Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFAGX (FA 529 Aggressive Growth Port Cl A) | 9.21% | 24.45% | 19.94% | 9.70% | 12.36% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFAGX (FA 529 Aggressive Growth Port Cl A) | 07/07/2014 | 06/05/2026 |
| 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.66 | 24.45 | 19.94 | 9.70 | 12.36 | NA | NA | … | … | 9.21 | 24.71 | 16.72 | 19.98 | -17.80 | 17.33 | 18.09 | 28.66 | -9.55 | 24.29 | 6.45 | -1.35 | -0.10 |
| Sharpe Ratio | NA | 2.02 | 1.27 | 0.50 | 0.66 | NA | NA | … | … | 1.82 | 1.33 | 0.84 | 1.26 | -0.85 | 1.34 | 0.58 | 2.38 | -0.71 | 3.46 | 0.45 | -0.09 | -0.02 |
| Standard Deviation(%) | NA | 13.21 | 14.30 | 16.10 | 16.80 | NA | NA | … | … | 16.51 | 16.71 | 12.21 | 12.60 | 22.75 | 12.89 | 30.77 | 11.45 | 15.38 | 6.87 | 13.81 | 15.09 | 11.44 |
| Draw Down(%) | NA | 10.14 | 16.27 | 27.81 | 34.48 | NA | NA | … | … | 10.14 | 16.27 | 8.49 | 10.94 | 26.54 | 5.65 | 34.48 | 6.19 | 19.92 | 2.04 | 13.16 | 13.89 | 8.45 |
| 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 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFAGX (FA 529 Aggressive Growth Port Cl A) |
1.47%
Mar 2017 – Mar 2020 |
2.66%
Mar 2015 – Mar 2020 |
8.82%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFAGX (FA 529 Aggressive Growth Port Cl A) |
22.51%
Sep 2022 – Sep 2025 |
15.86%
Jun 2016 – Jun 2021 |
13.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart