Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFCGX (FA 529 Aggressive Growth Port Cl C) | 12.59% | 27.80% | 20.39% | 9.81% | 11.90% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFCGX (FA 529 Aggressive Growth Port Cl C) | 07/07/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 27.80 | 20.39 | 9.81 | 11.90 | NA | NA | … | … | 12.59 | 23.80 | 15.84 | 19.07 | -18.41 | 16.46 | 17.01 | 27.92 | -10.25 | 23.38 | 5.64 | -2.05 | -0.51 |
| Sharpe Ratio | NA | 1.94 | 1.21 | 0.45 | 0.61 | NA | NA | … | … | 1.76 | 1.28 | 0.77 | 1.19 | -0.87 | 1.25 | 0.54 | 2.31 | -0.75 | 3.32 | 0.39 | -0.14 | -0.09 |
| Standard Deviation(%) | NA | 13.22 | 14.30 | 16.15 | 16.82 | NA | NA | … | … | 16.52 | 16.72 | 12.22 | 12.61 | 22.75 | 13.14 | 30.79 | 11.50 | 15.40 | 6.89 | 13.82 | 15.12 | 11.36 |
| Draw Down(%) | NA | 10.19 | 16.35 | 28.31 | 34.48 | NA | NA | … | … | 10.19 | 16.35 | 8.54 | 11.08 | 26.95 | 6.51 | 34.48 | 6.26 | 20.50 | 2.05 | 13.25 | 14.14 | 8.54 |
| 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 06/04/2026, 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 |
|---|---|---|---|---|
| FFCGX (FA 529 Aggressive Growth Port Cl C) |
0.82%
Mar 2017 – Mar 2020 |
1.96%
Mar 2015 – Mar 2020 |
8.00%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFCGX (FA 529 Aggressive Growth Port Cl C) |
21.59%
Sep 2022 – Sep 2025 |
14.98%
Jun 2016 – Jun 2021 |
12.31%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart