Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPICX (Fa529 Port Cl C) | NA | -9.00% | -0.22% | 1.44% | 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 |
|---|---|---|
| FPICX (Fa529 Port Cl C) | 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 | -9.00 | -0.22 | 1.44 | NA | NA | NA | … | … | -9.23 | 2.08 | 7.41 | 12.83 | -4.41 | 11.52 | 4.55 | -3.95 |
| Sharpe Ratio | NA | -1.69 | -0.13 | 0.10 | NA | NA | NA | … | … | -1.74 | 0.61 | 0.92 | 3.15 | -1.05 | 3.51 | 0.61 | -0.65 |
| Standard Deviation(%) | NA | 6.12 | 6.05 | 5.54 | NA | NA | NA | … | … | 6.16 | 3.34 | 7.80 | 3.62 | 5.48 | 3.12 | 7.11 | 8.09 |
| Draw Down(%) | NA | 13.75 | 14.71 | 14.71 | NA | NA | NA | … | … | 13.75 | 2.26 | 11.78 | 1.54 | 8.46 | 1.07 | 6.68 | 8.46 |
| 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 |
|---|---|---|---|---|
| FPICX (Fa529 Port Cl C) |
-0.89%
Oct 2019 – Oct 2022 |
0.88%
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 |
|---|---|---|---|---|
| FPICX (Fa529 Port Cl C) |
7.35%
Dec 2018 – Dec 2021 |
6.95%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart