Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFPCX (FINANCIAL SERVICES PORTFOLIO FINANCIAL SERVICES PORTFOLIO CLASS C) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 12/02/2025, Common starting date is 12/18/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFPCX (FINANCIAL SERVICES PORTFOLIO FINANCIAL SERVICES PORTFOLIO CLASS C) | 12/18/2000 | 12/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | 22.06 | 7.07 | -17.60 | 26.74 | -10.80 | 22.74 | -19.85 | 18.57 | 14.29 | -7.20 | 6.45 | 30.30 | 16.29 | -16.92 | 2.60 | 13.16 | -49.85 | -6.59 | 15.81 | 0.57 | 6.02 | 25.62 | -15.37 | -6.10 | 2.56 |
| Sharpe Ratio | NA | 0.00 | 0.71 | 0.63 | 0.31 | NA | NA | … | … | 0.40 | 0.97 | 0.15 | -0.73 | 1.31 | -0.23 | 1.33 | -1.10 | 1.37 | 0.79 | -0.42 | 0.51 | 2.23 | 1.01 | -0.53 | 0.10 | 0.28 | -0.97 | -0.49 | 0.91 | -0.11 | 0.35 | 1.27 | -0.63 | -0.40 | 5.12 |
| Standard Deviation(%) | NA | 19.66 | 17.61 | 19.68 | 22.97 | NA | NA | … | … | 20.05 | 15.98 | 18.79 | 25.96 | 20.41 | 47.17 | 16.06 | 19.36 | 13.11 | 17.89 | 17.22 | 12.69 | 13.59 | 16.15 | 31.90 | 25.03 | 46.55 | 52.13 | 19.78 | 13.91 | 14.36 | 14.47 | 19.61 | 26.17 | 21.13 | 22.93 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 13.26 | 17.08 | 25.33 | 12.71 | 44.58 | 11.07 | 30.15 | 9.21 | 17.14 | 13.57 | 8.35 | 6.89 | 15.71 | 32.49 | 23.05 | 38.83 | 60.69 | 15.55 | 10.77 | 11.53 | 15.07 | 18.92 | 30.39 | 23.31 | 2.82 |
| Yield(%) | 0.00 | 5.86 | 6.39 | 6.86 | 5.63 | 4.99 | 2.87 | … | … | 110.09 | 7.99 | 6.15 | 5.39 | 7.63 | 4.44 | 3.32 | 16.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.40 | 17.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/02/2025, Common starting date is 12/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFPCX (FINANCIAL SERVICES PORTFOLIO FINANCIAL SERVICES PORTFOLIO CLASS C) |
-28.45%
Feb 2006 – Feb 2009 |
-16.89%
Feb 2004 – Feb 2009 |
-5.20%
Sep 2001 – Sep 2011 |
-1.81%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFPCX (FINANCIAL SERVICES PORTFOLIO FINANCIAL SERVICES PORTFOLIO CLASS C) |
22.03%
Sep 2022 – Sep 2025 |
19.73%
Mar 2020 – Mar 2025 |
10.34%
Sep 2011 – Sep 2021 |
8.85%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart