Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FBBGX (Fa529 St In A) | 4.79% | 7.04% | 5.28% | 3.12% | 3.70% | NA | NA | 3.61% |
Data as of 07/30/2025, AR inception is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBBGX (Fa529 St In A) | 04/02/2015 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 7.04 | 5.28 | 3.12 | 3.70 | NA | NA | 3.61 | 4.79 | 5.64 | 8.90 | -11.28 | 3.46 | 7.08 | 10.62 | -3.01 | 7.69 | 8.39 | -3.95 |
| Sharpe Ratio | NA | 1.17 | 0.52 | 0.25 | 0.51 | NA | NA | 0.48 | 1.41 | -0.25 | 0.99 | -1.96 | 1.48 | 0.79 | 4.16 | -1.78 | 3.57 | 2.28 | -1.99 |
| Standard Deviation(%) | NA | 3.56 | 4.69 | 4.40 | 4.45 | NA | NA | 4.40 | 3.85 | 3.69 | 4.76 | 6.47 | 2.32 | 8.60 | 2.22 | 2.42 | 1.99 | 3.59 | 2.64 |
| Draw Down(%) | NA | 2.97 | 7.69 | 15.48 | 15.75 | NA | NA | 15.75 | 2.85 | 2.05 | 4.06 | 15.05 | 1.62 | 15.75 | 0.68 | 4.50 | 1.34 | 2.76 | 5.32 |
| 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 07/30/2025, AR inception is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBGX (Fa529 St In A) |
-1.12%
Sep 2019 - Sep 2022 |
0.56%
Sep 2017 - Sep 2022 |
3.29%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBGX (Fa529 St In A) |
7.01%
Dec 2018 - Dec 2021 |
6.29%
Jan 2016 - Jan 2021 |
3.62%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart