Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSPAX (FA Small Cap 529 Port Ag) | NA | 16.17% | 7.24% | 5.62% | NA | NA | NA | … | … |
Data as of 12/04/2019, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSPAX (FA Small Cap 529 Port Ag) | 10/23/2013 | 12/04/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.91 | 16.17 | 7.24 | 5.62 | NA | NA | NA | … | … | 28.13 | -16.76 | 13.65 | 8.80 | -2.43 | 9.55 | 5.06 |
| Sharpe Ratio | NA | 0.91 | 0.46 | 0.33 | NA | NA | NA | … | … | 1.97 | -1.05 | 1.28 | 0.53 | -0.16 | 0.76 | 3.29 |
| Standard Deviation(%) | NA | 16.18 | 14.33 | 15.01 | NA | NA | NA | … | … | 14.79 | 17.20 | 10.24 | 16.07 | 15.74 | 12.60 | 9.19 |
| Draw Down(%) | NA | 14.92 | 27.62 | 27.62 | NA | NA | NA | … | … | 7.36 | 27.62 | 4.46 | 14.65 | 13.43 | 9.54 | 2.47 |
| 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 12/04/2019, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSPAX (FA Small Cap 529 Port Ag) |
0.97%
Dec 2015 – Dec 2018 |
1.93%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSPAX (FA Small Cap 529 Port Ag) |
9.81%
Sep 2015 – Sep 2018 |
6.09%
Jul 2014 – Jul 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart