Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSRBX (BANKING PORTFOLIO BANKING PORTFOLIO) | 5.78% | 29.44% | 15.59% | 20.18% | 8.99% | 10.87% | 5.61% | 11.16% |
Data as of 07/01/2025, AR inception is 12/10/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSRBX (BANKING PORTFOLIO BANKING PORTFOLIO) | 12/10/1987 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.10 | 29.44 | 15.59 | 20.18 | 8.99 | 10.87 | 5.61 | 11.16 | 5.78 | 30.13 | 8.48 | -12.61 | 38.21 | -11.73 | 35.60 | -18.66 | 12.72 | 26.83 | 0.58 | 7.57 | 39.39 | 22.40 | -13.30 | 21.73 | 5.09 | -37.44 | -21.27 | 13.11 | -0.10 | 11.65 | 32.28 | -7.73 | 0.43 | 18.09 | -9.73 | 11.94 | 45.53 | 35.80 | 46.79 | 0.22 | 11.28 | 48.53 | 65.76 | -20.67 | 26.67 | 25.67 | 6.78 |
| Sharpe Ratio | NA | 0.85 | 0.38 | 0.62 | 0.24 | NA | NA | 0.32 | 0.08 | 1.06 | 0.16 | -0.52 | 1.49 | -0.20 | 1.77 | -1.02 | 0.73 | 1.13 | 0.03 | 0.54 | 3.02 | 1.28 | -0.38 | 0.75 | 0.07 | -0.56 | -1.09 | 0.96 | -0.21 | 0.94 | 1.84 | -0.31 | -0.09 | 0.42 | -0.53 | 0.31 | 2.11 | 2.28 | 4.37 | -0.25 | 0.61 | 3.72 | 3.93 | -1.54 | 1.88 | 2.37 | 9.56 |
| Standard Deviation(%) | NA | 30.02 | 28.08 | 28.96 | 29.72 | NA | NA | 27.28 | 31.68 | 24.94 | 30.90 | 27.11 | 25.63 | 59.43 | 19.26 | 19.79 | 16.70 | 23.56 | 19.42 | 14.00 | 13.04 | 17.60 | 35.02 | 28.84 | 68.16 | 68.82 | 22.54 | 10.15 | 11.10 | 11.35 | 17.14 | 28.31 | 22.57 | 33.36 | 24.76 | 27.27 | 19.75 | 13.98 | 9.80 | 11.39 | 14.99 | 12.25 | 15.65 | 16.96 | 11.00 | 8.74 | 23.18 |
| Draw Down(%) | NA | 26.05 | 33.05 | 41.95 | 51.23 | NA | NA | 76.89 | 24.58 | 11.38 | 33.05 | 27.93 | 14.09 | 51.13 | 11.56 | 29.31 | 11.80 | 20.60 | 14.40 | 8.94 | 5.84 | 11.92 | 33.44 | 27.66 | 52.54 | 51.07 | 25.14 | 6.71 | 8.91 | 10.91 | 13.09 | 28.72 | 18.01 | 20.86 | 19.88 | 29.65 | 13.80 | 6.93 | 5.59 | 14.76 | 14.90 | 9.73 | 7.71 | 35.37 | 18.42 | 4.67 | 2.37 |
| Yield(%) | 0.00 | 6.58 | 5.64 | 7.56 | 6.63 | 9.04 | 4.56 | 23.86 | 1.62 | 5.54 | 5.46 | 4.93 | 4.53 | 6.75 | 7.41 | 20.46 | 2.80 | 0.98 | 5.39 | 4.67 | 3.65 | 1.46 | 0.39 | 0.36 | 1.41 | 2.35 | 7.37 | 16.86 | 9.79 | 10.38 | 3.01 | 1.03 | 1.49 | 10.29 | 18.28 | 7.16 | 5.22 | 7.26 | 5.91 | 7.29 | 21.08 | 6.72 | 7.85 | 1.33 | 8.09 | 8.15 | 0.79 |
Data as of 07/01/2025, AR inception is 12/10/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRBX (BANKING PORTFOLIO BANKING PORTFOLIO) |
-30.80%
Feb 2006 - Feb 2009 |
-18.26%
Feb 2004 - Feb 2009 |
-6.46%
Feb 1999 - Feb 2009 |
0.55%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRBX (BANKING PORTFOLIO BANKING PORTFOLIO) |
50.45%
Sep 1990 - Sep 1993 |
35.88%
Oct 1990 - Oct 1995 |
26.83%
Oct 1990 - Oct 2000 |
19.98%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart