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 +20.36% over the past year and +27.34% YTD, with dividends reinvested. Since Jul. 14, 1981, FSPTX is up +16,055.97% in real purchasing-power return, or +11.88%/yr, and is currently −10.89% below its real total-return high on Oct. 6, 2026.

Data ending Tue Nov. 3, 2026

Growth of $10,000

Tue 1981-07-14💬 to Tue 2026-11-03 Overall
Return 		Exponential
Trendline
FSPTX × 		+16,055.97%
+11.88%/yr 		+10.24%/yr
R2=0.911
Technology Portfolio Mutual Fund

Growth of $10,000 Summary

Tue 1981-07-14💬 to Tue 2026-11-03 Start
Value 		End
Value
FSPTX × 		$10,000.00
1981-07-14 		$1,615,596.96
2026-11-03

This Year’s Performance

through 2026-11-03

  YTD YoY
FSPTX × 		+27.34% +20.36%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FSPTX × 		−10.89%
on 2026-11-03
from 2026-10-06 peak 		−86.27%
on 2008-11-20
from 2000-03-10 peak

Rolling Returns

Period ending Tue 2026-11-03 1 yr 2 yr 3 yr 5 yr 10 yr
FSPTX × 		+20.36% +62.55%
+27.49%/yr 		+127.07%
+31.44%/yr 		+82.61%
+12.80%/yr 		+567.46%
+20.90%/yr

Annual Returns

Year FSPTX
2026 (YTD) +27.34%
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%