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FBSOX: IT SERVICES PORTFOLIO IT SERVICES PORTFOLIO (MUTUAL FUND)
Basic Info 39.87 0.79(1.94%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 03/26/1998 |
| Last Dividend Date: | 04/10/2026 |
| 12-Mo. Yield | 13.41% |
| Expenses | 0.73% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/26/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | -8.0 | -14.9 | 5.4 | -2.4 | 9.4 | 12.0 | 11.5 | 10.6 | -2.8 | 15.0 | 23.2 | -28.9 | 2.5 | 31.5 | 42.2 | 4.1 | 34.3 | 5.2 | 13.1 | 6.9 | 53.2 | 19.8 | 2.3 | 18.5 | 59.1 | -32.9 | 11.4 | 14.6 | 6.4 | 14.6 | 26.1 | -26.9 | 9.6 | -1.8 | 29.4 | 18.2 |
| Sharpe Ratio | NA | -0.67 | -0.72 | 0.2 | -0.2 | 0.35 | NA | NA | 0.42 | -0.27 | 0.78 | 1.2 | -0.93 | 0.12 | 0.8 | 2.48 | 0.13 | 3.55 | 0.29 | 0.79 | 0.36 | 4.15 | 1.27 | 0.08 | 0.93 | 2.32 | -0.84 | 0.47 | 0.84 | 0.39 | 1.06 | 1.29 | -0.89 | 0.32 | -0.26 | 1.52 | 0.86 |
| Draw Down(%) | NA | 23.0 | 28.0 | 30.7 | 42.3 | 42.3 | NA | NA | 50.0 | 20.1 | 12.4 | 12.6 | 35.6 | 18.6 | 36.6 | 9.0 | 22.9 | 3.6 | 14.9 | 9.5 | 10.5 | 5.4 | 13.2 | 22.2 | 18.4 | 17.1 | 48.0 | 14.5 | 11.3 | 12.0 | 11.1 | 21.6 | 45.5 | 23.2 | 22.5 | 16.3 | 28.6 |
| Standard Deviation(%) | NA | 25.7 | 20.7 | 18.7 | 22.3 | 22.7 | NA | NA | 22.2 | 21.0 | 14.6 | 16.5 | 32.6 | 21.0 | 38.9 | 16.5 | 21.3 | 9.5 | 17.4 | 16.7 | 19.4 | 12.8 | 15.6 | 28.4 | 19.8 | 25.4 | 40.3 | 17.5 | 13.4 | 10.5 | 12.8 | 19.7 | 31.7 | 22.9 | 23.7 | 17.2 | 24.1 |
| Treynor Ratio | NA | -0.33 | -0.31 | 0.07 | -0.06 | 0.1 | NA | NA | 0.11 | -0.11 | 0.28 | 0.27 | -0.34 | 0.03 | 0.34 | 0.5 | 0.03 | 0.48 | 0.05 | 0.16 | 0.07 | 0.62 | 0.24 | 0.02 | 0.21 | 0.72 | -0.36 | 0.1 | 0.16 | 0.06 | 0.26 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.19 | -0.14 | -0.04 | -0.06 | -0.03 | NA | NA | 0.01 | -0.06 | 0.01 | -0.04 | -0.01 | -0.08 | -0.03 | 0.01 | 0.01 | 0.03 | -0.03 | 0.03 | -0.04 | 0.08 | 0.03 | 0.01 | 0.03 | 0.03 | 0.05 | 0.0 | 0.03 | 0.01 | 0.06 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.52 | 0.48 | 0.51 | 0.68 | 0.78 | NA | NA | 0.82 | 0.52 | 0.41 | 0.73 | 0.9 | 0.88 | 0.91 | 0.81 | 0.86 | 0.71 | 0.95 | 0.84 | 1.01 | 0.86 | 0.83 | 1.08 | 0.89 | 0.82 | 0.93 | 0.8 | 0.69 | 0.64 | 0.52 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.24 | 0.23 | 0.42 | 0.61 | 0.72 | NA | NA | 0.58 | 0.51 | 0.38 | 0.7 | 0.88 | 0.7 | 0.88 | 0.8 | 0.9 | 0.68 | 0.83 | 0.82 | 0.53 | 0.71 | 0.75 | 0.92 | 0.83 | 0.81 | 0.88 | 0.66 | 0.66 | 0.64 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 8.3 | 13.2 | 16.3 | 9.5 | 14.2 | 20.0 | 20.7 | N/A | 17.0 | 18.1 | 4.5 | 9.1 | 14.0 | 6.5 | 3.2 | 4.9 | 4.0 | 0.3 | 4.2 | 8.1 | 4.1 | 1.4 | 1.6 | 0.0 | 0.0 | 0.0 | 13.6 | 10.2 | 4.2 | 1.7 | 0.0 | 0.0 | 1.4 | 8.1 | 9.1 | 1.4 |
| Dividend Growth(%) | N/A | -61.5 | -47.6 | 10.5 | 208.9 | 517.9 | N/A | N/A | N/A | -7.6 | 366.2 | -68.6 | -41.6 | 162.7 | 185.6 | -35.8 | 59.1 | 1171.4 | -91.4 | -48.7 | 183.8 | 255.2 | -14.6 | N/A | N/A | N/A | -100.0 | 36.5 | 154.9 | 177.9 | N/A | N/A | -100.0 | -85.2 | 4.1 | 668.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/26/1998
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