Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBBEX (Fa529 Stck Cp A) | 18.81% | 31.23% | 17.97% | 8.34% | 11.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBBEX (Fa529 Stck Cp A) | 04/02/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 31.23 | 17.97 | 8.34 | 11.74 | NA | NA | … | … | 18.81 | 12.16 | 12.54 | 16.36 | -13.96 | 22.48 | 12.55 | 29.04 | -8.92 | 19.66 | 10.18 | -8.12 |
| Sharpe Ratio | NA | 1.69 | 0.81 | 0.28 | 0.48 | NA | NA | … | … | 2.40 | 0.45 | 0.38 | 0.70 | -0.58 | 1.26 | 0.30 | 2.14 | -0.67 | 2.19 | 0.67 | -0.67 |
| Standard Deviation(%) | NA | 16.07 | 18.19 | 20.10 | 20.87 | NA | NA | … | … | 18.37 | 21.25 | 16.03 | 17.42 | 26.69 | 17.78 | 40.23 | 12.92 | 15.26 | 8.73 | 14.90 | 15.94 |
| Draw Down(%) | NA | 8.73 | 22.98 | 24.32 | 43.40 | NA | NA | … | … | 8.73 | 21.29 | 8.43 | 14.52 | 23.70 | 9.00 | 43.40 | 7.53 | 22.78 | 3.33 | 13.81 | 14.01 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FBBEX (Fa529 Stck Cp A) |
-3.58%
Mar 2017 – Mar 2020 |
3.36%
May 2015 – May 2020 |
8.03%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBEX (Fa529 Stck Cp A) |
21.44%
Mar 2020 – Mar 2023 |
16.65%
Mar 2020 – Mar 2025 |
12.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart