Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FSUTX (UTILITIES PORTFOLIO UTILITIES PORTFOLIO) 1.00% 13.58% 7.00% 11.01% 8.79% 10.40% 8.83% 10.43%
More Performance Analytics Comparison
Name Start Date End Date
FSUTX (UTILITIES PORTFOLIO UTILITIES PORTFOLIO) 01/27/1984 05/05/2025
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 01/27/1984.
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
Annualized Return (%) 0.85 13.58 7.00 11.01 8.79 10.40 8.83 10.43 1.00 21.96 -2.50 2.24 16.39 -2.25 22.68 8.58 17.94 14.02 -10.88 21.62 20.64 7.03 13.08 10.95 14.39 -35.96 18.14 30.08 9.35 24.22 26.42 -30.40 -21.92 -13.65 25.95 43.06 30.30 11.36 34.39 -7.43 12.58 10.59 21.06 0.55 39.01 16.45 -9.24 23.66 35.24 20.87
Sharpe Ratio NA 0.51 0.17 0.48 0.36 NA NA 0.47 0.03 0.93 -0.41 0.04 1.08 -0.06 1.96 0.53 1.92 0.89 -0.65 1.68 1.73 0.71 0.71 0.70 0.64 -0.96 0.83 2.74 0.63 2.06 1.53 -1.18 -1.08 -0.67 1.33 2.33 1.87 0.66 3.56 -1.03 1.36 1.46 2.42 -0.57 4.31 1.27 -0.78 1.80 3.43 1.49
Standard Deviation(%) NA 18.63 19.04 18.34 19.44 NA NA 16.89 22.42 16.51 16.76 21.56 15.13 39.42 10.86 13.89 9.06 15.51 16.76 12.89 11.89 9.91 18.36 15.57 22.18 38.24 18.32 9.84 11.31 11.32 16.85 26.74 22.68 26.53 17.12 17.05 14.27 11.74 8.59 10.04 7.70 5.58 7.11 8.29 7.72 9.26 16.89 10.77 8.76 10.66
Draw Down(%) NA 15.56 21.96 21.96 37.61 NA NA 66.73 11.16 9.58 17.03 18.49 8.21 37.61 4.42 8.69 5.60 12.13 18.54 8.49 11.09 8.12 14.63 9.13 24.44 45.54 13.47 5.66 9.49 6.17 17.10 45.29 34.67 27.63 8.75 12.56 9.36 9.41 2.96 10.46 8.28 6.50 3.61 10.05 4.04 4.98 18.97 12.32 9.79 4.23
Yield(%) 0.00 1.19 1.75 2.35 3.71 5.67 5.34 17.26 0.00 1.76 2.02 1.68 1.91 2.23 2.79 8.57 6.30 2.80 3.79 8.54 2.93 1.19 2.34 2.65 3.04 1.34 2.17 1.47 2.33 1.88 1.48 1.22 2.37 10.43 16.03 16.78 17.97 9.66 2.54 4.61 15.67 8.00 8.51 3.36 3.15 5.92 4.64 1.59 5.55 1.58
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FSUTX (UTILITIES PORTFOLIO UTILITIES PORTFOLIO) -26.54%
Mar 2000 - Mar 2003 		-8.27%
Mar 2000 - Mar 2005 		-2.35%
Mar 2000 - Mar 2010 		2.62%
Aug 2000 - Aug 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FSUTX (UTILITIES PORTFOLIO UTILITIES PORTFOLIO) 38.75%
Mar 1997 - Mar 2000 		30.22%
Mar 1995 - Mar 2000 		19.41%
Mar 1990 - Mar 2000 		19.15%
Jun 1984 - Jun 1999
Annualized Rolling Returns Comparison Chart