Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMCGX (Fa529 Md Gr Cl C) | 9.95% | 11.68% | 11.72% | 7.84% | 6.81% | NA | NA | 6.77% |
Data as of 07/03/2025, AR inception is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMCGX (Fa529 Md Gr Cl C) | 04/02/2015 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 11.68 | 11.72 | 7.84 | 6.81 | NA | NA | 6.77 | 9.95 | 10.35 | 14.30 | -17.59 | 10.92 | 14.63 | 22.14 | -7.65 | 16.92 | 5.57 | -4.24 |
| Sharpe Ratio | NA | 0.66 | 0.64 | 0.54 | 0.43 | NA | NA | 0.43 | 1.12 | 0.42 | 1.06 | -1.13 | 1.18 | 0.67 | 2.73 | -0.86 | 3.45 | 0.55 | -0.51 |
| Standard Deviation(%) | NA | 12.52 | 11.90 | 11.95 | 12.15 | NA | NA | 12.05 | 14.93 | 9.11 | 9.56 | 16.90 | 9.24 | 21.38 | 7.60 | 10.46 | 4.74 | 9.78 | 10.98 |
| Draw Down(%) | NA | 11.40 | 13.47 | 25.68 | 26.04 | NA | NA | 26.04 | 11.40 | 5.30 | 9.64 | 24.33 | 4.78 | 26.04 | 3.76 | 14.99 | 1.39 | 9.45 | 10.58 |
| 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 07/03/2025, AR inception is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCGX (Fa529 Md Gr Cl C) |
-0.06%
Apr 2021 - Apr 2024 |
2.55%
Sep 2017 - Sep 2022 |
6.15%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCGX (Fa529 Md Gr Cl C) |
15.80%
Dec 2018 - Dec 2021 |
11.50%
Jun 2016 - Jun 2021 |
6.75%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart