AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX)

Basic Info 52.93 0.2(0.38%)
May 17

AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO started on 08/14/1987
AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO is classified as asset class Consumer Cyclical
AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO expense ratio is 0.89%
AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO rating is
(71%)

AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) Dividend Info

AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) dividend growth in the last 12 months is 46.82%

The trailing 12-month yield of AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO is 0.96%. its dividend history:

DateDividend
12/21/2023 0.439
04/14/2023 0.015
12/16/2022 0.284
04/08/2022 0.765
12/17/2021 1.573
04/09/2021 0.122
12/18/2020 1.531
04/08/2020 2.953
12/20/2019 1.38
04/05/2019 0.127
12/14/2018 1.024
04/06/2018 1.415
12/15/2017 3.4
04/07/2017 2.355
12/16/2016 1.98
04/15/2016 0.51
12/18/2015 4.01
04/10/2015 2.37
12/22/2014 6.615
04/11/2014 4.987
12/20/2013 0.881
12/27/2012 0.005
12/21/2012 0.256
04/13/2012 0.024
12/09/2011 1.703
04/06/2011 0.72
04/30/2010 0.03
04/09/2010 0.63
04/17/2009 0.07
12/12/2008 0.29
12/14/2007 1.24
12/15/2006 0.06
12/16/2005 0.07
04/09/1998 2.18
12/19/1997 2.25
04/04/1997 0.92
12/06/1996 0.89
04/04/1996 0.03
12/02/1994 2.04
04/08/1994 0.27
12/03/1993 0.66
04/02/1993 0.65
12/04/1992 0.39
06/05/1992 0.03
12/20/1991 0.7
06/08/1990 0.18
12/08/1989 0.41
12/11/1987 0.5

Dividend Growth History for AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.454 1.13% -56.72% -
2022 $1.049 1.56% -38.11% -56.72%
2021 $1.695 3.25% -62.20% -48.25%
2020 $4.484 11.94% 197.54% -53.39%
2019 $1.507 5.08% -38.21% -25.91%
2018 $2.439 6.47% -57.62% -28.56%
2017 $5.755 16.19% 131.12% -34.51%
2016 $2.49 6.43% -60.97% -21.58%
2015 $6.38 13.95% -45.01% -28.13%
2014 $11.602 20.82% 1,216.91% -30.24%
2013 $0.881 2.20% 209.12% -6.41%
2012 $0.285 0.89% -88.24% 4.32%
2011 $2.423 5.25% 267.12% -13.03%
2010 $0.66 2.04% 842.86% -2.84%
2009 $0.07 0.47% -75.86% 14.29%
2008 $0.29 0.80% -76.61% 3.03%
2007 $1.24 3.20% 1,966.67% -6.09%
2006 $0.06 0.17% -14.29% 12.64%
2005 $0.07 0.20% - 10.95%
1998 $2.18 8.63% -31.23% -6.08%
1997 $3.17 12.95% 244.57% -7.20%
1996 $0.92 4.19% - -2.58%
1994 $2.31 9.34% 76.34% -5.46%
1993 $1.31 6.74% 211.90% -3.47%
1992 $0.42 2.97% -40.00% 0.25%
1991 $0.7 6.49% 288.89% -1.34%
1990 $0.18 1.51% -56.10% 2.84%
1989 $0.41 3.54% - 0.30%
1987 $0.5 3.51% - -0.27%

Dividend Growth Chart for AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX)

AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) Historical Returns And Risk Info

From 08/17/1987 to 05/17/2024, the compound annualized total return (dividend reinvested) of AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) is 8.522%. Its cumulative total return (dividend reinvested) is 1,919.428%.

From 08/17/1987 to 05/17/2024, the Maximum Drawdown of AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) is 81.3%.

From 08/17/1987 to 05/17/2024, the Sharpe Ratio of AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) is 0.28.

From 08/17/1987 to 05/17/2024, the Annualized Standard Deviation of AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) is 23.4%.

From 08/17/1987 to 05/17/2024, the Beta of AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) is 1.0.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
08/17/1987		 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
Annualized Return(%) 0.9 0.1 17.2 0.2 16.4 9.2 15.1 8.9 8.5 32.6 -37.4 29.0 63.2 28.9 -13.6 24.0 -5.8 0.1 4.9 46.7 26.2 -26.1 46.3 122.3 -61.2 -0.1 13.3 -1.8 7.1 43.5 -6.5 22.8 -7.2 -13.5 5.0 16.6 16.1 13.4 -12.8 35.4 41.6 37.4 -6.7 4.1 20.1 -28.0
Sharpe Ratio NA -0.19 0.75 -0.09 0.52 0.33 NA NA 0.28 1.48 -1.15 1.31 1.5 1.74 -0.76 2.07 -0.28 0.0 0.2 2.83 1.28 -0.77 1.63 2.35 -1.11 -0.14 0.7 -0.29 0.4 2.22 -0.29 0.92 -0.62 -1.12 0.09 1.11 1.36 1.0 -1.19 3.57 3.03 2.4 -0.83 -0.17 1.27 -1.6
Draw Down(%) NA 9.0 16.3 41.9 43.3 43.3 NA NA 81.3 16.3 41.9 10.6 43.3 13.1 23.9 5.6 23.1 18.2 17.0 5.9 22.5 39.3 21.4 46.4 72.5 20.1 14.7 12.7 14.4 16.9 33.5 29.1 22.0 24.0 33.6 10.6 11.4 6.4 23.8 4.1 14.3 8.8 29.9 12.7 11.2 35.9
Standard Deviation(%) NA 17.3 18.0 25.1 28.4 24.4 NA NA 23.4 19.3 34.0 22.1 41.8 15.8 19.7 11.4 21.4 18.3 24.7 16.5 20.6 34.0 28.3 51.9 56.1 21.5 14.4 13.4 15.4 19.3 26.4 22.8 18.2 15.0 19.9 11.7 9.2 9.6 13.2 9.3 12.8 13.9 14.4 9.6 12.1 38.7
Treynor Ratio NA -0.03 0.12 -0.02 0.13 0.07 NA NA 0.06 0.25 -0.32 0.23 0.6 0.27 -0.16 0.2 -0.05 0.0 0.05 0.37 0.19 -0.19 0.32 0.74 -0.52 -0.03 0.09 -0.04 0.05 0.44 -0.09 0.26 -0.22 -0.32 0.02 0.27 0.26 0.16 -0.18 0.47 0.48 0.48 -0.16 -0.03 0.27 -0.88
Alpha NA -0.12 -0.05 -0.04 0.01 -0.01 NA NA 0.0 0.01 -0.08 -0.02 0.13 -0.01 -0.04 0.0 -0.08 0.0 -0.03 0.02 0.02 -0.12 0.08 0.19 -0.13 -0.02 -0.01 -0.02 -0.02 0.05 0.06 0.13 -0.02 -0.1 -0.06 0.0 0.01 -0.03 -0.06 0.09 0.11 0.05 -0.02 -0.05 0.03 -0.13
Beta NA 1.04 1.16 1.19 1.12 1.1 NA NA 1.0 1.15 1.22 1.24 1.05 1.01 0.92 1.17 1.32 1.03 1.09 1.26 1.37 1.35 1.43 1.66 1.2 1.09 1.12 0.96 1.18 0.97 0.84 0.82 0.52 0.52 0.78 0.48 0.47 0.6 0.88 0.7 0.8 0.7 0.73 0.55 0.56 0.7
RSquare NA 0.48 0.55 0.67 0.7 0.64 NA NA 0.63 0.61 0.75 0.54 0.77 0.63 0.64 0.47 0.66 0.77 0.24 0.71 0.72 0.87 0.83 0.75 0.78 0.66 0.61 0.54 0.73 0.73 0.69 0.61 0.41 0.39 0.64 0.55 0.37 0.24 0.44 0.45 0.38 0.55 0.67 0.56 0.62 0.85
Yield(%) N/A 0.0 1.0 1.8 5.8 6.4 14.4 7.5 N/A 1.1 1.5 3.2 11.9 5.1 6.5 16.2 6.4 13.9 20.8 2.2 0.9 5.2 2.0 0.5 0.8 3.2 0.2 0.2 0.0 0.0 0.0 0.0 0.0 0.0 8.6 13.0 4.2 0.0 9.3 6.7 3.0 6.5 1.5 3.5 0.0 3.5
Dividend Growth(%) N/A -100.0 46.8 -56.9 -61.9 199.7 319.4 N/A N/A -55.8 -38.5 -62.3 196.7 -38.1 -57.6 131.3 -61.0 -45.0 1219.3 214.3 -88.4 266.7 842.9 -75.9 -76.6 1966.7 -14.3 N/A N/A N/A N/A N/A N/A -100.0 -31.2 244.6 N/A -100.0 76.3 211.9 -40.0 288.9 -56.1 N/A -100.0 N/A

Return Calculator for AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX)

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AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) Historical Return Chart

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AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 08/17/1987 to 05/17/2024, the worst annualized return of 3-year rolling returns for AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) is -32.36%.
From 08/17/1987 to 05/17/2024, the worst annualized return of 5-year rolling returns for AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) is -19.93%.
From 08/17/1987 to 05/17/2024, the worst annualized return of 10-year rolling returns for AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) is -7.52%.
From 08/17/1987 to 05/17/2024, the worst annualized return of 20-year rolling returns for AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO (FSAVX) is 2.07%.

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