Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTPPX (American Funds Conservative Growth and Income Portfolio Class 529-F-2) | 5.06% | 13.73% | 12.25% | 6.63% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTPPX (American Funds Conservative Growth and Income Portfolio Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 13.73 | 12.25 | 6.63 | NA | NA | NA | … | … | 5.06 | 14.51 | 9.48 | 9.68 | -8.44 | 13.20 | 8.06 |
| Sharpe Ratio | NA | 2.03 | 1.39 | 0.57 | NA | NA | NA | … | … | 1.44 | 1.56 | 1.00 | 0.94 | -0.96 | 2.28 | 8.91 |
| Standard Deviation(%) | NA | 5.91 | 6.75 | 7.46 | NA | NA | NA | … | … | 7.17 | 7.50 | 5.86 | 6.50 | 10.31 | 5.77 | 6.84 |
| Draw Down(%) | NA | 5.15 | 6.98 | 15.16 | NA | NA | NA | … | … | 5.15 | 6.98 | 3.24 | 6.30 | 15.16 | 2.48 | 0.83 |
| Yield(%) | 0.00 | 5.94 | 5.90 | 4.97 | 3.23 | 2.15 | 1.62 | … | … | 0.72 | 6.33 | 5.63 | 5.25 | 4.46 | 5.03 | 3.56 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTPPX (American Funds Conservative Growth and Income Portfolio Class 529-F-2) |
2.62%
Apr 2021 – Apr 2024 |
6.54%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTPPX (American Funds Conservative Growth and Income Portfolio Class 529-F-2) |
13.21%
Sep 2022 – Sep 2025 |
7.94%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart