Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FCPSX (FA Small Cap 529 Port C) | NA | 10.67% | 6.69% | 4.79% | NA | NA | NA | 5.85% |
Data as of 12/02/2019, AR inception is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCPSX (FA Small Cap 529 Port C) | 10/23/2013 | 12/02/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 10.67 | 6.69 | 4.79 | NA | NA | NA | 5.85 | 27.63 | -18.58 | 13.53 | 7.92 | -3.14 | 8.70 | 4.95 |
| Sharpe Ratio | NA | 0.61 | 0.39 | 0.27 | NA | NA | NA | 0.36 | 1.92 | -1.17 | 1.27 | 0.48 | -0.20 | 0.69 | 3.24 |
| Standard Deviation(%) | NA | 16.96 | 14.34 | 15.00 | NA | NA | NA | 14.50 | 15.03 | 17.06 | 10.22 | 16.03 | 15.74 | 12.62 | 9.11 |
| Draw Down(%) | NA | 18.59 | 27.82 | 27.82 | NA | NA | NA | 27.82 | 7.46 | 27.82 | 4.55 | 14.74 | 13.64 | 9.74 | 2.49 |
| 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 |
Data as of 12/02/2019, AR inception is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCPSX (FA Small Cap 529 Port C) |
-0.08%
Dec 2015 - Dec 2018 |
0.99%
Dec 2013 - Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCPSX (FA Small Cap 529 Port C) |
8.67%
Sep 2015 - Sep 2018 |
5.09%
Jul 2014 - Jul 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart