Performance Comparison
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