Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEGPX (Fa529 Eq Gr Cl P) | 14.24% | 28.23% | 23.84% | 13.74% | 17.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEGPX (Fa529 Eq Gr 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 (%) | 0.44 | 28.23 | 23.84 | 13.74 | 17.92 | NA | NA | … | … | 14.24 | 15.15 | 30.83 | 33.97 | -25.40 | 22.59 | 42.53 | 32.72 | -1.12 | 33.91 | -0.36 | 1.70 |
| Sharpe Ratio | NA | 1.65 | 1.16 | 0.54 | 0.80 | NA | NA | … | … | 1.82 | 0.56 | 1.51 | 2.00 | -0.96 | 1.37 | 1.26 | 2.15 | -0.12 | 3.68 | -0.04 | 0.12 |
| Standard Deviation(%) | NA | 16.29 | 18.34 | 20.21 | 20.19 | NA | NA | … | … | 18.93 | 22.22 | 16.21 | 14.98 | 28.03 | 16.53 | 33.33 | 14.59 | 20.41 | 9.07 | 14.13 | 17.93 |
| Draw Down(%) | NA | 12.91 | 23.20 | 30.23 | 31.17 | NA | NA | … | … | 11.66 | 23.20 | 11.51 | 10.31 | 28.69 | 8.77 | 31.17 | 7.85 | 21.96 | 2.78 | 14.57 | 12.52 |
| 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 |
|---|---|---|---|---|
| FEGPX (Fa529 Eq Gr Cl P) |
6.58%
Oct 2020 – Oct 2023 |
10.47%
Mar 2021 – Mar 2026 |
14.61%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEGPX (Fa529 Eq Gr Cl P) |
32.36%
Dec 2018 – Dec 2021 |
25.15%
Dec 2016 – Dec 2021 |
17.89%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart