Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIPPX (Fa529 If Pt Cl P) | 1.13% | 3.82% | 3.03% | 0.26% | 1.63% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIPPX (Fa529 If Pt Cl P) | 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 (%) | 0.00 | 3.82 | 3.03 | 0.26 | 1.63 | NA | NA | … | … | 1.13 | 5.90 | 0.78 | 2.60 | -12.68 | 4.93 | 9.83 | 7.34 | -2.60 | 1.72 | 3.28 | -4.50 |
| Sharpe Ratio | NA | 0.46 | -0.03 | -0.38 | 0.01 | NA | NA | … | … | 0.16 | 0.71 | -1.29 | -0.24 | -1.60 | 0.31 | 1.37 | 1.53 | -1.27 | 0.31 | 0.68 | -1.18 |
| Standard Deviation(%) | NA | 3.45 | 4.76 | 6.00 | 7.23 | NA | NA | … | … | 3.43 | 4.39 | 4.51 | 6.83 | 8.82 | 15.99 | 6.98 | 3.89 | 3.09 | 3.48 | 4.52 | 5.08 |
| Draw Down(%) | NA | 2.00 | 4.79 | 15.77 | 15.77 | NA | NA | … | … | 2.00 | 2.91 | 3.85 | 6.66 | 14.62 | 10.46 | 8.88 | 2.40 | 3.77 | 2.02 | 4.86 | 5.81 |
| 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 |
|---|---|---|---|---|
| FIPPX (Fa529 If Pt Cl P) |
-3.27%
Dec 2021 – Dec 2024 |
0.10%
Jan 2021 – Jan 2026 |
1.37%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIPPX (Fa529 If Pt Cl P) |
7.45%
Nov 2018 – Nov 2021 |
4.15%
Dec 2016 – Dec 2021 |
1.95%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart