Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAAPX (Fa529 Pt Od Cl A) | NA | 0.00% | 2.43% | 4.02% | NA | NA | NA | … | … |
Data as of 08/24/2020, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAAPX (Fa529 Pt Od Cl A) | 04/02/2015 | 08/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.43 | 4.02 | NA | NA | NA | … | … | 0.00 | 7.48 | -2.58 | 9.37 | 4.80 | -3.13 |
| Sharpe Ratio | NA | 0.00 | 0.57 | 0.90 | NA | NA | NA | … | … | 0.00 | 3.32 | -1.11 | 3.70 | 0.85 | -0.69 |
| Standard Deviation(%) | NA | 1.33 | 2.39 | 3.61 | NA | NA | NA | … | … | NA | 1.82 | 3.54 | 2.37 | 5.39 | 6.03 |
| Draw Down(%) | NA | 0.00 | 5.22 | 6.57 | NA | NA | NA | … | … | 0.00 | 0.71 | 5.22 | 0.93 | 4.80 | 6.61 |
| 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 | 0.00 |
Data as of 08/24/2020, Common starting date is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAAPX (Fa529 Pt Od Cl A) |
2.43%
Jul 2017 – Jul 2020 |
2.89%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAAPX (Fa529 Pt Od Cl A) |
5.61%
Feb 2016 – Feb 2019 |
3.19%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart