Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) 6.69% -15.28% -7.08% 0.95% 5.31% 9.93% 8.48% 8.76%
More Performance Analytics Comparison
Name Start Date End Date
FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) 06/30/1986 04/25/2025
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 06/30/1986.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 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 (%) 2.21 -15.28 -7.08 0.95 5.31 9.93 8.48 8.76 6.69 -25.27 1.28 -3.83 11.99 18.58 19.91 10.17 24.46 2.28 6.93 23.98 35.38 10.49 10.23 15.48 48.98 -44.53 16.81 -1.58 29.07 45.46 30.15 -12.13 -2.32 67.82 -29.59 -10.36 -1.40 -2.00 23.27 14.90 5.52 -20.47 66.74 12.90 54.69 15.78 -16.95 -18.10
Sharpe Ratio NA -0.95 -0.58 -0.07 0.16 NA NA 0.30 0.79 -1.60 -0.19 -0.23 0.71 0.44 0.94 0.49 2.17 0.12 0.39 1.62 3.06 0.69 0.39 0.82 1.60 -1.20 1.06 -0.36 2.16 2.46 1.37 -0.43 -0.21 2.75 -1.53 -0.58 -0.20 -0.32 1.31 0.83 0.18 -0.90 3.09 0.36 3.98 0.84 -0.78 -2.69
Standard Deviation(%) NA 22.77 19.70 20.07 21.74 NA NA 21.16 25.41 19.90 15.91 22.42 16.93 41.23 19.65 18.30 11.01 17.03 17.89 14.81 11.54 15.16 26.16 18.69 30.58 37.73 13.11 13.64 12.45 18.09 21.46 30.90 22.23 23.20 21.41 23.55 23.97 17.25 14.84 14.38 19.24 25.31 20.28 20.83 12.31 13.12 26.68 13.46
Draw Down(%) NA 26.68 28.69 31.05 35.48 NA NA 57.79 12.52 27.77 9.41 20.06 10.92 35.48 19.69 19.07 5.93 14.15 14.31 6.57 3.79 13.06 24.64 17.80 28.47 57.32 10.52 13.98 5.45 9.90 15.71 32.59 19.79 19.55 39.14 38.25 19.21 18.65 9.46 13.82 25.69 38.01 12.88 22.72 10.62 7.39 38.86 19.31
Yield(%) 0.00 0.00 0.20 0.24 3.51 7.02 6.43 15.91 0.00 0.01 0.36 0.22 0.24 0.89 0.33 12.47 14.51 4.56 4.18 10.25 7.47 5.72 0.00 0.05 0.00 0.73 8.64 8.91 6.65 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.37 0.00 0.00 0.00 0.00 0.64 0.00 0.24 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) -19.31%
Sep 1996 - Sep 1999 		-8.98%
Mar 1995 - Mar 2000 		1.74%
Dec 1991 - Dec 2001 		3.25%
Feb 1994 - Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) 42.80%
Dec 1988 - Dec 1991 		27.13%
Feb 2009 - Feb 2014 		20.98%
Nov 2008 - Nov 2018 		16.05%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart