Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCPLX (Fa529 Cg Pt Cl P) | 2.73% | 7.05% | 5.87% | 1.89% | 3.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCPLX (Fa529 Cg Pt Cl P) | 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 (%) | 0.05 | 7.05 | 5.87 | 1.89 | 3.00 | NA | NA | … | … | 2.73 | 8.18 | 3.32 | 5.97 | -10.04 | 1.42 | 6.43 | 9.66 | -2.90 | 6.58 | 3.47 | -2.97 |
| Sharpe Ratio | NA | 1.55 | 0.71 | -0.14 | 0.37 | NA | NA | … | … | 1.15 | 1.51 | -0.83 | 0.38 | -1.87 | 0.49 | 1.24 | 3.62 | -1.45 | 3.17 | 0.90 | -1.12 |
| Standard Deviation(%) | NA | 3.16 | 3.95 | 4.39 | 3.87 | NA | NA | … | … | 3.74 | 3.60 | 3.92 | 4.56 | 6.14 | 2.83 | 4.97 | 2.28 | 2.91 | 1.88 | 3.63 | 3.55 |
| Draw Down(%) | NA | 2.57 | 4.04 | 14.14 | 14.14 | NA | NA | … | … | 2.57 | 2.56 | 2.45 | 4.04 | 13.27 | 1.99 | 8.03 | 0.77 | 4.76 | 0.90 | 2.52 | 4.65 |
| 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 |
|---|---|---|---|---|
| FCPLX (Fa529 Cg Pt Cl P) |
-1.92%
Oct 2020 – Oct 2023 |
0.30%
Oct 2017 – Oct 2022 |
2.25%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCPLX (Fa529 Cg Pt Cl P) |
6.57%
Oct 2022 – Oct 2025 |
4.86%
Jan 2016 – Jan 2021 |
3.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart