Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBBBX (Fa529 Md Gr Cl P) | 6.28% | 17.44% | 14.07% | 5.93% | 8.57% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBBBX (Fa529 Md Gr 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 (%) | -2.04 | 17.44 | 14.07 | 5.93 | 8.57 | NA | NA | … | … | 6.28 | 18.54 | 10.64 | 14.59 | -17.39 | 11.23 | 14.92 | 22.48 | -7.48 | 17.24 | 5.82 | -4.03 |
| Sharpe Ratio | NA | 1.48 | 1.02 | 0.29 | 0.58 | NA | NA | … | … | 1.01 | 1.36 | 0.45 | 1.09 | -1.11 | 1.20 | 0.68 | 2.75 | -0.84 | 3.52 | 0.58 | -0.49 |
| Standard Deviation(%) | NA | 10.01 | 10.58 | 11.92 | 12.02 | NA | NA | … | … | 12.64 | 11.73 | 9.11 | 9.56 | 17.01 | 9.31 | 21.39 | 7.65 | 10.48 | 4.74 | 9.76 | 11.00 |
| Draw Down(%) | NA | 7.72 | 11.36 | 25.50 | 26.02 | NA | NA | … | … | 7.72 | 11.36 | 5.31 | 9.59 | 24.18 | 4.76 | 26.02 | 3.78 | 14.80 | 1.42 | 9.39 | 10.52 |
| 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 |
|---|---|---|---|---|
| FBBBX (Fa529 Md Gr Cl P) |
0.21%
Apr 2021 – Apr 2024 |
2.82%
Sep 2017 – Sep 2022 |
6.42%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBBX (Fa529 Md Gr Cl P) |
16.12%
Dec 2018 – Dec 2021 |
11.80%
Jun 2016 – Jun 2021 |
9.29%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart