Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPIAX (Fa529 Pt Cl A) | NA | -8.36% | 0.51% | 2.20% | NA | NA | NA | … | … |
Data as of 12/27/2022, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPIAX (Fa529 Pt Cl A) | 04/02/2015 | 12/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.36 | 0.51 | 2.20 | NA | NA | NA | … | … | -8.58 | 2.83 | 8.24 | 13.67 | -3.69 | 12.38 | 5.33 | -3.36 |
| Sharpe Ratio | NA | -1.59 | 0.00 | 0.24 | NA | NA | NA | … | … | -1.64 | 0.84 | 1.03 | 3.37 | -0.92 | 3.78 | 0.72 | -0.56 |
| Standard Deviation(%) | NA | 6.09 | 6.02 | 5.52 | NA | NA | NA | … | … | 6.13 | 3.33 | 7.76 | 3.64 | 5.47 | 3.12 | 7.08 | 8.05 |
| Draw Down(%) | NA | 13.23 | 14.12 | 14.12 | NA | NA | NA | … | … | 13.23 | 2.20 | 11.74 | 1.51 | 7.80 | 1.05 | 6.61 | 8.16 |
| 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 |
Data as of 12/27/2022, 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 |
|---|---|---|---|---|
| FPIAX (Fa529 Pt Cl A) |
-0.14%
Oct 2019 – Oct 2022 |
1.64%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPIAX (Fa529 Pt Cl A) |
8.16%
Dec 2018 – Dec 2021 |
7.76%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart