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FSLEX: ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO (MUTUAL FUND)
Basic Info 52.82 1.9(3.47%) June 05
| Asset Class: | Industrials |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 09/28/1989 |
| Last Dividend Date: | 04/10/2026 |
| 12-Mo. Yield | 2.08% |
| Expenses | 0.79% |
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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 | Inception** | 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 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 13.3 | 32.5 | 22.8 | 11.6 | 14.2 | 11.0 | 8.8 | 6.3 | 20.4 | 20.0 | 26.3 | -26.1 | 30.3 | 21.6 | 26.8 | -13.4 | 25.2 | 20.7 | -4.6 | 1.9 | 35.0 | 14.1 | -14.3 | 14.9 | 17.2 | -30.4 | 12.4 | 10.5 | 9.4 | 7.4 | 29.0 | -16.4 | -9.3 | 34.5 | -25.8 | -17.0 | 17.9 | 15.6 | 26.1 | -9.6 | -0.6 | -1.4 | 7.7 | -2.5 | 1.4 |
| Sharpe Ratio | NA | 1.61 | 1.79 | 1.04 | 0.44 | 0.58 | NA | NA | 0.22 | 0.78 | 0.97 | 1.42 | -0.98 | 1.8 | 0.53 | 1.58 | -0.88 | 2.99 | 1.28 | -0.3 | 0.14 | 2.57 | 0.92 | -0.52 | 0.71 | 0.63 | -0.79 | 0.57 | 0.51 | 0.55 | 0.45 | 1.72 | -0.83 | -0.58 | 1.44 | -1.59 | -0.89 | 1.04 | 0.99 | 1.96 | -1.0 | -0.29 | -0.32 | 0.25 | -0.47 | 0.0 |
| Draw Down(%) | NA | 11.4 | 11.4 | 24.0 | 32.7 | 39.8 | NA | NA | 50.2 | 24.0 | 9.5 | 14.1 | 31.5 | 8.4 | 39.8 | 11.8 | 23.4 | 5.3 | 10.8 | 16.6 | 14.2 | 6.5 | 13.0 | 31.4 | 14.8 | 27.2 | 43.6 | 9.6 | 16.9 | 10.3 | 13.6 | 10.9 | 29.0 | 31.2 | 9.6 | 39.0 | 39.2 | 11.2 | 16.0 | 9.4 | 21.1 | 9.9 | 23.2 | 18.4 | 26.8 | 5.6 |
| Standard Deviation(%) | NA | 19.4 | 16.7 | 18.9 | 20.7 | 21.6 | NA | NA | 19.4 | 22.7 | 16.8 | 16.1 | 28.3 | 16.8 | 40.0 | 16.0 | 16.9 | 8.3 | 16.1 | 15.6 | 13.0 | 13.6 | 15.5 | 27.4 | 20.9 | 26.9 | 39.5 | 16.4 | 14.0 | 12.8 | 14.3 | 16.4 | 21.0 | 20.6 | 21.0 | 18.3 | 23.0 | 13.6 | 12.0 | 11.3 | 12.6 | 9.7 | 12.0 | 15.0 | 16.7 | 13.8 |
| Treynor Ratio | NA | 0.37 | 0.34 | 0.2 | 0.09 | 0.13 | NA | NA | 0.05 | 0.16 | 0.17 | 0.26 | -0.25 | 0.36 | 0.22 | 0.26 | -0.17 | 0.33 | 0.21 | -0.05 | 0.02 | 0.35 | 0.15 | -0.15 | 0.17 | 0.24 | -0.35 | 0.11 | 0.08 | 0.09 | 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 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.02 | -0.08 | 0.04 | 0.03 | -0.01 | -0.01 | 0.03 | 0.0 | 0.0 | -0.02 | -0.02 | -0.01 | -0.05 | -0.03 | 0.0 | 0.04 | 0.0 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.83 | 0.87 | 0.98 | 0.99 | 0.97 | NA | NA | 0.91 | 1.07 | 0.96 | 0.88 | 1.11 | 0.84 | 0.98 | 0.98 | 0.87 | 0.75 | 0.99 | 0.93 | 0.85 | 0.99 | 0.94 | 0.94 | 0.88 | 0.71 | 0.89 | 0.87 | 0.91 | 0.83 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.75 | 0.75 | 0.78 | 0.78 | 0.85 | NA | NA | 0.6 | 0.86 | 0.71 | 0.73 | 0.83 | 0.66 | 0.95 | 0.89 | 0.93 | 0.75 | 0.89 | 0.9 | 0.84 | 0.92 | 0.9 | 0.96 | 0.9 | 0.81 | 0.87 | 0.78 | 0.7 | 0.57 | 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 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.4 | 0.5 | 0.5 | 0.5 | 9.4 | 7.0 | 2.7 | 5.2 | 7.4 | 1.6 | 2.8 | 12.8 | 1.0 | 1.0 | 1.0 | 0.4 | 1.0 | 0.4 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.2 | 0.0 | 0.2 | 6.6 | 0.0 | 0.0 | 3.3 | 3.7 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | 282.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.4 | 26.4 | -29.1 | -93.4 | 45.6 | 226.3 | -57.8 | -18.0 | 479.3 | -49.1 | -80.3 | 1572.3 | 17.7 | -21.8 | 168.6 | -48.1 | 92.9 | -0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -33.3 | N/A | -100.0 | -96.9 | N/A | N/A | -100.0 | -7.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/1989
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