Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSVLX (CONSUMER FINANCE PORTFOLIO CONSUMER FINANCE PORTFOLIO) | -23.62% | -25.50% | 1.60% | -5.47% | 5.39% | 7.89% | -0.19% | … | … |
Data as of 06/05/2026, Common starting date is 12/31/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSVLX (CONSUMER FINANCE PORTFOLIO CONSUMER FINANCE PORTFOLIO) | 12/31/1986 | 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 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.93 | -25.50 | 1.60 | -5.47 | 5.39 | 7.89 | -0.19 | … | … | -23.62 | 0.26 | 22.04 | 24.55 | -29.75 | 22.31 | 2.25 | 34.18 | -10.51 | 23.13 | 14.58 | -5.02 | 9.85 | 32.57 | 34.46 | -0.93 | 5.95 | 1.89 | -58.50 | -38.01 | 12.24 | -7.04 | 13.22 | 36.91 | -0.69 | -3.15 | 50.23 | -12.37 | -14.80 | 45.53 | 36.77 | 53.49 | 2.64 | 27.25 | 57.83 | 64.58 | -15.08 | 9.34 | 18.50 | -7.90 | 0.00 |
| Sharpe Ratio | NA | -1.04 | 0.04 | -0.27 | 0.17 | NA | NA | … | … | -1.62 | -0.11 | 1.08 | 1.11 | -0.89 | 1.04 | 0.04 | 2.39 | -0.67 | 1.94 | 0.80 | -0.33 | 0.38 | 2.51 | 2.28 | -0.03 | 0.26 | 0.04 | -0.91 | -1.40 | 0.80 | -0.76 | 1.00 | 2.17 | -0.07 | -0.29 | 1.68 | -0.94 | -0.64 | 2.55 | 2.90 | 5.38 | -0.04 | 2.38 | 5.26 | 4.22 | -1.19 | 0.26 | 1.17 | -0.51 | NA |
| Standard Deviation(%) | NA | 22.08 | 21.23 | 24.70 | 26.04 | NA | NA | … | … | 27.13 | 24.39 | 17.08 | 19.03 | 35.13 | 21.44 | 52.31 | 13.67 | 17.92 | 11.62 | 17.90 | 15.45 | 25.76 | 12.98 | 15.25 | 30.00 | 22.24 | 40.58 | 65.50 | 29.53 | 11.03 | 12.27 | 12.29 | 16.65 | 24.99 | 19.37 | 27.43 | 16.76 | 28.69 | 16.30 | 11.30 | 9.20 | 10.48 | 10.49 | 10.42 | 14.31 | 17.24 | 13.27 | 11.55 | 23.54 | 0.00 |
| Draw Down(%) | NA | 30.77 | 31.70 | 42.62 | 51.70 | NA | NA | … | … | 28.47 | 22.81 | 13.61 | 18.33 | 34.85 | 17.65 | 51.70 | 8.41 | 22.37 | 6.37 | 17.50 | 11.96 | 14.00 | 5.35 | 11.47 | 21.16 | 24.38 | 35.51 | 67.80 | 44.96 | 5.99 | 15.91 | 11.26 | 13.32 | 27.65 | 17.76 | 19.28 | 20.03 | 47.16 | 13.87 | 5.79 | 5.35 | 18.39 | 11.25 | 7.39 | 8.56 | 35.47 | 27.58 | 8.82 | 37.45 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.96 | 4.75 | 7.97 | 2.35 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 20.07 | 1.92 | 2.31 | 7.10 | 1.89 | 4.28 | 9.03 | 20.34 | 18.15 | 2.25 | 1.80 | 2.47 | 4.07 | 2.17 | 5.33 | 14.11 | 12.52 | 15.13 | 4.23 | 2.00 | 6.35 | 0.93 | 2.04 | 2.79 | 15.24 | 7.79 | 4.33 | 15.28 | 6.95 | 2.24 | 1.74 | 1.43 | 5.74 | 1.58 | 26.70 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/31/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSVLX (CONSUMER FINANCE PORTFOLIO CONSUMER FINANCE PORTFOLIO) |
-40.53%
Feb 2006 – Feb 2009 |
-26.70%
Feb 2004 – Feb 2009 |
-8.71%
Feb 1999 – Feb 2009 |
-3.30%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSVLX (CONSUMER FINANCE PORTFOLIO CONSUMER FINANCE PORTFOLIO) |
59.71%
Oct 1990 – Oct 1993 |
42.69%
Oct 1990 – Oct 1995 |
28.36%
Oct 1990 – Oct 2000 |
21.54%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart