Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPFCX (Fa529 Prt Cl C) | 4.06% | 10.03% | 8.26% | 2.56% | 5.86% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPFCX (Fa529 Prt Cl C) | 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 (%) | 0.10 | 10.03 | 8.26 | 2.56 | 5.86 | NA | NA | … | … | 4.06 | 10.72 | 5.22 | 9.30 | -15.47 | 6.77 | 11.64 | 18.80 | -6.94 | 17.21 | 5.33 | -4.28 |
| Sharpe Ratio | NA | 1.68 | 0.88 | 0.00 | 0.04 | NA | NA | … | … | 1.27 | 1.40 | -0.22 | 0.77 | -1.44 | 0.02 | 0.73 | 2.67 | -0.88 | 3.48 | 0.49 | -0.47 |
| Standard Deviation(%) | NA | 4.73 | 5.96 | 136.56 | 96.73 | NA | NA | … | … | 5.87 | 5.72 | 5.77 | 6.66 | 11.73 | 304.84 | 15.53 | 6.51 | 9.40 | 4.79 | 10.45 | 12.24 |
| Draw Down(%) | NA | 3.85 | 6.65 | 73.41 | 73.41 | NA | NA | … | … | 3.85 | 4.95 | 3.10 | 6.65 | 20.50 | 67.22 | 20.38 | 3.20 | 13.64 | 1.37 | 10.13 | 11.53 |
| 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 |
|---|---|---|---|---|
| FPFCX (Fa529 Prt Cl C) |
-1.87%
Apr 2021 – Apr 2024 |
1.87%
Oct 2017 – Oct 2022 |
4.41%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPFCX (Fa529 Prt Cl C) |
12.30%
Dec 2018 – Dec 2021 |
10.28%
Feb 2016 – Feb 2021 |
6.64%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart