Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSSDX (Fa529 Stck Cp D) | 4.99% | 12.62% | 12.23% | 13.15% | 8.61% | NA | NA | 8.46% |
Data as of 07/03/2025, AR inception is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSSDX (Fa529 Stck Cp D) | 04/02/2015 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.56 | 12.62 | 12.23 | 13.15 | 8.61 | NA | NA | 8.46 | 4.99 | 12.26 | 16.08 | -14.18 | 22.18 | 12.29 | 28.67 | -9.12 | 19.33 | 9.89 | -8.26 |
| Sharpe Ratio | NA | 0.42 | 0.46 | 0.55 | 0.34 | NA | NA | 0.33 | 0.27 | 0.36 | 0.68 | -0.59 | 1.25 | 0.30 | 2.11 | -0.68 | 2.14 | 0.65 | -0.68 |
| Standard Deviation(%) | NA | 22.39 | 20.06 | 20.54 | 20.95 | NA | NA | 20.75 | 26.04 | 16.03 | 17.42 | 26.51 | 17.70 | 40.25 | 12.92 | 15.23 | 8.77 | 14.89 | 15.93 |
| Draw Down(%) | NA | 23.05 | 23.05 | 24.48 | 43.42 | NA | NA | 43.42 | 21.32 | 8.44 | 14.55 | 23.83 | 9.01 | 43.42 | 7.53 | 22.82 | 3.37 | 13.86 | 14.06 |
| 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 07/03/2025, AR inception is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSSDX (Fa529 Stck Cp D) |
-3.82%
Mar 2017 - Mar 2020 |
3.10%
May 2015 - May 2020 |
7.76%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSSDX (Fa529 Stck Cp D) |
21.14%
Mar 2020 - Mar 2023 |
16.36%
Mar 2020 - Mar 2025 |
8.41%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart