Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLTPX (Fa529 Lt Te Cl P) | 0.40% | 3.33% | 4.50% | 1.29% | 1.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLTPX (Fa529 Lt Te 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 (%) | 0.06 | 3.33 | 4.50 | 1.29 | 1.45 | NA | NA | … | … | 0.40 | 5.63 | 3.80 | 5.17 | -6.83 | -2.09 | 4.10 | 4.96 | -0.26 | 0.85 | 1.40 | -1.18 |
| Sharpe Ratio | NA | 0.55 | 0.58 | -0.47 | -0.06 | NA | NA | … | … | -0.77 | 1.40 | -1.14 | 0.28 | -2.43 | -1.46 | 1.21 | 2.12 | -1.21 | 0.17 | 0.84 | -0.94 |
| Standard Deviation(%) | NA | 1.88 | 2.35 | 2.67 | 2.33 | NA | NA | … | … | 2.00 | 2.02 | 2.45 | 3.33 | 3.40 | 1.45 | 3.18 | 1.68 | 1.29 | 1.31 | 1.43 | 1.71 |
| Draw Down(%) | NA | 1.41 | 1.41 | 10.39 | 10.93 | NA | NA | … | … | 1.41 | 1.17 | 1.25 | 1.99 | 8.97 | 2.33 | 6.51 | 0.99 | 1.43 | 0.90 | 1.75 | 1.51 |
| 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 |
|---|---|---|---|---|
| FLTPX (Fa529 Lt Te Cl P) |
-2.31%
Oct 2019 – Oct 2022 |
-0.55%
Oct 2017 – Oct 2022 |
1.20%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLTPX (Fa529 Lt Te Cl P) |
5.31%
Oct 2022 – Oct 2025 |
2.19%
Dec 2015 – Dec 2020 |
1.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart