Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSPPX (Fa529 Sm Cp Cl P) | 19.32% | 38.29% | 18.91% | 8.23% | 10.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSPPX (Fa529 Sm Cp 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 (%) | 0.43 | 38.29 | 18.91 | 8.23 | 10.35 | NA | NA | … | … | 19.32 | 13.77 | 10.40 | 17.08 | -20.92 | 30.24 | 16.40 | 31.50 | -17.56 | 13.02 | 8.17 | -7.67 |
| Sharpe Ratio | NA | 2.02 | 0.80 | 0.25 | 0.41 | NA | NA | … | … | 2.42 | 0.51 | 0.21 | 0.69 | -0.79 | 1.53 | 0.43 | 2.10 | -1.11 | 1.24 | 0.51 | -0.63 |
| Standard Deviation(%) | NA | 17.64 | 19.59 | 21.48 | 21.42 | NA | NA | … | … | 19.48 | 21.82 | 18.43 | 18.68 | 28.36 | 19.81 | 37.17 | 14.34 | 16.94 | 10.03 | 15.49 | 15.97 |
| Draw Down(%) | NA | 9.40 | 26.50 | 32.69 | 40.52 | NA | NA | … | … | 9.40 | 23.27 | 9.44 | 14.90 | 30.05 | 9.97 | 40.52 | 7.43 | 27.72 | 4.54 | 14.73 | 13.59 |
| 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 |
|---|---|---|---|---|
| FSPPX (Fa529 Sm Cp Cl P) |
-4.73%
Mar 2017 – Mar 2020 |
1.33%
May 2015 – May 2020 |
5.87%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSPPX (Fa529 Sm Cp Cl P) |
25.86%
Dec 2018 – Dec 2021 |
15.23%
Oct 2016 – Oct 2021 |
10.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart