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FSPTX: TECHNOLOGY PORTFOLIO TECHNOLOGY PORTFOLIO (MUTUAL FUND)
Basic Info 54.37 3.94(6.76%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 07/14/1981 |
| Last Dividend Date: | 04/10/2026 |
| 12-Mo. Yield | 12.47% |
| Expenses | 0.70% |
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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 07/14/1981 |
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 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 35.8 | 68.5 | 37.0 | 21.8 | 26.4 | 20.8 | 18.0 | 12.5 | 23.4 | 35.3 | 59.8 | -36.9 | 22.0 | 63.9 | 51.1 | -9.0 | 49.8 | 11.9 | 7.4 | 10.5 | 31.9 | 17.2 | -9.6 | 26.7 | 90.3 | -51.1 | 19.8 | 7.5 | 4.9 | 0.4 | 59.4 | -37.8 | -31.7 | -31.8 | 93.9 | 73.6 | -18.7 | 8.5 | 24.1 | 6.8 | 14.6 | -0.4 | 58.1 | 10.5 | 17.0 | -2.7 | -15.8 | -7.8 | 5.4 | -17.2 | 49.8 | 56.3 | 7.6 |
| Sharpe Ratio | NA | 5.04 | 3.46 | 1.4 | 0.74 | 0.97 | NA | NA | 0.36 | 0.67 | 1.34 | 2.73 | -1.06 | 1.02 | 1.61 | 2.71 | -0.42 | 4.06 | 0.67 | 0.43 | 0.66 | 2.39 | 1.01 | -0.34 | 1.22 | 2.98 | -1.18 | 0.81 | 0.25 | 0.19 | -0.02 | 2.2 | -0.92 | -0.64 | -0.62 | 2.65 | 2.25 | -0.62 | 0.2 | 0.9 | 0.19 | 0.57 | -0.14 | 2.37 | 0.2 | 0.73 | -0.42 | -0.46 | -0.82 | -0.01 | -1.08 | 2.08 | 1.72 | 0.27 |
| Draw Down(%) | NA | 13.7 | 13.7 | 29.3 | 42.2 | 42.2 | NA | NA | 84.4 | 29.2 | 16.0 | 13.4 | 41.0 | 12.5 | 30.7 | 10.5 | 28.7 | 6.8 | 16.4 | 16.2 | 11.6 | 6.2 | 14.3 | 24.4 | 15.6 | 18.9 | 60.3 | 14.3 | 18.8 | 13.9 | 29.8 | 15.6 | 54.2 | 58.6 | 56.8 | 14.9 | 24.4 | 37.6 | 23.6 | 25.3 | 23.1 | 15.1 | 27.4 | 16.7 | 33.4 | 10.4 | 22.8 | 49.0 | 27.7 | 29.7 | 33.1 | 15.4 | 12.8 | 10.8 |
| Standard Deviation(%) | NA | 24.2 | 21.3 | 25.3 | 27.1 | 25.9 | NA | NA | 27.6 | 30.5 | 23.6 | 20.8 | 36.2 | 21.6 | 39.4 | 18.3 | 24.7 | 12.2 | 17.5 | 17.4 | 15.8 | 13.3 | 17.2 | 28.3 | 21.8 | 30.3 | 44.0 | 20.6 | 16.4 | 14.2 | 23.2 | 26.6 | 42.5 | 54.1 | 58.3 | 34.1 | 31.2 | 36.0 | 23.9 | 22.3 | 19.6 | 21.9 | 20.9 | 22.8 | 24.6 | 15.1 | 18.1 | 43.0 | 14.8 | 19.0 | 22.3 | 20.8 | 28.1 | 25.7 |
| Treynor Ratio | NA | 1.25 | 0.74 | 0.34 | 0.19 | 0.25 | NA | NA | 0.1 | 0.19 | 0.3 | 0.53 | -0.36 | 0.21 | 0.68 | 0.49 | -0.1 | 0.49 | 0.12 | 0.08 | 0.1 | 0.32 | 0.17 | -0.09 | 0.25 | 0.85 | -0.5 | 0.15 | 0.04 | 0.03 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.08 | 0.04 | 0.01 | 0.0 | 0.0 | NA | NA | 0.03 | 0.0 | 0.01 | 0.01 | -0.03 | -0.03 | 0.06 | 0.01 | -0.05 | 0.03 | -0.01 | 0.01 | -0.03 | 0.0 | 0.01 | -0.04 | 0.04 | 0.05 | -0.05 | 0.01 | 0.0 | 0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.98 | 1.0 | 1.05 | 1.06 | 1.02 | NA | NA | 1.03 | 1.06 | 1.07 | 1.08 | 1.06 | 1.05 | 0.93 | 1.01 | 1.03 | 1.02 | 1.02 | 0.93 | 1.06 | 1.0 | 1.02 | 1.11 | 1.06 | 1.06 | 1.04 | 1.09 | 1.0 | 1.04 | 1.15 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.91 | 0.92 | 0.96 | 0.97 | 0.95 | NA | NA | 0.37 | 0.98 | 0.97 | 0.96 | 0.99 | 0.95 | 0.89 | 0.99 | 0.95 | 0.87 | 0.94 | 0.92 | 0.88 | 0.89 | 0.95 | 0.97 | 0.97 | 0.96 | 0.93 | 0.89 | 0.92 | 0.95 | 0.88 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.4 | 12.2 | 9.2 | 7.1 | 17.7 | 17.0 | 20.1 | N/A | 10.1 | 6.3 | 0.0 | 2.4 | 12.7 | 25.0 | 2.8 | 17.5 | 11.3 | 1.7 | 4.3 | 16.6 | 9.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 13.2 | 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 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -62.5 | 70.4 | -18.2 | -21.0 | 506.5 | 1081.6 | 1088.1 | N/A | 116.2 | 57800.0 | -99.6 | -79.2 | -33.2 | 1269.7 | -88.4 | 114.6 | 641.9 | -59.5 | -75.6 | 106.7 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/1981
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Technology Asset Class Trend Rankings |
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Best ETFs
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