Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLBCX (Fa529 Ltd Tecl C) | -0.06% | 2.91% | 4.13% | 0.95% | 1.17% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLBCX (Fa529 Ltd Tecl C) | 04/02/2015 | 06/05/2026 |
| 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 (%) | -0.36 | 2.91 | 4.13 | 0.95 | 1.17 | NA | NA | … | … | -0.06 | 5.39 | 3.55 | 4.89 | -7.05 | -2.38 | 3.90 | 4.77 | -0.61 | 0.61 | 1.17 | -1.36 |
| Sharpe Ratio | NA | 0.40 | 0.48 | -0.57 | -0.17 | NA | NA | … | … | -0.89 | 1.26 | -1.31 | 0.20 | -2.48 | -1.69 | 1.15 | 2.06 | -1.56 | -0.01 | 0.68 | -1.23 |
| Standard Deviation(%) | NA | 1.88 | 2.30 | 2.65 | 2.31 | NA | NA | … | … | 1.98 | 2.04 | 2.33 | 3.29 | 3.42 | 1.42 | 3.17 | 1.63 | 1.23 | 1.35 | 1.42 | 1.50 |
| Draw Down(%) | NA | 1.37 | 1.37 | 10.64 | 11.26 | NA | NA | … | … | 1.37 | 1.18 | 1.32 | 1.96 | 9.10 | 2.56 | 6.49 | 0.97 | 1.56 | 1.01 | 1.88 | 1.63 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| FLBCX (Fa529 Ltd Tecl C) |
-2.53%
Oct 2019 – Oct 2022 |
-0.79%
Oct 2017 – Oct 2022 |
0.95%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLBCX (Fa529 Ltd Tecl C) |
5.05%
Oct 2022 – Oct 2025 |
1.95%
Dec 2015 – Dec 2020 |
1.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart