Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSECX (Fa529 St Dv In C) | 11.25% | 21.39% | 13.45% | 6.88% | 8.47% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSECX (Fa529 St Dv In C) | 04/02/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 21.39 | 13.45 | 6.88 | 8.47 | NA | NA | … | … | 11.25 | 12.48 | 10.59 | 7.82 | -10.67 | 17.54 | 9.92 | 21.03 | -5.75 | 10.84 | 11.37 | -3.13 |
| Sharpe Ratio | NA | 2.39 | 1.09 | 0.42 | 0.57 | NA | NA | … | … | 3.01 | 0.82 | 0.49 | 0.38 | -0.78 | 1.88 | 0.40 | 2.50 | -0.64 | 2.24 | 1.21 | -0.36 |
| Standard Deviation(%) | NA | 8.29 | 9.86 | 11.13 | 12.21 | NA | NA | … | … | 9.53 | 11.87 | 8.31 | 9.48 | 15.47 | 9.29 | 24.35 | 7.85 | 10.98 | 4.58 | 9.19 | 11.58 |
| Draw Down(%) | NA | 5.86 | 12.93 | 17.84 | 30.08 | NA | NA | … | … | 5.86 | 11.56 | 5.96 | 9.30 | 17.84 | 4.66 | 30.08 | 3.59 | 12.82 | 1.74 | 6.95 | 10.33 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FSECX (Fa529 St Dv In C) |
0.41%
Mar 2017 – Mar 2020 |
4.75%
May 2015 – May 2020 |
6.60%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSECX (Fa529 St Dv In C) |
16.07%
Dec 2018 – Dec 2021 |
10.88%
Mar 2020 – Mar 2025 |
9.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart