Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FPPCX (Fa529 Pt Cl P) | NA | 1.62% | 2.63% | 3.92% | NA | NA | NA | 2.93% |
Data as of 08/24/2020, AR inception is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPPCX (Fa529 Pt Cl P) | 04/02/2015 | 08/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.62 | 2.63 | 3.92 | NA | NA | NA | 2.93 | 0.00 | 8.85 | -3.11 | 8.84 | 4.25 | -3.47 |
| Sharpe Ratio | NA | 0.91 | 0.61 | 0.86 | NA | NA | NA | 0.52 | 0.00 | 3.26 | -1.25 | 3.53 | 0.75 | -0.76 |
| Standard Deviation(%) | NA | 1.17 | 2.53 | 3.66 | NA | NA | NA | 3.85 | NA | 2.28 | 3.56 | 2.34 | 5.35 | 6.08 |
| Draw Down(%) | NA | 0.60 | 5.66 | 6.69 | NA | NA | NA | 9.35 | 0.00 | 0.77 | 5.66 | 0.95 | 4.85 | 6.84 |
| 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 |
Data as of 08/24/2020, AR inception is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPPCX (Fa529 Pt Cl P) |
2.59%
May 2015 - May 2018 |
2.77%
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 |
|---|---|---|---|---|
| FPPCX (Fa529 Pt Cl P) |
5.05%
Feb 2016 - Feb 2019 |
3.08%
Jun 2015 - Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart