All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FSPTX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FSPTX real return snapshot: after CPI-U inflation, FSPTX returned +45.83% over the past year and +34.87% YTD, with dividends reinvested. Since Jul. 14, 1981, FSPTX is up +17,010.94% in real purchasing-power return, or +12.08%/yr, and is currently −5.28% below its real total-return high on Jun. 2, 2026.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Tue 1981-07-14💬 to Fri 2026-08-14 Overall
Return
Exponential
Trendline
FSPTX
×
+17,010.94%
+12.08%/yr
+10.19%/yr
R2=0.911
Technology Portfolio Mutual Fund

Growth of $10,000 Summary

Tue 1981-07-14💬 to Fri 2026-08-14 Start
Value
End
Value
FSPTX
×
$10,000.00
1981-07-14
$1,711,094.09
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
FSPTX
×
+34.87% +45.83%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FSPTX
×
−5.28%
on 2026-08-14
from 2026-06-02 peak
−86.27%
on 2008-11-20
from 2000-03-10 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
FSPTX
×
+45.83% +81.88%
+34.86%/yr
+136.20%
+33.18%/yr
+104.82%
+15.42%/yr
+600.38%
+21.49%/yr

Annual Returns

Year FSPTX
2026 (YTD) +34.87%
2025 +20.16%
2024 +31.49%
2023 +54.65%
2022 −40.74%
2021 +13.97%
2020 +61.74%
2019 +47.34%
2018 −10.85%
2017 +46.64%
2016 +9.61%
2015 +6.72%
2014 +11.65%
2013 +30.57%
2012 +15.17%
2011 −12.17%
2010 +24.82%
2009 +85.25%
2008 −51.13%
2007 +15.07%
2006 +4.87%
2005 +1.44%
2004 −2.73%
2003 +56.45%
2002 −39.23%
2001 −32.74%
2000 −33.84%
1999 +129.73%
1998 +70.83%
1997 +11.12%
1996 +12.27%
1995 +42.40%
1994 +8.43%
1993 +26.39%
1992 +6.59%
1991 +54.24%
1990 +4.17%
1989 +11.80%
1988 −6.83%
1987 −15.42%
1986 −8.45%
1985 +3.65%
1984 −20.33%
1983 +46.98%
1982 +50.47%
1981 +4.29%