CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO started on 07/29/1985
CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO is classified as asset class Natural Resources
CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO expense ratio is 0.75%
CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO rating is
(76%)

Dividends


CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) Dividend Info

CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) dividend growth in the last 12 months is

The trailing 12-month yield of CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO is 0.00%. its dividend history:

Pay Date Cash Amount
Apr 12, 2024 $0.01
Dec 21, 2023 $0.166
Apr 14, 2023 $0.009
Dec 16, 2022 $0.149
Apr 08, 2022 $0.008
Dec 17, 2021 $0.142
Dec 18, 2020 $0.158
Dec 20, 2019 $0.425
Apr 12, 2019 $0.438
Dec 14, 2018 $0.799
Apr 11, 2018 $1.0339
Dec 15, 2017 $0.8173
Apr 12, 2017 $0.6266
Dec 16, 2016 $0.7006
Dec 18, 2015 $0.4729
Apr 10, 2015 $0.3872
Dec 22, 2014 $0.229
Apr 11, 2014 $0.333
Dec 20, 2013 $0.6112
Apr 12, 2013 $0.1986
Dec 21, 2012 $0.3637
Apr 13, 2012 $0.0857
Dec 09, 2011 $0.0599
Apr 15, 2011 $0.002
Dec 10, 2010 $0.053
Apr 09, 2010 $0.194
Dec 11, 2009 $0.097
Apr 17, 2009 $0.011
Dec 12, 2008 $0.061
Apr 11, 2008 $0.009
Dec 14, 2007 $0.246
Apr 13, 2007 $0.049
Dec 15, 2006 $0.785
Apr 13, 2006 $0.298
Dec 16, 2005 $0.163
Apr 15, 2005 $0.061
Dec 17, 2004 $0.053
Apr 02, 2004 $0.003
Dec 19, 2003 $0.034
Apr 04, 2003 $0.003
Dec 20, 2002 $0.039
Apr 05, 2002 $0.014
Dec 21, 2001 $0.026
Apr 06, 2001 $0.006
Dec 22, 2000 $0.023
Apr 07, 2000 $0.003

Dividend Growth History for CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.01 0.07% -94.29% -
2023 $0.175 1.21% 11.46% -94.29%
2022 $0.157 0.85% 10.56% -74.76%
2021 $0.142 1.00% -10.13% -58.70%
2020 $0.158 1.29% -81.69% -49.84%
2019 $0.863 6.99% -52.92% -59.00%
2018 $1.8329 10.14% 26.94% -58.04%
2017 $1.4439 9.74% 106.09% -50.85%
2016 $0.7006 5.46% -18.54% -41.21%
2015 $0.8601 5.86% 53.04% -39.04%
2014 $0.562 3.90% -30.60% -33.16%
2013 $0.8098 6.62% 80.20% -32.93%
2012 $0.4494 4.62% 626.01% -27.17%
2011 $0.0619 0.64% -74.94% -13.08%
2010 $0.247 3.19% 128.70% -20.47%
2009 $0.108 2.24% 54.29% -14.67%
2008 $0.07 0.85% -76.27% -11.45%
2007 $0.295 4.40% -72.76% -18.05%
2006 $1.083 15.92% 383.48% -22.92%
2005 $0.224 3.30% 300.00% -15.09%
2004 $0.056 1.07% 51.35% -8.25%
2003 $0.037 0.94% -30.19% -6.04%
2002 $0.053 1.23% 65.63% -7.30%
2001 $0.032 0.83% 23.08% -4.93%
2000 $0.026 0.69% - -3.90%

Dividend Growth Chart for CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX)

CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) Historical Returns And Risk Info

From 07/29/1985 to 05/02/2025, the compound annualized total return (dividend reinvested) of CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) is 9.022%. Its cumulative total return (dividend reinvested) is 3,000.311%.

From 07/29/1985 to 05/02/2025, the Maximum Drawdown of CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) is 59.2%.

From 07/29/1985 to 05/02/2025, the Sharpe Ratio of CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) is 0.31.

From 07/29/1985 to 05/02/2025, the Annualized Standard Deviation of CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) is 21.6%.

From 07/29/1985 to 05/02/2025, the Beta of CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) is 0.64.

The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 12/16/1994.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FSCHX (CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO) -5.80% -14.11% -7.97% 6.02% 2.37% 7.12% 7.86% 7.79%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -2.96% 13.66% 12.59% 16.59% 12.29% 12.91% 10.28% 10.72%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 2.07% 10.22% 7.26% 8.20% 5.89% 6.65% 6.05% 7.50%

Return Calculator for CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX)

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CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX)

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Retirement Spending Calculator for CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX)

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Rolling Returns


CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) 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 07/29/1985 to 05/02/2025, the worst annualized return of 3-year rolling returns for CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) is -13.72%.
From 07/29/1985 to 05/02/2025, the worst annualized return of 5-year rolling returns for CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) is -5.29%.
From 07/29/1985 to 05/02/2025, the worst annualized return of 10-year rolling returns for CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) is 2.31%.
From 07/29/1985 to 05/02/2025, the worst annualized return of 20-year rolling returns for CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) is 4.64%.

Drawdowns


CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO (FSCHX) Maximum Drawdown




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