Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSXMX (Fa529 St In Cl C) | 2.80% | 8.17% | 6.88% | 2.22% | 3.27% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSXMX (Fa529 St In Cl C) | 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 (%) | 0.27 | 8.17 | 6.88 | 2.22 | 3.27 | NA | NA | … | … | 2.80 | 7.66 | 4.77 | 7.94 | -12.01 | 2.57 | 6.22 | 9.64 | -3.84 | 6.76 | 7.53 | -4.58 |
| Sharpe Ratio | NA | 1.77 | 1.01 | -0.07 | 0.38 | NA | NA | … | … | 0.95 | 1.46 | -0.50 | 0.78 | -2.08 | 1.09 | 0.69 | 3.74 | -2.16 | 3.16 | 2.08 | -2.26 |
| Standard Deviation(%) | NA | 3.37 | 3.88 | 4.45 | 4.45 | NA | NA | … | … | 4.23 | 3.34 | 3.66 | 4.78 | 6.45 | 2.35 | 8.61 | 2.20 | 2.39 | 1.95 | 3.52 | 2.70 |
| Draw Down(%) | NA | 2.49 | 4.29 | 16.25 | 16.25 | NA | NA | … | … | 2.49 | 2.96 | 2.14 | 4.40 | 15.63 | 1.70 | 15.82 | 0.71 | 5.21 | 1.36 | 2.79 | 5.82 |
| 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 |
|---|---|---|---|---|
| FSXMX (Fa529 St In Cl C) |
-1.94%
Sep 2019 – Sep 2022 |
-0.29%
Sep 2017 – Sep 2022 |
2.42%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSXMX (Fa529 St In Cl C) |
7.63%
Oct 2022 – Oct 2025 |
5.39%
Jan 2016 – Jan 2021 |
3.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart