Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSPLX (Fa529 St Dv Cl P) | 12.64% | 22.90% | 14.18% | 7.51% | 8.86% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSPLX (Fa529 St Dv Cl P) | 04/02/2015 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 22.90 | 14.18 | 7.51 | 8.86 | NA | NA | … | … | 12.64 | 12.72 | 10.89 | 8.01 | -10.41 | 17.82 | 10.20 | 21.27 | -5.50 | 11.17 | 11.61 | -2.97 |
| Sharpe Ratio | NA | 2.42 | 1.13 | 0.45 | 0.59 | NA | NA | … | … | 3.04 | 0.85 | 0.54 | 0.40 | -0.77 | 1.89 | 0.41 | 2.54 | -0.62 | 2.31 | 1.25 | -0.34 |
| Standard Deviation(%) | NA | 8.30 | 9.81 | 11.11 | 12.21 | NA | NA | … | … | 9.52 | 11.88 | 8.13 | 9.45 | 15.44 | 9.40 | 24.38 | 7.81 | 11.01 | 4.59 | 9.15 | 11.65 |
| Draw Down(%) | NA | 5.84 | 12.83 | 17.72 | 30.11 | NA | NA | … | … | 5.84 | 11.50 | 5.94 | 9.21 | 17.72 | 4.60 | 30.11 | 3.53 | 12.77 | 1.73 | 6.90 | 10.21 |
| 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 06/04/2026, 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 |
|---|---|---|---|---|
| FSPLX (Fa529 St Dv Cl P) |
0.63%
Mar 2017 – Mar 2020 |
4.99%
May 2015 – May 2020 |
6.86%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSPLX (Fa529 St Dv Cl P) |
16.34%
Dec 2018 – Dec 2021 |
11.17%
Mar 2020 – Mar 2025 |
9.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart