Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPFIX (FPA Flexible Fixed Income Fund) | NA | 3.59% | 8.16% | 0.37% | 5.09% | NA | NA | … | … |
Data as of 01/31/2013, Common starting date is 08/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPFIX (FPA Flexible Fixed Income Fund) | 08/19/1998 | 01/31/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.59 | 8.16 | 0.37 | 5.09 | NA | NA | … | … | 0.00 | 6.83 | 2.34 | 11.93 | 20.33 | -34.62 | 11.87 | 13.02 | 4.46 | 4.52 | 20.37 | -29.69 | -21.81 | -19.78 | 11.67 | 14.05 |
| Sharpe Ratio | NA | 0.37 | 0.50 | 0.01 | 0.20 | NA | NA | … | … | 0.00 | 0.70 | 0.10 | 0.68 | 0.83 | -0.92 | 0.58 | 1.04 | 0.18 | 0.20 | 1.06 | -1.18 | -1.11 | -0.84 | 0.45 | 1.33 |
| Standard Deviation(%) | NA | 9.45 | 16.98 | 24.24 | 20.10 | NA | NA | … | … | NA | 9.75 | 22.23 | 17.35 | 24.32 | 38.67 | 15.06 | 9.30 | 12.07 | 17.67 | 18.50 | 26.21 | 22.15 | 28.41 | 18.45 | 29.73 |
| Draw Down(%) | NA | 8.94 | 17.15 | 47.29 | 50.39 | NA | NA | … | … | 0.00 | 8.94 | 17.15 | 14.50 | 23.67 | 44.17 | 7.30 | 6.98 | 11.21 | 19.21 | 13.38 | 34.06 | 37.04 | 28.90 | 13.81 | 16.89 |
| Yield(%) | 0.00 | 0.74 | 1.32 | 1.05 | 1.44 | 0.96 | 0.72 | … | … | 0.00 | 0.76 | 1.39 | 1.40 | 1.67 | 0.94 | 2.15 | 2.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.67 | 1.57 | 1.97 |
Data as of 01/31/2013, Common starting date is 08/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPFIX (FPA Flexible Fixed Income Fund) |
-25.74%
Mar 2000 – Mar 2003 |
-13.16%
Apr 2000 – Apr 2005 |
-7.72%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPFIX (FPA Flexible Fixed Income Fund) |
20.78%
Feb 2009 – Feb 2012 |
11.35%
Sep 2002 – Sep 2007 |
4.98%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart