Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGPCX (Fa529 Gb St Cl C) | 9.43% | 21.00% | 13.23% | 5.93% | 7.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGPCX (Fa529 Gb St Cl C) | 04/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 21.00 | 13.23 | 5.93 | 7.80 | NA | NA | … | … | 9.43 | 15.81 | 8.86 | 12.86 | -16.94 | 10.55 | 14.63 | 19.23 | -7.95 | 17.96 | 4.63 | -4.34 |
| Sharpe Ratio | NA | 2.08 | 1.06 | 0.31 | 0.57 | NA | NA | … | … | 1.86 | 1.21 | 0.28 | 1.02 | -1.18 | 1.27 | 0.74 | 2.53 | -0.96 | 3.92 | 0.53 | -0.63 |
| Standard Deviation(%) | NA | 9.11 | 9.65 | 10.85 | 10.91 | NA | NA | … | … | 11.36 | 10.93 | 8.27 | 8.49 | 15.64 | 8.30 | 19.29 | 7.04 | 9.60 | 4.44 | 8.37 | 9.18 |
| Draw Down(%) | NA | 7.24 | 11.26 | 23.25 | 24.49 | NA | NA | … | … | 7.24 | 11.13 | 4.88 | 8.87 | 22.38 | 3.79 | 24.49 | 3.58 | 15.01 | 1.35 | 6.67 | 9.57 |
| 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 |
Data as of 06/04/2026, Common starting date is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGPCX (Fa529 Gb St Cl C) |
-0.38%
Apr 2021 – Apr 2024 |
2.72%
Sep 2017 – Sep 2022 |
5.46%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGPCX (Fa529 Gb St Cl C) |
14.75%
Dec 2018 – Dec 2021 |
10.48%
Oct 2016 – Oct 2021 |
8.00%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart