Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBPBX (FBP APPRECIATION & INCOME OPPORTUNITIES FUND FBP APPRECIATION & INCOME OPPORTUNITIES FUND) | NA | 29.53% | 18.15% | 12.37% | 8.43% | 10.09% | 6.48% | … | … |
Data as of 11/27/2023, Common starting date is 10/30/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBPBX (FBP APPRECIATION & INCOME OPPORTUNITIES FUND FBP APPRECIATION & INCOME OPPORTUNITIES FUND) | 10/30/1989 | 11/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | 29.53 | 18.15 | 12.37 | 8.43 | 10.09 | 6.48 | … | … | 32.28 | -4.65 | 28.09 | 1.50 | 17.31 | -5.70 | 9.46 | 15.38 | -8.09 | 5.24 | 28.85 | 9.29 | -5.28 | 8.90 | 28.72 | -30.11 | -4.57 | 10.91 | 4.16 | 6.22 | 24.90 | -14.20 | 6.69 | 1.09 | 5.02 | 15.46 | 20.63 | 16.56 | 22.32 | -0.20 | 9.40 | 13.91 | 27.30 | -7.87 | 2.50 |
| Sharpe Ratio | NA | 0.86 | 0.83 | 0.53 | 0.46 | NA | NA | … | … | 1.12 | -0.37 | 2.33 | 0.04 | 1.49 | -0.55 | 1.36 | 1.21 | -0.62 | 0.60 | 3.40 | 0.86 | -0.29 | 0.67 | 1.49 | -1.09 | -0.66 | 1.01 | 0.29 | 0.66 | 2.06 | -0.91 | 0.34 | -0.22 | 0.14 | 0.91 | 1.52 | 1.70 | 2.99 | -0.49 | 1.35 | 1.47 | 2.39 | -1.35 | 1.60 |
| Standard Deviation(%) | NA | 27.69 | 19.79 | 20.67 | 16.46 | NA | NA | … | … | 28.74 | 16.54 | 12.06 | 28.56 | 10.69 | 12.69 | 6.54 | 12.52 | 13.13 | 8.67 | 8.46 | 10.79 | 18.32 | 13.16 | 19.21 | 28.33 | 11.57 | 7.58 | 6.93 | 8.01 | 11.73 | 16.90 | 13.06 | 13.46 | 12.91 | 13.35 | 11.19 | 7.63 | 6.18 | 6.43 | 5.39 | 7.77 | 9.83 | 9.72 | 6.57 |
| Draw Down(%) | NA | 8.23 | 16.39 | 33.13 | 33.13 | NA | NA | … | … | 8.23 | 16.39 | 5.00 | 33.13 | 7.57 | 16.67 | 3.41 | 10.18 | 13.77 | 7.43 | 3.45 | 10.59 | 20.07 | 13.00 | 19.80 | 38.78 | 9.95 | 4.44 | 4.57 | 6.37 | 10.73 | 24.52 | 13.30 | 11.95 | 13.73 | 16.49 | 7.51 | 4.98 | 4.10 | 6.28 | 3.02 | 3.76 | 4.38 | 19.28 | 1.41 |
| Yield(%) | 0.00 | 1.96 | 6.57 | 5.85 | 5.02 | 6.71 | 4.53 | … | … | 1.45 | 9.59 | 5.72 | 1.61 | 6.89 | 3.70 | 4.93 | 1.98 | 6.15 | 4.75 | 5.99 | 4.09 | 1.77 | 1.80 | 2.11 | 3.94 | 5.84 | 4.84 | 5.33 | 4.48 | 2.06 | 3.35 | 3.67 | 6.06 | 9.63 | 5.83 | 7.50 | 6.15 | 3.50 | 2.92 | 2.68 | 3.20 | 4.45 | 4.46 | 1.88 |
Data as of 11/27/2023, Common starting date is 10/30/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBPBX (FBP APPRECIATION & INCOME OPPORTUNITIES FUND FBP APPRECIATION & INCOME OPPORTUNITIES FUND) |
-13.92%
Feb 2006 – Feb 2009 |
-7.07%
Feb 2004 – Feb 2009 |
-1.31%
Mar 1999 – Mar 2009 |
2.68%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBPBX (FBP APPRECIATION & INCOME OPPORTUNITIES FUND FBP APPRECIATION & INCOME OPPORTUNITIES FUND) |
23.72%
Jul 2020 – Jul 2023 |
17.64%
Jun 1994 – Jun 1999 |
13.59%
Oct 1990 – Oct 2000 |
10.53%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart