Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMGOX (Fa529 Md Pt Cl A) | NA | 0.00% | 4.98% | 7.17% | NA | NA | NA | … | … |
Data as of 08/24/2020, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMGOX (Fa529 Md Pt Cl A) | 04/02/2015 | 08/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 4.98 | 7.17 | NA | NA | NA | … | … | 0.00 | 16.25 | -6.30 | 17.80 | 6.41 | -3.72 |
| Sharpe Ratio | NA | 0.00 | 0.56 | 0.81 | NA | NA | NA | … | … | 0.00 | 2.55 | -0.73 | 3.62 | 0.63 | -0.45 |
| Standard Deviation(%) | NA | 0.59 | 7.02 | 7.87 | NA | NA | NA | … | … | NA | 5.81 | 10.42 | 4.76 | 9.76 | 10.97 |
| Draw Down(%) | NA | 0.00 | 13.77 | 13.77 | NA | NA | NA | … | … | 0.00 | 3.37 | 13.77 | 1.40 | 9.30 | 10.35 |
| 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 |
Data as of 08/24/2020, 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 |
|---|---|---|---|---|
| FMGOX (Fa529 Md Pt Cl A) |
4.79%
Jul 2017 – Jul 2020 |
5.24%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMGOX (Fa529 Md Pt Cl A) |
10.98%
Sep 2015 – Sep 2018 |
5.63%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart