Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSPEX (FA Small Cap 529 Port E) | NA | 11.76% | 7.63% | 5.86% | NA | NA | NA | … | … |
Data as of 12/03/2019, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSPEX (FA Small Cap 529 Port E) | 10/23/2013 | 12/03/2019 |
| 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 (%) | -1.14 | 11.76 | 7.63 | 5.86 | NA | NA | NA | … | … | 28.88 | -16.55 | 13.88 | 9.07 | -2.22 | 10.60 | 5.00 |
| Sharpe Ratio | NA | 0.61 | 0.49 | 0.34 | NA | NA | NA | … | … | 2.03 | -1.04 | 1.29 | 0.55 | -0.14 | 0.84 | 3.25 |
| Standard Deviation(%) | NA | 16.78 | 14.36 | 15.01 | NA | NA | NA | … | … | 14.83 | 17.23 | 10.27 | 16.04 | 15.75 | 12.60 | 9.17 |
| Draw Down(%) | NA | 18.60 | 27.57 | 27.57 | NA | NA | NA | … | … | 7.35 | 27.57 | 4.47 | 14.60 | 13.39 | 9.44 | 2.48 |
| 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 12/03/2019, 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 |
|---|---|---|---|---|
| FSPEX (FA Small Cap 529 Port E) |
1.20%
Dec 2015 – Dec 2018 |
2.31%
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 |
|---|---|---|---|---|
| FSPEX (FA Small Cap 529 Port E) |
10.08%
Sep 2015 – Sep 2018 |
6.34%
Jul 2014 – Jul 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart