Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPTPX (American Funds Conservative Growth and Income Portfolio Class 529-F-3) | 5.07% | 13.77% | 12.30% | 6.67% | 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 |
|---|---|---|
| FPTPX (American Funds Conservative 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 | 13.77 | 12.30 | 6.67 | NA | NA | NA | … | … | 5.07 | 14.55 | 9.53 | 9.71 | -8.40 | 13.25 | 8.08 |
| Sharpe Ratio | NA | 2.08 | 1.40 | 0.58 | NA | NA | NA | … | … | 1.49 | 1.56 | 1.01 | 0.93 | -0.95 | 2.27 | 8.94 |
| Standard Deviation(%) | NA | 5.81 | 6.75 | 7.46 | NA | NA | NA | … | … | 7.06 | 7.50 | 5.86 | 6.53 | 10.34 | 5.83 | 6.84 |
| Draw Down(%) | NA | 5.14 | 6.97 | 15.14 | NA | NA | NA | … | … | 5.14 | 6.97 | 3.24 | 6.22 | 15.14 | 2.48 | 0.83 |
| Yield(%) | 0.00 | 5.97 | 5.94 | 5.01 | 3.25 | 2.17 | 1.63 | … | … | 0.73 | 6.36 | 5.69 | 5.26 | 4.50 | 5.09 | 3.58 |
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 |
|---|---|---|---|---|
| FPTPX (American Funds Conservative Growth and Income Portfolio Class 529-F-3) |
2.65%
Apr 2021 – Apr 2024 |
6.58%
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 |
|---|---|---|---|---|
| FPTPX (American Funds Conservative Growth and Income Portfolio Class 529-F-3) |
13.25%
Sep 2022 – Sep 2025 |
7.98%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart