Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPLCX (Fa529 Port Cl C) | NA | 1.47% | 2.41% | 3.70% | 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 |
|---|---|---|
| FPLCX (Fa529 Port Cl C) | 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 | 1.47 | 2.41 | 3.70 | NA | NA | NA | … | … | 0.00 | 8.56 | -3.33 | 8.58 | 3.94 | -3.62 |
| Sharpe Ratio | NA | 0.84 | 0.52 | 0.80 | NA | NA | NA | … | … | 0.00 | 3.11 | -1.30 | 3.37 | 0.69 | -0.80 |
| Standard Deviation(%) | NA | 1.15 | 2.55 | 3.66 | NA | NA | NA | … | … | NA | 2.30 | 3.57 | 2.37 | 5.35 | 6.04 |
| Draw Down(%) | NA | 0.68 | 5.85 | 6.76 | NA | NA | NA | … | … | 0.00 | 0.75 | 5.85 | 0.92 | 4.92 | 6.91 |
| 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 |
|---|---|---|---|---|
| FPLCX (Fa529 Port Cl C) |
2.32%
May 2015 – May 2018 |
2.54%
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 |
|---|---|---|---|---|
| FPLCX (Fa529 Port Cl C) |
4.81%
Feb 2016 – Feb 2019 |
2.86%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart