Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMCGX (Fa529 Md Gr Cl C) | 6.15% | 17.14% | 13.78% | 5.66% | 8.29% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMCGX (Fa529 Md Gr Cl 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 (%) | -2.06 | 17.14 | 13.78 | 5.66 | 8.29 | NA | NA | … | … | 6.15 | 18.22 | 10.35 | 14.30 | -17.59 | 10.92 | 14.63 | 22.14 | -7.65 | 16.92 | 5.57 | -4.24 |
| Sharpe Ratio | NA | 1.86 | 1.11 | 0.32 | 0.58 | NA | NA | … | … | 1.57 | 1.33 | 0.42 | 1.06 | -1.13 | 1.18 | 0.67 | 2.73 | -0.86 | 3.45 | 0.55 | -0.51 |
| Standard Deviation(%) | NA | 9.69 | 10.51 | 11.85 | 11.97 | NA | NA | … | … | 12.28 | 11.74 | 9.11 | 9.56 | 16.90 | 9.24 | 21.38 | 7.60 | 10.46 | 4.74 | 9.78 | 10.98 |
| Draw Down(%) | NA | 7.72 | 11.40 | 25.68 | 26.04 | NA | NA | … | … | 7.72 | 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 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 |
|---|---|---|---|---|
| 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) |
15.82%
Sep 2022 – Sep 2025 |
11.50%
Jun 2016 – Jun 2021 |
9.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart