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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FICKX (FA Strategic Income 529 Port C) NA 14.14% 4.75% 4.69% NA NA NA 3.94%
Data as of 04/29/2021, AR inception is 10/23/2013
More Performance Analytics Comparison
Name Start Date End Date
FICKX (FA Strategic Income 529 Port C) 10/23/2013 04/29/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 14.14 4.75 4.69 NA NA NA 3.94 0.91 6.73 9.93 -3.68 6.96 7.80 -2.60 2.87 -0.49
Sharpe Ratio NA 3.91 0.73 0.88 NA NA NA 0.78 0.96 0.76 3.56 -1.89 3.08 2.05 -0.88 1.15 -1.18
Standard Deviation(%) NA 3.61 5.37 4.50 NA NA NA 4.04 2.95 8.57 2.39 2.64 2.06 3.70 2.99 2.48 2.25
Draw Down(%) NA 1.65 15.86 15.86 NA NA NA 15.86 1.65 15.86 0.74 5.25 1.34 2.80 5.61 4.21 1.18
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
Data as of 04/29/2021, AR inception is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FICKX (FA Strategic Income 529 Port C) 0.42%
Mar 2017 - Mar 2020
1.35%
Mar 2015 - Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FICKX (FA Strategic Income 529 Port C) 5.03%
Jan 2016 - Jan 2019
5.63%
Jan 2016 - Jan 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart