Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNPAX (Fa529 Nw Ins A) | 11.52% | 29.19% | 28.21% | 15.42% | 16.19% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNPAX (Fa529 Nw Ins A) | 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 (%) | 1.60 | 29.19 | 28.21 | 15.42 | 16.19 | NA | NA | … | … | 11.52 | 23.74 | 36.73 | 35.49 | -27.95 | 24.79 | 23.44 | 28.84 | -4.60 | 27.77 | 6.09 | -0.48 |
| Sharpe Ratio | NA | 1.87 | 1.47 | 0.65 | 0.76 | NA | NA | … | … | 1.39 | 1.02 | 1.96 | 2.32 | -1.10 | 1.53 | 0.73 | 2.14 | -0.32 | 3.32 | 0.42 | -0.04 |
| Standard Deviation(%) | NA | 14.19 | 16.89 | 19.05 | 18.94 | NA | NA | … | … | 15.97 | 20.81 | 15.50 | 13.59 | 26.84 | 16.21 | 31.65 | 12.84 | 18.35 | 8.22 | 13.90 | 16.55 |
| Draw Down(%) | NA | 10.47 | 20.12 | 33.01 | 33.01 | NA | NA | … | … | 10.47 | 20.12 | 10.91 | 7.19 | 31.38 | 8.15 | 31.98 | 7.42 | 21.86 | 2.29 | 12.80 | 11.29 |
| 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 |
|---|---|---|---|---|
| FNPAX (Fa529 Nw Ins A) |
3.54%
Dec 2019 – Dec 2022 |
6.15%
Jan 2018 – Jan 2023 |
13.00%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNPAX (Fa529 Nw Ins A) |
30.85%
Sep 2022 – Sep 2025 |
19.32%
Dec 2016 – Dec 2021 |
16.29%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart