Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSRPX (RETAILING PORTFOLIO RETAILING PORTFOLIO) | 2.55% | 9.42% | 14.93% | 4.60% | 13.05% | 15.23% | 13.35% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSRPX (RETAILING PORTFOLIO RETAILING PORTFOLIO) | 12/16/1985 | 06/04/2026 |
| 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 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.85 | 9.42 | 14.93 | 4.60 | 13.05 | 15.23 | 13.35 | … | … | 2.55 | 3.14 | 23.28 | 26.94 | -29.44 | 18.25 | 44.27 | 26.33 | 3.80 | 25.84 | 4.43 | 18.42 | 12.14 | 43.96 | 24.80 | 3.37 | 28.07 | 57.83 | -29.58 | -7.81 | 15.13 | 7.14 | 16.10 | 31.10 | -18.94 | -2.47 | -11.50 | -10.55 | 43.87 | 39.76 | 20.57 | 11.98 | -5.01 | 2.03 | 15.79 | 63.94 | -5.26 | 7.54 | 36.40 | -16.53 | 14.18 | -2.00 |
| Sharpe Ratio | NA | 0.69 | 0.75 | 0.11 | 0.55 | NA | NA | … | … | 0.61 | 0.01 | 1.31 | 1.38 | -0.89 | 1.01 | 1.29 | 1.67 | 0.12 | 2.77 | 0.26 | 1.09 | 0.78 | 3.50 | 1.64 | 0.14 | 1.33 | 1.88 | -0.66 | -0.53 | 0.78 | 0.31 | 1.17 | 1.70 | -0.78 | -0.20 | -0.51 | -0.53 | 1.61 | 2.17 | 1.13 | 0.88 | -0.64 | -0.01 | 0.94 | 3.69 | -0.59 | 0.08 | 2.47 | -0.66 | 0.69 | -4.48 |
| Standard Deviation(%) | NA | 15.43 | 17.17 | 21.98 | 21.35 | NA | NA | … | … | 17.16 | 20.29 | 15.01 | 17.08 | 34.64 | 17.98 | 33.90 | 14.87 | 20.85 | 9.14 | 16.04 | 16.81 | 15.63 | 12.56 | 15.23 | 23.82 | 21.10 | 30.68 | 45.84 | 20.63 | 15.05 | 15.69 | 12.86 | 17.83 | 25.73 | 24.85 | 30.70 | 26.39 | 25.15 | 16.55 | 14.84 | 9.13 | 12.59 | 14.75 | 13.99 | 16.20 | 18.18 | 19.70 | 12.71 | 31.32 | 14.25 | 10.14 |
| Draw Down(%) | NA | 11.57 | 22.58 | 39.01 | 39.01 | NA | NA | … | … | 11.57 | 22.58 | 9.58 | 14.16 | 35.01 | 11.66 | 30.68 | 10.25 | 24.10 | 6.51 | 15.37 | 9.69 | 9.54 | 4.57 | 11.59 | 17.85 | 22.12 | 19.91 | 46.44 | 19.65 | 12.71 | 14.77 | 8.91 | 16.76 | 29.97 | 28.94 | 21.29 | 24.33 | 25.17 | 10.76 | 15.47 | 6.41 | 11.31 | 10.23 | 15.76 | 9.74 | 34.70 | 24.62 | 6.56 | 42.57 | 22.03 | 2.00 |
| Yield(%) | 0.00 | 18.22 | 15.65 | 9.23 | 14.06 | 21.14 | 18.14 | … | … | 6.41 | 15.04 | 13.64 | 8.72 | 1.99 | 16.39 | 9.15 | 2.61 | 1.42 | 4.35 | 0.15 | 1.44 | 8.26 | 3.14 | 3.40 | 7.60 | 3.11 | 7.52 | 0.50 | 14.82 | 7.27 | 12.30 | 1.15 | 0.00 | 0.00 | 3.41 | 12.78 | 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 06/04/2026, Common starting date is 12/16/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRPX (RETAILING PORTFOLIO RETAILING PORTFOLIO) |
-13.56%
Mar 2000 – Mar 2003 |
-6.78%
Mar 1998 – Mar 2003 |
-3.88%
Jan 1999 – Jan 2009 |
3.57%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRPX (RETAILING PORTFOLIO RETAILING PORTFOLIO) |
37.60%
Jan 1996 – Jan 1999 |
32.59%
Feb 2009 – Feb 2014 |
23.25%
Jan 2009 – Jan 2019 |
20.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart