Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPDDX (Fa529 Port Cl D) | NA | 1.65% | 2.81% | 4.15% | NA | NA | NA | … | … |
Data as of 08/24/2020, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPDDX (Fa529 Port Cl D) | 04/02/2015 | 08/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.65 | 2.81 | 4.15 | NA | NA | NA | … | … | 0.00 | 9.13 | -2.89 | 9.14 | 4.52 | -3.30 |
| Sharpe Ratio | NA | 0.92 | 0.68 | 0.92 | NA | NA | NA | … | … | 0.00 | 3.29 | -1.19 | 3.60 | 0.80 | -0.73 |
| Standard Deviation(%) | NA | 1.17 | 2.55 | 3.67 | NA | NA | NA | … | … | NA | 2.34 | 3.56 | 2.37 | 5.35 | 6.06 |
| Draw Down(%) | NA | 0.63 | 5.44 | 6.64 | NA | NA | NA | … | … | 0.00 | 0.74 | 5.44 | 0.97 | 4.81 | 6.74 |
| 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 |
Data as of 08/24/2020, 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 |
|---|---|---|---|---|
| FPDDX (Fa529 Port Cl D) |
2.81%
Jul 2017 – Jul 2020 |
3.01%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPDDX (Fa529 Port Cl D) |
5.36%
Feb 2016 – Feb 2019 |
3.31%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart