Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTBPX (Fa529 Tl Pt Cl P) | -0.32% | 3.76% | 3.75% | -0.19% | 1.55% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTBPX (Fa529 Tl Pt Cl P) | 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 (%) | -0.48 | 3.76 | 3.75 | -0.19 | 1.55 | NA | NA | … | … | -0.32 | 6.58 | 1.21 | 5.87 | -13.49 | -1.10 | 8.33 | 8.79 | -1.73 | 3.29 | 4.62 | -3.14 |
| Sharpe Ratio | NA | 0.52 | 0.18 | -0.46 | 0.01 | NA | NA | … | … | -0.53 | 0.87 | -1.03 | 0.24 | -2.07 | -0.35 | 1.53 | 2.59 | -1.20 | 1.04 | 1.54 | -1.32 |
| Standard Deviation(%) | NA | 3.74 | 5.18 | 5.60 | 4.65 | NA | NA | … | … | 3.96 | 4.36 | 5.26 | 6.73 | 7.22 | 3.25 | 5.27 | 2.85 | 2.53 | 2.56 | 2.87 | 3.19 |
| Draw Down(%) | NA | 2.92 | 6.05 | 18.54 | 18.54 | NA | NA | … | … | 2.92 | 2.73 | 3.79 | 7.04 | 17.38 | 3.22 | 9.48 | 1.69 | 3.09 | 1.48 | 3.57 | 3.79 |
| 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 |
|---|---|---|---|---|
| FTBPX (Fa529 Tl Pt Cl P) |
-5.19%
Oct 2020 – Oct 2023 |
-0.76%
Oct 2017 – Oct 2022 |
1.36%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTBPX (Fa529 Tl Pt Cl P) |
5.66%
Oct 2018 – Oct 2021 |
4.59%
Dec 2015 – Dec 2020 |
2.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart