Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBBGX (Fa529 St In A) | 2.44% | 8.53% | 7.55% | 2.90% | 4.07% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBBGX (Fa529 St In A) | 04/02/2015 | 06/05/2026 |
| 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 (%) | -0.49 | 8.53 | 7.55 | 2.90 | 4.07 | NA | NA | … | … | 2.44 | 8.61 | 5.64 | 8.90 | -11.28 | 3.46 | 7.08 | 10.62 | -3.01 | 7.69 | 8.39 | -3.95 |
| Sharpe Ratio | NA | 2.03 | 1.24 | 0.13 | 0.57 | NA | NA | … | … | 1.14 | 1.75 | -0.25 | 0.99 | -1.96 | 1.48 | 0.79 | 4.16 | -1.78 | 3.57 | 2.28 | -1.99 |
| Standard Deviation(%) | NA | 3.37 | 3.88 | 4.46 | 4.46 | NA | NA | … | … | 4.25 | 3.36 | 3.69 | 4.76 | 6.47 | 2.32 | 8.60 | 2.22 | 2.42 | 1.99 | 3.59 | 2.64 |
| Draw Down(%) | NA | 2.43 | 4.06 | 15.48 | 15.75 | NA | NA | … | … | 2.43 | 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 06/05/2026, 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 |
|---|---|---|---|---|
| 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) |
8.55%
Oct 2022 – Oct 2025 |
6.29%
Jan 2016 – Jan 2021 |
4.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart