Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPBX (American Funds Moderate Growth and Income Portfolio Class 529-F-3) | 7.63% | 19.20% | 15.31% | 7.90% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPPBX (American Funds Moderate Growth and Income Portfolio Class 529-F-3) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 19.20 | 15.31 | 7.90 | NA | NA | NA | … | … | 7.63 | 17.36 | 11.59 | 14.08 | -13.33 | 14.17 | 10.65 |
| Sharpe Ratio | NA | 2.12 | 1.33 | 0.53 | NA | NA | NA | … | … | 1.70 | 1.37 | 0.97 | 1.25 | -1.02 | 1.71 | 10.39 |
| Standard Deviation(%) | NA | 8.46 | 9.38 | 10.39 | NA | NA | NA | … | … | 10.23 | 10.64 | 8.25 | 8.41 | 14.58 | 8.27 | 8.29 |
| Draw Down(%) | NA | 7.06 | 10.30 | 20.51 | NA | NA | NA | … | … | 7.06 | 10.30 | 4.21 | 7.91 | 20.51 | 3.56 | 0.93 |
| Yield(%) | 0.00 | 6.63 | 5.04 | 4.65 | 2.96 | 1.97 | 1.48 | … | … | 0.32 | 7.01 | 4.16 | 2.81 | 5.12 | 5.70 | 1.83 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPPBX (American Funds Moderate Growth and Income Portfolio Class 529-F-3) |
2.64%
Apr 2021 – Apr 2024 |
7.20%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPPBX (American Funds Moderate Growth and Income Portfolio Class 529-F-3) |
16.45%
Sep 2022 – Sep 2025 |
8.84%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart