Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSRFX (TRANSPORTATION PORTFOLIO TRANSPORTATION PORTFOLIO) | 16.55% | 32.98% | 16.43% | 9.74% | 12.82% | 12.53% | 10.59% | … | … |
Data as of 06/05/2026, Common starting date is 06/23/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSRFX (TRANSPORTATION PORTFOLIO TRANSPORTATION PORTFOLIO) | 06/23/1989 | 06/05/2026 |
| 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 32.98 | 16.43 | 9.74 | 12.82 | 12.53 | 10.59 | … | … | 16.55 | 11.45 | 6.33 | 19.29 | -10.21 | 27.79 | 12.83 | 18.43 | -11.02 | 22.19 | 25.87 | -18.63 | 34.01 | 48.37 | 11.06 | -5.20 | 41.30 | 23.29 | -27.06 | -0.74 | 9.49 | 11.90 | 27.02 | 38.14 | -16.44 | 6.21 | 17.73 | 27.86 | -4.24 | 32.09 | 9.49 | 15.17 | 3.86 | 29.74 | 23.79 | 54.14 | -21.60 | 2.78 |
| Sharpe Ratio | NA | 1.47 | 0.65 | 0.35 | 0.51 | NA | NA | … | … | 1.73 | 0.36 | 0.16 | 0.91 | -0.48 | 1.65 | 0.33 | 0.97 | -0.61 | 1.64 | 1.37 | -1.00 | 2.09 | 3.49 | 0.73 | -0.19 | 1.72 | 0.63 | -0.66 | -0.19 | 0.31 | 0.62 | 1.58 | 1.88 | -0.67 | 0.14 | 0.65 | 1.39 | -0.34 | 1.83 | 0.57 | 1.02 | 0.08 | 3.04 | 1.85 | 3.14 | -1.71 | -0.02 |
| Standard Deviation(%) | NA | 20.58 | 20.29 | 20.74 | 21.94 | NA | NA | … | … | 23.39 | 24.12 | 17.01 | 17.24 | 24.53 | 16.86 | 38.24 | 17.49 | 20.46 | 13.23 | 18.68 | 18.66 | 16.30 | 13.83 | 15.24 | 27.10 | 23.97 | 36.92 | 42.17 | 20.72 | 19.46 | 15.65 | 16.47 | 19.92 | 26.31 | 26.95 | 20.65 | 17.65 | 22.85 | 15.44 | 10.22 | 10.97 | 9.66 | 9.04 | 11.38 | 15.91 | 15.82 | 13.39 |
| Draw Down(%) | NA | 11.69 | 25.23 | 25.23 | 41.11 | NA | NA | … | … | 11.69 | 24.50 | 11.82 | 16.23 | 22.34 | 8.26 | 40.74 | 11.14 | 23.72 | 7.53 | 12.34 | 19.99 | 11.91 | 6.20 | 8.65 | 26.78 | 16.80 | 38.84 | 40.26 | 16.22 | 18.95 | 12.21 | 11.26 | 14.04 | 35.58 | 29.90 | 13.79 | 18.15 | 37.42 | 11.33 | 10.84 | 8.95 | 10.84 | 4.64 | 8.81 | 7.64 | 31.57 | 10.77 |
| Yield(%) | 0.00 | 9.76 | 7.94 | 7.34 | 9.54 | 10.70 | 9.55 | … | … | 7.20 | 4.43 | 7.06 | 3.12 | 7.31 | 13.91 | 7.95 | 4.52 | 9.00 | 6.12 | 2.47 | 5.72 | 3.25 | 4.46 | 6.72 | 5.63 | 0.42 | 1.14 | 3.28 | 8.25 | 2.21 | 2.52 | 0.71 | 0.00 | 0.00 | 0.84 | 1.32 | 21.77 | 9.97 | 12.79 | 3.36 | 6.38 | 10.68 | 11.51 | 2.49 | 0.43 | 3.92 | 10.49 |
Data as of 06/05/2026, Common starting date is 06/23/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRFX (TRANSPORTATION PORTFOLIO TRANSPORTATION PORTFOLIO) |
-18.26%
Feb 2006 – Feb 2009 |
-2.96%
Feb 2004 – Feb 2009 |
3.32%
Apr 1999 – Apr 2009 |
6.14%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRFX (TRANSPORTATION PORTFOLIO TRANSPORTATION PORTFOLIO) |
36.15%
Oct 1990 – Oct 1993 |
30.55%
Feb 2009 – Feb 2014 |
20.10%
Feb 2009 – Feb 2019 |
17.38%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart