Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSXPX (Fa529 St In Cl P) | 3.91% | 6.78% | 5.70% | 2.84% | 3.01% | NA | NA | 2.92% |
Data as of 07/03/2025, AR inception is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSXPX (Fa529 St In Cl P) | 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 (%) | 0.27 | 6.78 | 5.70 | 2.84 | 3.01 | NA | NA | 2.92 | 3.91 | 5.00 | 8.25 | -11.81 | 2.87 | 6.47 | 9.95 | -3.62 | 7.04 | 7.71 | -4.35 |
| Sharpe Ratio | NA | 0.87 | 0.48 | 0.19 | 0.35 | NA | NA | 0.33 | 1.12 | -0.43 | 0.84 | -2.04 | 1.19 | 0.72 | 3.88 | -2.04 | 3.17 | 2.12 | -2.24 |
| Standard Deviation(%) | NA | 3.66 | 4.74 | 4.42 | 4.46 | NA | NA | 4.42 | 4.07 | 3.66 | 4.79 | 6.48 | 2.38 | 8.65 | 2.20 | 2.42 | 2.03 | 3.54 | 2.59 |
| Draw Down(%) | NA | 3.14 | 7.78 | 16.03 | 16.03 | NA | NA | 16.03 | 2.92 | 2.10 | 4.21 | 15.44 | 1.68 | 15.78 | 0.68 | 5.00 | 1.38 | 2.77 | 5.69 |
| 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 |
|---|---|---|---|---|
| FSXPX (Fa529 St In Cl P) |
-1.71%
Sep 2019 - Sep 2022 |
-0.04%
Sep 2017 - Sep 2022 |
2.67%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSXPX (Fa529 St In Cl P) |
6.39%
Dec 2018 - Dec 2021 |
5.65%
Jan 2016 - Jan 2021 |
2.99%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart