Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FFCGX (FA 529 Aggressive Growth Port Cl C) | 12.85% | 15.23% | 16.95% | 12.26% | 9.36% | NA | NA | 9.58% |
Data as of 07/03/2025, AR inception is 07/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFCGX (FA 529 Aggressive Growth Port Cl C) | 07/07/2014 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.66 | 15.23 | 16.95 | 12.26 | 9.36 | NA | NA | 9.58 | 12.85 | 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 | 0.68 | 0.85 | 0.65 | 0.46 | NA | NA | 0.44 | 1.16 | 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 | 17.75 | 15.94 | 16.34 | 17.14 | NA | NA | 16.69 | 21.01 | 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 | 16.35 | 16.35 | 28.31 | 34.48 | NA | NA | 34.48 | 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 07/03/2025, AR inception 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) |
20.35%
Dec 2018 - Dec 2021 |
14.98%
Jun 2016 - Jun 2021 |
9.23%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart