Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSUTX (UTILITIES PORTFOLIO UTILITIES PORTFOLIO) | 4.42% | 14.92% | 16.74% | 12.59% | 11.26% | 11.41% | 9.52% | … | … |
Data as of 06/04/2026, Common starting date is 01/27/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSUTX (UTILITIES PORTFOLIO UTILITIES PORTFOLIO) | 01/27/1984 | 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 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | 14.92 | 16.74 | 12.59 | 11.26 | 11.41 | 9.52 | … | … | 4.42 | 14.08 | 28.76 | -1.12 | 5.20 | 17.64 | 0.75 | 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 | 0.86 | 0.86 | 0.60 | 0.52 | NA | NA | … | … | 0.63 | 0.68 | 1.56 | -0.29 | 0.18 | 1.17 | 0.01 | 1.95 | 0.52 | 1.92 | 0.89 | -0.65 | 1.68 | 1.73 | 0.71 | 0.71 | 0.70 | 0.64 | -0.96 | 0.82 | 2.72 | 0.63 | 2.05 | 1.53 | -1.18 | -1.09 | -0.67 | 1.32 | 2.32 | 1.86 | 0.65 | 3.54 | -1.05 | 1.35 | 1.44 | 2.40 | -0.59 | 4.28 | 1.24 | -0.79 | 1.78 | 3.40 | 1.46 |
| Standard Deviation(%) | NA | 16.01 | 16.77 | 17.43 | 19.39 | NA | NA | … | … | 18.55 | 16.60 | 16.13 | 16.89 | 21.43 | 14.99 | 39.75 | 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 | 9.21 | 15.20 | 20.15 | 37.61 | NA | NA | … | … | 7.44 | 9.55 | 9.52 | 15.86 | 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 | 5.50 | 6.29 | 5.91 | 6.40 | 7.78 | 6.94 | … | … | 1.89 | 5.30 | 7.73 | 3.37 | 4.73 | 3.15 | 4.69 | 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 |
Data as of 06/04/2026, Common starting date is 01/27/1984
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