| FSPTX | |
|---|---|
| Total return | +943.78% |
| Annualised (CAGR) | +26.44% |
| Volatility (annualised) | +22.57% |
| Sharpe (rf = 0) | 1.17 |
| Deepest drawdown | -42.13% |
| Drawdown peak → trough | 2021-11-16 → 2022-10-14 |
| Dividend yield (12m distributions) | 7.39% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +943.78% in total (+26.44% a year), with a deepest drawdown of -42.13% from 2021-11-16 to 2022-10-14. Its worst calendar year was 2022 (-36.87%), its best 2020 (+63.71%).
| Year | FSPTX |
|---|---|
| 2026 | +46.91% |
| 2025 | +23.40% |
| 2024 | +41.20% |
| 2023 | +59.83% |
| 2022 | -36.87% |
| 2021 | +21.97% |
| 2020 | +63.71% |
| 2019 | +51.07% |
| 2018 | -8.79% |
| 2017 | +49.86% |
| 2016 | -1.98% |
+943.78% in total, which works out to +26.44% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -36.87% (net of fees, dividends reinvested). Its best year was 2020 (+63.71%).
-42.13%, from a peak on 2021-11-16 to a trough on 2022-10-14. From that trough it took 461 days (about 15.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 7.39% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say FSPTX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -42.13% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.