.71 | 18.79 | 22.84 | 19.31 | 23.25 |
| Draw Down(%) | NA | 26.28 | 26.28 | 40.34 | 40.34 | NA | NA | … | … | 26.28 | 18.86 | 7.59 | 24.74 | 34.01 | 11.89 | 33.04 | 8.82 | 20.66 | 4.28 | 14.69 | 15.68 | 9.08 | 4.16 | 9.12 | 23.19 | 19.01 | 19.59 | 40.16 | 7.38 | 13.50 | 6.07 | 12.69 | 6.74 | 25.64 | 19.28 | 8.76 | 16.19 | 17.97 |
| Yield(%) | 0.00 | 16.11 | 8.96 | 5.92 | 10.14 | 12.43 | 13.88 | … | … | 10.89 | 7.49 | 9.64 | 0.00 | 1.35 | 9.30 | 8.02 | 2.30 | 7.94 | 7.44 | 6.13 | 15.17 | 17.03 | 12.36 | 4.79 | 5.16 | 0.15 | 0.00 | 3.13 | 9.49 | 9.17 | 3.79 | 0.55 | 3.37 | 0.67 | 2.06 | 17.88 | 3.48 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) |
-6.99%
Oct 2021 – Oct 2024 |
-4.34%
Apr 2021 – Apr 2026 |
6.55%
Aug 2000 – Aug 2010 |
10.60%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) |
29.07%
May 2012 – May 2015 |
25.29%
Dec 2016 – Dec 2021 |
22.35%
Dec 2011 – Dec 2021 |
16.78%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart