Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FFOGX (FA 529 AGGRESSIVE GROWTH PORT Old CL A) | NA | 0.00% | 6.19% | 9.07% | NA | NA | NA | 6.22% |
Data as of 08/24/2020, AR inception is 07/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFOGX (FA 529 AGGRESSIVE GROWTH PORT Old CL A) | 07/07/2014 | 08/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 6.19 | 9.07 | NA | NA | NA | 6.22 | 0.00 | 20.19 | -8.39 | 24.33 | 6.46 | -1.35 | -0.10 |
| Sharpe Ratio | NA | 0.00 | 0.50 | 0.73 | NA | NA | NA | 0.47 | 0.00 | 2.21 | -0.63 | 3.46 | 0.45 | -0.09 | -0.02 |
| Standard Deviation(%) | NA | 0.84 | 10.29 | 11.38 | NA | NA | NA | 11.67 | NA | 8.49 | 15.32 | 6.87 | 13.80 | 15.08 | 11.40 |
| Draw Down(%) | NA | 0.00 | 19.35 | 19.35 | NA | NA | NA | 19.56 | 0.00 | 5.73 | 19.35 | 2.00 | 13.14 | 13.87 | 8.42 |
| 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 |
Data as of 08/24/2020, 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 |
|---|---|---|---|---|
| FFOGX (FA 529 AGGRESSIVE GROWTH PORT Old CL A) |
5.89%
Jul 2017 - Jul 2020 |
6.36%
May 2015 - May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFOGX (FA 529 AGGRESSIVE GROWTH PORT Old CL A) |
15.02%
Sep 2015 - Sep 2018 |
8.09%
Sep 2014 - Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart