Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHPCX (Fa529 Hg In Cl C) | 2.98% | 8.68% | 8.72% | 3.32% | 3.79% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHPCX (Fa529 Hg In 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 (%) | -0.03 | 8.68 | 8.72 | 3.32 | 3.79 | NA | NA | … | … | 2.98 | 8.21 | 7.88 | 9.65 | -13.11 | 3.17 | 1.07 | 13.18 | -4.85 | 5.65 | 12.84 | -7.10 |
| Sharpe Ratio | NA | 2.48 | 1.66 | 0.16 | 0.38 | NA | NA | … | … | 1.55 | 1.47 | 0.44 | 1.02 | -1.64 | 1.17 | 0.07 | 3.77 | -1.90 | 2.31 | 2.48 | -2.19 |
| Standard Deviation(%) | NA | 2.91 | 3.62 | 5.28 | 5.70 | NA | NA | … | … | 3.26 | 3.70 | 2.98 | 5.35 | 8.85 | 2.69 | 12.21 | 3.12 | 3.25 | 2.18 | 5.10 | 4.29 |
| Draw Down(%) | NA | 2.19 | 4.15 | 16.47 | 22.38 | NA | NA | … | … | 2.19 | 4.15 | 1.81 | 4.65 | 16.31 | 2.26 | 22.38 | 1.27 | 6.58 | 1.65 | 5.38 | 9.65 |
| 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 |
|---|---|---|---|---|
| FHPCX (Fa529 Hg In Cl C) |
-3.79%
Sep 2019 – Sep 2022 |
-1.19%
Sep 2017 – Sep 2022 |
2.48%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHPCX (Fa529 Hg In Cl C) |
9.66%
Sep 2022 – Sep 2025 |
5.63%
Jan 2016 – Jan 2021 |
4.41%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart