Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFRGX (FA 529 Aggressive Growth Port Cl D) | 12.83% | 28.45% | 20.99% | 10.36% | 12.46% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFRGX (FA 529 Aggressive Growth Port Cl D) | 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 (%) | 0.54 | 28.45 | 20.99 | 10.36 | 12.46 | NA | NA | … | … | 12.83 | 24.41 | 16.41 | 19.67 | -18.00 | 17.05 | 17.58 | 28.53 | -9.77 | 23.96 | 6.19 | -1.59 | -0.21 |
| Sharpe Ratio | NA | 1.99 | 1.25 | 0.48 | 0.64 | NA | NA | … | … | 1.80 | 1.32 | 0.81 | 1.24 | -0.85 | 1.28 | 0.56 | 2.36 | -0.72 | 3.41 | 0.43 | -0.11 | -0.04 |
| Standard Deviation(%) | NA | 13.22 | 14.28 | 16.16 | 16.83 | NA | NA | … | … | 16.52 | 16.68 | 12.20 | 12.59 | 22.77 | 13.26 | 30.78 | 11.47 | 15.39 | 6.87 | 13.81 | 15.13 | 11.36 |
| Draw Down(%) | NA | 10.16 | 16.29 | 27.98 | 34.47 | NA | NA | … | … | 10.16 | 16.29 | 8.49 | 11.00 | 26.68 | 6.56 | 34.47 | 6.18 | 20.11 | 2.02 | 13.18 | 13.98 | 8.48 |
| 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 |
|---|---|---|---|---|
| FFRGX (FA 529 Aggressive Growth Port Cl D) |
1.32%
Mar 2017 – Mar 2020 |
2.47%
Mar 2015 – Mar 2020 |
8.55%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFRGX (FA 529 Aggressive Growth Port Cl D) |
22.21%
Sep 2022 – Sep 2025 |
15.57%
Jun 2016 – Jun 2021 |
12.88%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart