Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSPCX (INSURANCE PORTFOLIO INSURANCE PORTFOLIO) | 2.62% | 14.55% | 19.03% | 20.69% | 12.49% | 14.06% | 8.82% | 11.92% |
Data as of 07/02/2025, AR inception is 12/31/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSPCX (INSURANCE PORTFOLIO INSURANCE PORTFOLIO) | 12/31/1986 | 07/02/2025 |
| 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 (%) | 0.10 | 14.55 | 19.03 | 20.69 | 12.49 | 14.06 | 8.82 | 11.92 | 2.62 | 28.44 | 12.98 | 7.75 | 29.26 | 0.00 | 30.06 | -11.57 | 15.50 | 18.17 | 3.43 | 10.16 | 43.85 | 19.62 | -5.16 | 20.23 | 21.83 | -46.99 | -4.48 | 11.36 | 13.77 | 12.80 | 27.46 | -5.65 | -4.90 | 53.25 | -5.97 | 20.34 | 47.04 | 23.68 | 34.80 | -0.35 | 8.19 | 22.48 | 36.68 | -9.81 | 37.83 | 17.40 | -12.18 | 0.00 |
| Sharpe Ratio | NA | 0.64 | 0.92 | 1.06 | 0.55 | NA | NA | 0.46 | 0.22 | 1.81 | 0.59 | 0.29 | 1.73 | -0.01 | 2.18 | -0.79 | 1.62 | 1.17 | 0.22 | 0.71 | 3.52 | 1.49 | -0.19 | 0.93 | 0.51 | -0.84 | -0.43 | 0.79 | 0.98 | 0.94 | 1.53 | -0.28 | -0.37 | 1.91 | -0.51 | 0.79 | 2.94 | 1.91 | 3.82 | -0.37 | 0.64 | 2.32 | 2.84 | -1.16 | 3.12 | 1.12 | -0.61 | NA |
| Standard Deviation(%) | NA | 19.04 | 17.30 | 18.24 | 20.41 | NA | NA | 20.69 | 22.39 | 13.74 | 15.81 | 21.88 | 16.92 | 42.43 | 13.08 | 16.40 | 9.19 | 15.33 | 15.64 | 14.36 | 12.45 | 13.27 | 27.90 | 21.76 | 42.71 | 56.67 | 17.99 | 10.16 | 11.70 | 12.55 | 17.45 | 24.68 | 20.42 | 25.74 | 18.23 | 21.44 | 14.65 | 10.40 | 8.07 | 9.28 | 9.38 | 8.53 | 11.50 | 13.13 | 10.21 | 11.09 | 26.91 | 0.00 |
| Draw Down(%) | NA | 11.43 | 12.67 | 16.65 | 43.68 | NA | NA | 69.48 | 11.43 | 9.96 | 12.67 | 16.65 | 8.53 | 43.68 | 5.72 | 22.14 | 7.06 | 11.64 | 10.44 | 9.62 | 5.75 | 9.16 | 25.74 | 15.50 | 37.77 | 64.28 | 14.58 | 8.07 | 10.06 | 13.56 | 18.60 | 23.72 | 21.68 | 24.43 | 23.60 | 31.45 | 9.18 | 7.83 | 4.12 | 10.49 | 11.67 | 5.65 | 10.31 | 26.28 | 6.64 | 6.81 | 30.59 | 0.00 |
| Yield(%) | 0.00 | 6.60 | 7.80 | 9.60 | 8.97 | 12.93 | 6.97 | 28.03 | 0.56 | 10.18 | 8.79 | 0.80 | 10.19 | 7.90 | 8.40 | 22.62 | 12.80 | 3.28 | 3.13 | 10.80 | 9.87 | 3.31 | 0.81 | 0.93 | 1.01 | 0.91 | 6.82 | 7.27 | 3.03 | 1.24 | 3.00 | 3.38 | 0.66 | 2.32 | 15.33 | 10.10 | 15.01 | 5.66 | 3.95 | 0.00 | 9.71 | 9.59 | 1.93 | 0.00 | 1.36 | 0.93 | 1.26 | 0.00 |
Data as of 07/02/2025, AR inception is 12/31/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSPCX (INSURANCE PORTFOLIO INSURANCE PORTFOLIO) |
-25.72%
Feb 2006 - Feb 2009 |
-13.26%
Feb 2004 - Feb 2009 |
-1.10%
Feb 1999 - Feb 2009 |
4.74%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSPCX (INSURANCE PORTFOLIO INSURANCE PORTFOLIO) |
36.50%
Mar 1995 - Mar 1998 |
27.31%
Apr 1994 - Apr 1999 |
23.74%
Oct 1990 - Oct 2000 |
18.45%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart