Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPKAX (Fa529 Pt Od Cl A) | NA | 0.00% | 3.27% | 5.15% | 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 |
|---|---|---|
| FPKAX (Fa529 Pt Od 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 | 3.27 | 5.15 | NA | NA | NA | … | … | 0.00 | 10.14 | -3.69 | 12.41 | 5.33 | -3.40 |
| Sharpe Ratio | NA | 0.00 | 0.59 | 0.88 | NA | NA | NA | … | … | 0.00 | 3.01 | -0.91 | 3.75 | 0.72 | -0.56 |
| Standard Deviation(%) | NA | 2.03 | 3.69 | 5.00 | NA | NA | NA | … | … | NA | 2.90 | 5.49 | 3.15 | 7.09 | 8.06 |
| Draw Down(%) | NA | 0.00 | 7.83 | 8.57 | NA | NA | NA | … | … | 0.00 | 1.36 | 7.83 | 1.09 | 6.60 | 8.11 |
| 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 |
|---|---|---|---|---|
| FPKAX (Fa529 Pt Od Cl A) |
3.21%
Jul 2017 – Jul 2020 |
3.69%
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 |
|---|---|---|---|---|
| FPKAX (Fa529 Pt Od Cl A) |
7.38%
Sep 2015 – Sep 2018 |
4.03%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart