Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVSCX (Fa529 Vl St Cl C) | 20.56% | 38.78% | 17.68% | 9.42% | 11.19% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVSCX (Fa529 Vl St Cl C) | 04/02/2015 | 06/03/2026 |
| 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 (%) | 0.68 | 38.78 | 17.68 | 9.42 | 11.19 | NA | NA | … | … | 20.56 | 8.65 | 8.00 | 18.55 | -7.89 | 31.38 | 6.93 | 32.88 | -18.44 | 17.72 | 9.92 | -7.72 |
| Sharpe Ratio | NA | 2.13 | 0.79 | 0.35 | 0.44 | NA | NA | … | … | 3.01 | 0.26 | 0.09 | 0.78 | -0.37 | 1.73 | 0.15 | 2.38 | -1.30 | 2.11 | 0.62 | -0.58 |
| Standard Deviation(%) | NA | 17.01 | 18.56 | 20.15 | 21.57 | NA | NA | … | … | 17.69 | 22.35 | 15.58 | 18.53 | 25.47 | 18.13 | 43.64 | 13.22 | 15.24 | 8.14 | 15.78 | 17.60 |
| Draw Down(%) | NA | 9.90 | 27.18 | 27.18 | 48.07 | NA | NA | … | … | 9.90 | 23.39 | 9.66 | 15.74 | 21.95 | 8.65 | 48.07 | 7.84 | 26.21 | 3.57 | 15.82 | 15.46 |
| 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 06/03/2026, 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 |
|---|---|---|---|---|
| FVSCX (Fa529 Vl St Cl C) |
-7.90%
Mar 2017 – Mar 2020 |
-0.32%
May 2015 – May 2020 |
6.70%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVSCX (Fa529 Vl St Cl C) |
25.44%
Mar 2020 – Mar 2023 |
18.59%
Mar 2020 – Mar 2025 |
11.88%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart