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FSPCX: INSURANCE PORTFOLIO INSURANCE PORTFOLIO (MUTUAL FUND)
Basic Info 86.95 2.57(3.05%) June 05
| Asset Class: | Financial |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 11/27/1990 |
| Last Dividend Date: | 04/10/2026 |
| 12-Mo. Yield | 4.38% |
| Expenses | 0.81% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/27/1990 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.0 | -1.9 | -4.3 | 14.5 | 11.0 | 17.4 | 19.5 | 15.0 | 20.9 | 3.4 | 28.4 | 13.0 | 7.8 | 29.3 | 0.0 | 38.1 | 18.7 | 30.3 | 20.5 | 6.5 | 30.0 | 68.0 | 25.4 | -5.2 | 20.2 | 21.8 | -47.0 | 11.7 | 28.5 | 19.3 | 15.1 | 30.6 | -2.6 | -3.6 | 57.8 | 36.7 | 46.6 | 82.1 | 32.0 | 42.8 | -0.3 | 32.7 | 48.7 | 36.7 | 4.9 |
| Sharpe Ratio | NA | -0.42 | -0.44 | 0.71 | 0.48 | 0.73 | NA | NA | 0.86 | 0.03 | 1.81 | 0.59 | 0.29 | 1.73 | -0.01 | 2.63 | 0.7 | 1.92 | 1.31 | 0.42 | 1.61 | 4.55 | 1.91 | -0.19 | 0.93 | 0.51 | -0.84 | 0.42 | 1.81 | 1.42 | 1.11 | 1.69 | -0.15 | -0.3 | 2.07 | 1.29 | 1.81 | 4.45 | 2.54 | 4.53 | -0.37 | 1.88 | 2.87 | 2.88 | 6.98 |
| Draw Down(%) | NA | 7.6 | 10.4 | 11.7 | 16.6 | 43.7 | NA | NA | 66.7 | 11.7 | 10.0 | 12.7 | 16.6 | 8.5 | 43.7 | 5.7 | 13.2 | 7.1 | 11.6 | 10.4 | 9.6 | 5.7 | 9.2 | 25.7 | 15.5 | 37.8 | 64.3 | 14.6 | 7.2 | 9.2 | 13.6 | 18.6 | 23.6 | 20.6 | 24.4 | 23.6 | 31.5 | 9.2 | 7.8 | 4.1 | 10.5 | 11.7 | 6.4 | 10.3 | 1.1 |
| Standard Deviation(%) | NA | 16.3 | 15.7 | 15.8 | 17.6 | 21.5 | NA | NA | 22.1 | 18.9 | 13.7 | 15.8 | 21.9 | 16.9 | 42.4 | 13.9 | 24.9 | 15.5 | 15.4 | 15.6 | 18.6 | 14.9 | 13.4 | 27.8 | 21.8 | 42.7 | 56.8 | 20.1 | 14.0 | 12.0 | 12.7 | 17.7 | 24.8 | 20.5 | 25.9 | 25.9 | 23.8 | 17.5 | 11.1 | 8.6 | 9.1 | 16.2 | 15.9 | 11.3 | 9.3 |
| Treynor Ratio | NA | -0.12 | -0.11 | 0.17 | 0.11 | 0.2 | NA | NA | 0.25 | 0.01 | 0.36 | 0.14 | 0.08 | 0.36 | 0.0 | 0.49 | 0.26 | 0.45 | 0.25 | 0.07 | 0.31 | 0.8 | 0.35 | -0.06 | 0.24 | 0.32 | -0.63 | 0.12 | 0.31 | 0.19 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.03 | 0.0 | 0.02 | 0.03 | NA | NA | 0.06 | -0.03 | 0.02 | 0.01 | 0.07 | 0.0 | 0.0 | 0.05 | 0.11 | 0.06 | 0.0 | 0.03 | 0.06 | 0.11 | 0.02 | 0.03 | 0.03 | 0.03 | -0.05 | 0.1 | 0.05 | 0.06 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.58 | 0.62 | 0.67 | 0.74 | 0.79 | NA | NA | 0.76 | 0.71 | 0.69 | 0.69 | 0.81 | 0.82 | 0.87 | 0.74 | 0.66 | 0.66 | 0.8 | 0.9 | 0.97 | 0.85 | 0.73 | 0.82 | 0.83 | 0.67 | 0.76 | 0.71 | 0.82 | 0.89 | 0.86 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.35 | 0.36 | 0.5 | 0.67 | 0.69 | NA | NA | 0.55 | 0.56 | 0.56 | 0.59 | 0.85 | 0.85 | 0.94 | 0.66 | 0.23 | 0.28 | 0.86 | 0.9 | 0.37 | 0.58 | 0.81 | 0.94 | 0.89 | 0.88 | 0.81 | 0.62 | 0.41 | 0.71 | 0.59 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.8 | 4.4 | 7.8 | 6.7 | 13.4 | 19.3 | 12.5 | N/A | 3.4 | 10.2 | 8.8 | 0.8 | 10.2 | 7.9 | 15.1 | 43.8 | 24.4 | 5.2 | 6.1 | 25.7 | 28.4 | 8.7 | 0.8 | 0.9 | 1.0 | 0.9 | 20.0 | 21.2 | 8.1 | 3.4 | 5.8 | 6.6 | 1.9 | 6.6 | 45.7 | 30.2 | 38.2 | 12.5 | 11.3 | 0.0 | 29.0 | 27.9 | 1.9 | 0.0 |
| Dividend Growth(%) | N/A | -45.4 | -26.0 | 40.5 | -68.3 | 28.5 | 48.4 | N/A | N/A | -61.6 | 20.9 | 1080.2 | -90.5 | 13.1 | -35.9 | -76.7 | 81.8 | 446.4 | -14.9 | -76.5 | 15.2 | 285.1 | 908.5 | 2.4 | 13.1 | -41.2 | -96.0 | -3.0 | 195.6 | 166.3 | -29.7 | -16.6 | 232.3 | -56.2 | -88.9 | 65.8 | 1.8 | 258.7 | 44.7 | N/A | -100.0 | 13.7 | 1896.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/27/1990
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