Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBBPX (American Funds Moderate Growth and Income Portfolio Class 529-F-2) | 7.57% | 19.09% | 15.25% | 7.85% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBBPX (American Funds Moderate Growth and Income Portfolio Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 19.09 | 15.25 | 7.85 | NA | NA | NA | … | … | 7.57 | 17.31 | 11.55 | 14.04 | -13.36 | 14.05 | 10.69 |
| Sharpe Ratio | NA | 2.11 | 1.32 | 0.53 | NA | NA | NA | … | … | 1.69 | 1.36 | 0.96 | 1.25 | -1.02 | 1.69 | 10.55 |
| Standard Deviation(%) | NA | 8.46 | 9.38 | 10.39 | NA | NA | NA | … | … | 10.24 | 10.64 | 8.25 | 8.39 | 14.58 | 8.28 | 8.21 |
| Draw Down(%) | NA | 7.07 | 10.31 | 20.57 | NA | NA | NA | … | … | 7.07 | 10.31 | 4.21 | 7.91 | 20.57 | 3.58 | 0.87 |
| Yield(%) | 0.00 | 6.58 | 4.99 | 4.61 | 2.94 | 1.96 | 1.47 | … | … | 0.31 | 6.96 | 4.12 | 2.78 | 5.09 | 5.65 | 1.81 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBPX (American Funds Moderate Growth and Income Portfolio Class 529-F-2) |
2.60%
Apr 2021 – Apr 2024 |
7.16%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBPX (American Funds Moderate Growth and Income Portfolio Class 529-F-2) |
16.41%
Sep 2022 – Sep 2025 |
8.80%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart