Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSZPX (Fa529 Sm Cp Cl C) | 19.19% | 37.93% | 18.60% | 7.96% | 10.08% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSZPX (Fa529 Sm Cp 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 (%) | 0.42 | 37.93 | 18.60 | 7.96 | 10.08 | NA | NA | … | … | 19.19 | 13.49 | 10.14 | 16.79 | -21.11 | 29.96 | 16.12 | 31.10 | -17.76 | 12.72 | 7.91 | -7.85 |
| Sharpe Ratio | NA | 2.00 | 0.78 | 0.24 | 0.40 | NA | NA | … | … | 2.40 | 0.50 | 0.20 | 0.68 | -0.79 | 1.51 | 0.43 | 2.07 | -1.12 | 1.21 | 0.50 | -0.65 |
| Standard Deviation(%) | NA | 17.63 | 19.58 | 21.50 | 21.43 | NA | NA | … | … | 19.47 | 21.83 | 18.43 | 18.68 | 28.44 | 19.82 | 37.17 | 14.35 | 16.96 | 10.06 | 15.43 | 15.93 |
| Draw Down(%) | NA | 9.42 | 26.57 | 32.79 | 40.54 | NA | NA | … | … | 9.42 | 23.32 | 9.45 | 14.96 | 30.13 | 10.01 | 40.54 | 7.43 | 27.80 | 4.57 | 14.76 | 13.64 |
| 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 |
|---|---|---|---|---|
| FSZPX (Fa529 Sm Cp Cl C) |
-4.98%
Mar 2017 – Mar 2020 |
1.07%
May 2015 – May 2020 |
5.60%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSZPX (Fa529 Sm Cp Cl C) |
25.54%
Dec 2018 – Dec 2021 |
14.94%
Oct 2016 – Oct 2021 |
10.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart