Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTBAX (Fa529 Tl Pt Cl A) | -0.07% | 4.44% | 4.39% | 0.42% | 2.16% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTBAX (Fa529 Tl Pt Cl A) | 04/02/2015 | 06/05/2026 |
| 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 (%) | -0.45 | 4.44 | 4.39 | 0.42 | 2.16 | NA | NA | … | … | -0.07 | 7.27 | 1.79 | 6.51 | -12.93 | -0.53 | 8.93 | 9.41 | -1.15 | 3.86 | 5.33 | -2.73 |
| Sharpe Ratio | NA | 0.68 | 0.30 | -0.35 | 0.13 | NA | NA | … | … | -0.40 | 1.03 | -0.91 | 0.34 | -2.00 | -0.17 | 1.64 | 2.76 | -0.97 | 1.25 | 1.75 | -1.13 |
| Standard Deviation(%) | NA | 3.77 | 5.18 | 5.58 | 4.65 | NA | NA | … | … | 3.97 | 4.36 | 5.30 | 6.67 | 7.19 | 3.20 | 5.28 | 2.90 | 2.55 | 2.59 | 2.93 | 3.25 |
| Draw Down(%) | NA | 2.71 | 5.87 | 17.99 | 17.99 | NA | NA | … | … | 2.71 | 2.71 | 3.63 | 6.58 | 16.93 | 3.08 | 9.43 | 1.72 | 2.66 | 1.45 | 3.41 | 3.38 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| FTBAX (Fa529 Tl Pt Cl A) |
-4.62%
Oct 2020 – Oct 2023 |
-0.18%
Oct 2017 – Oct 2022 |
1.96%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTBAX (Fa529 Tl Pt Cl A) |
6.28%
Oct 2018 – Oct 2021 |
5.20%
Dec 2015 – Dec 2020 |
2.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart