Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEGCX (Fa529 Eq Gr Cl C) | 14.12% | 27.91% | 23.53% | 13.45% | 17.63% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEGCX (Fa529 Eq Gr Cl C) | 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 (%) | 0.43 | 27.91 | 23.53 | 13.45 | 17.63 | NA | NA | … | … | 14.12 | 14.87 | 30.51 | 33.62 | -25.58 | 22.27 | 42.14 | 32.44 | -1.41 | 33.62 | -0.65 | 1.47 |
| Sharpe Ratio | NA | 1.64 | 1.14 | 0.53 | 0.79 | NA | NA | … | … | 1.81 | 0.55 | 1.49 | 1.98 | -0.97 | 1.36 | 1.25 | 2.13 | -0.13 | 3.65 | -0.06 | 0.11 |
| Standard Deviation(%) | NA | 16.29 | 18.33 | 20.18 | 20.18 | NA | NA | … | … | 18.92 | 22.22 | 16.20 | 14.96 | 28.04 | 16.36 | 33.37 | 14.57 | 20.40 | 9.08 | 14.14 | 17.94 |
| Draw Down(%) | NA | 13.00 | 23.24 | 30.39 | 31.20 | NA | NA | … | … | 11.69 | 23.24 | 11.52 | 10.38 | 28.84 | 8.78 | 31.20 | 7.88 | 22.01 | 2.79 | 14.62 | 12.55 |
| 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 |
|---|---|---|---|---|
| FEGCX (Fa529 Eq Gr Cl C) |
6.31%
Oct 2020 – Oct 2023 |
10.20%
Mar 2021 – Mar 2026 |
14.33%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEGCX (Fa529 Eq Gr Cl C) |
32.04%
Dec 2018 – Dec 2021 |
24.84%
Dec 2016 – Dec 2021 |
17.59%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart