Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FFPGX (FA 529 Aggressive Growth Port Cl P) | 14.06% | 17.51% | 15.09% | 12.08% | 9.59% | NA | NA | 9.04% |
Data as of 07/29/2025, AR inception is 07/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFPGX (FA 529 Aggressive Growth Port Cl P) | 07/07/2014 | 07/29/2025 |
| 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 (%) | 0.53 | 17.51 | 15.09 | 12.08 | 9.59 | NA | NA | 9.04 | 14.06 | 16.13 | 19.38 | -18.21 | 16.76 | 17.26 | 28.26 | -10.04 | 23.69 | 5.94 | -1.85 | -0.38 |
| Sharpe Ratio | NA | 0.93 | 0.83 | 0.65 | 0.49 | NA | NA | 0.47 | 1.25 | 0.79 | 1.21 | -0.86 | 1.27 | 0.55 | 2.34 | -0.74 | 3.39 | 0.42 | -0.12 | -0.07 |
| Standard Deviation(%) | NA | 17.52 | 15.79 | 16.30 | 17.12 | NA | NA | 16.66 | 19.98 | 12.23 | 12.60 | 22.82 | 13.13 | 30.80 | 11.49 | 15.39 | 6.83 | 13.78 | 15.11 | 11.42 |
| Draw Down(%) | NA | 16.33 | 16.33 | 28.15 | 34.49 | NA | NA | 34.49 | 16.33 | 8.53 | 11.06 | 26.81 | 6.50 | 34.49 | 6.20 | 20.28 | 2.04 | 13.21 | 14.04 | 8.50 |
| 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 07/29/2025, 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 |
|---|---|---|---|---|
| FFPGX (FA 529 Aggressive Growth Port Cl P) |
1.08%
Mar 2017 - Mar 2020 |
2.22%
Mar 2015 - Mar 2020 |
8.27%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFPGX (FA 529 Aggressive Growth Port Cl P) |
20.64%
Dec 2018 - Dec 2021 |
15.27%
Jun 2016 - Jun 2021 |
9.51%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart