Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSPPX (FA Small Cap 529 Port A) | NA | 11.43% | 7.35% | NA | NA | NA | NA | 9.46% |
Data as of 12/03/2019, AR inception is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSPPX (FA Small Cap 529 Port A) | 09/13/2016 | 12/03/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | 11.43 | 7.35 | NA | NA | NA | NA | 9.46 | 28.52 | -16.76 | 13.65 | 7.86 |
| Sharpe Ratio | NA | 0.59 | 0.47 | NA | NA | NA | NA | 0.54 | 2.01 | -1.05 | 1.28 | 2.35 |
| Standard Deviation(%) | NA | 16.80 | 14.34 | NA | NA | NA | NA | 14.19 | 14.82 | 17.23 | 10.24 | 11.86 |
| Draw Down(%) | NA | 18.65 | 27.62 | NA | NA | NA | NA | 27.62 | 7.36 | 27.62 | 4.46 | 7.06 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/03/2019, AR inception is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPPX (FA Small Cap 529 Port A) |
8.03%
Nov 2016 - Nov 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPPX (FA Small Cap 529 Port A) |
9.27%
Oct 2016 - Oct 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart