Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) | -3.58% | -1.19% | 3.67% | 2.85% | 6.43% | 14.00% | 10.81% | 11.90% |
Data as of 07/03/2025, AR inception is 07/14/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) | 07/14/1981 | 07/03/2025 |
| 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 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | -1.19 | 3.67 | 2.85 | 6.43 | 14.00 | 10.81 | 11.90 | -3.58 | 4.91 | 4.13 | -12.82 | 11.58 | 24.57 | 31.48 | 7.23 | 24.04 | -10.68 | 6.54 | 33.77 | 56.41 | 21.27 | 8.02 | 17.00 | 32.11 | -32.44 | 12.45 | 5.11 | 16.86 | 8.66 | 15.91 | -18.04 | -15.01 | 36.68 | -8.74 | 34.26 | 6.78 | -2.22 | 37.81 | 11.29 | 2.30 | -27.64 | 62.23 | 11.35 | 39.41 | 7.94 | -3.54 | 20.74 | 59.14 | -1.95 | 13.80 | 45.34 | 5.20 |
| Sharpe Ratio | NA | -0.35 | 0.03 | 0.09 | 0.25 | NA | NA | 0.46 | -0.50 | 0.10 | 0.03 | -0.56 | 0.78 | 0.79 | 1.89 | 0.31 | 2.16 | -0.56 | 0.33 | 1.57 | 4.04 | 1.67 | 0.35 | 1.02 | 1.57 | -1.10 | 0.73 | 0.16 | 1.39 | 0.60 | 0.93 | -0.79 | -0.89 | 1.22 | -0.56 | 1.45 | 0.13 | -0.34 | 3.40 | 0.59 | 0.01 | -1.37 | 2.92 | 0.31 | 2.53 | 0.19 | -0.22 | 0.91 | 4.09 | -0.52 | 0.38 | 1.65 | 0.07 |
| Standard Deviation(%) | NA | 18.14 | 16.73 | 18.08 | 19.47 | NA | NA | 19.40 | 21.30 | 13.51 | 13.78 | 25.76 | 14.82 | 30.58 | 15.91 | 18.69 | 10.87 | 19.39 | 20.00 | 21.52 | 13.96 | 12.84 | 22.94 | 16.62 | 20.40 | 30.22 | 12.88 | 10.39 | 10.49 | 12.76 | 16.31 | 24.34 | 19.95 | 26.50 | 21.60 | 21.19 | 23.50 | 17.30 | 9.96 | 13.84 | 17.47 | 21.82 | 19.89 | 18.72 | 13.22 | 16.04 | 35.40 | 17.99 | 13.11 | 17.39 | 19.70 | 22.61 | 20.31 |
| Draw Down(%) | NA | 17.41 | 17.41 | 29.31 | 29.31 | NA | NA | 44.99 | 14.49 | 9.98 | 14.96 | 26.96 | 10.52 | 28.41 | 10.28 | 20.93 | 5.16 | 17.60 | 20.32 | 12.94 | 5.61 | 7.85 | 20.15 | 13.83 | 18.24 | 44.05 | 7.31 | 9.84 | 5.37 | 12.42 | 9.62 | 31.61 | 24.91 | 12.99 | 19.22 | 15.61 | 17.13 | 14.97 | 6.78 | 10.84 | 20.42 | 34.59 | 13.34 | 15.69 | 6.91 | 12.61 | 38.46 | 20.35 | 16.37 | 11.67 | 20.15 | 6.72 | 8.17 |
| Yield(%) | 0.00 | 9.11 | 4.50 | 6.40 | 6.35 | 15.50 | 10.42 | 72.00 | 2.16 | 10.12 | 0.00 | 1.82 | 9.30 | 12.53 | 1.77 | 8.83 | 2.92 | 0.56 | 11.11 | 16.03 | 14.26 | 11.43 | 9.29 | 0.19 | 0.30 | 4.03 | 11.65 | 12.51 | 10.90 | 0.11 | 0.17 | 2.08 | 0.22 | 15.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 07/14/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) |
-10.77%
Feb 2006 - Feb 2009 |
-2.47%
Feb 2004 - Feb 2009 |
-0.80%
Feb 1999 - Feb 2009 |
4.55%
Aug 1995 - Aug 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) |
43.09%
Jul 1984 - Jul 1987 |
33.08%
Mar 1982 - Mar 1987 |
23.49%
Sep 1981 - Sep 1991 |
17.51%
Sep 1981 - Sep 1996 |
Annualized Rolling Returns Comparison Chart