Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMPX (Fa529 St Sl Cl P) | 16.08% | 28.05% | 16.55% | 7.32% | 10.94% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMPX (Fa529 St Sl Cl P) | 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 (%) | -0.54 | 28.05 | 16.55 | 7.32 | 10.94 | NA | NA | … | … | 16.08 | 11.59 | 11.97 | 15.79 | -14.40 | 21.87 | 12.00 | 28.38 | -9.36 | 19.06 | 9.63 | -8.44 |
| Sharpe Ratio | NA | 1.65 | 0.78 | 0.26 | 0.46 | NA | NA | … | … | 2.37 | 0.42 | 0.34 | 0.67 | -0.60 | 1.23 | 0.29 | 2.09 | -0.70 | 2.11 | 0.63 | -0.70 |
| Standard Deviation(%) | NA | 16.07 | 18.19 | 20.00 | 20.83 | NA | NA | … | … | 18.36 | 21.25 | 16.02 | 17.41 | 26.40 | 17.69 | 40.25 | 12.93 | 15.21 | 8.78 | 14.90 | 15.95 |
| Draw Down(%) | NA | 8.76 | 23.14 | 24.65 | 43.43 | NA | NA | … | … | 8.76 | 21.37 | 8.46 | 14.61 | 23.97 | 9.01 | 43.43 | 7.58 | 22.88 | 3.34 | 13.84 | 14.10 |
| 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 |
|---|---|---|---|---|
| FSMPX (Fa529 St Sl Cl P) |
-4.06%
Mar 2017 – Mar 2020 |
2.84%
May 2015 – May 2020 |
7.49%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMPX (Fa529 St Sl Cl P) |
20.83%
Mar 2020 – Mar 2023 |
16.07%
Mar 2020 – Mar 2025 |
11.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart