Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTBCX (Fa529 Tl Pt Cl C) | -0.42% | 3.55% | 3.49% | -0.43% | 1.30% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTBCX (Fa529 Tl Pt Cl C) | 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 (%) | -0.50 | 3.55 | 3.49 | -0.43 | 1.30 | NA | NA | … | … | -0.42 | 6.27 | 0.98 | 5.57 | -13.68 | -1.29 | 7.99 | 8.58 | -2.03 | 2.95 | 4.47 | -3.36 |
| Sharpe Ratio | NA | 0.24 | 0.04 | -0.28 | -0.05 | NA | NA | … | … | -0.89 | 0.79 | -1.07 | 0.20 | -2.11 | -0.07 | 1.46 | 2.55 | -1.31 | 0.91 | 1.45 | -1.41 |
| Standard Deviation(%) | NA | 3.77 | 5.15 | 10.25 | 7.65 | NA | NA | … | … | 3.90 | 4.39 | 5.27 | 6.64 | 7.16 | 19.53 | 5.29 | 2.82 | 2.56 | 2.57 | 2.94 | 3.19 |
| Draw Down(%) | NA | 2.94 | 6.05 | 23.20 | 23.20 | NA | NA | … | … | 2.94 | 2.74 | 3.83 | 7.16 | 17.51 | 7.58 | 9.51 | 1.73 | 3.32 | 1.50 | 3.61 | 3.92 |
| 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 |
|---|---|---|---|---|
| FTBCX (Fa529 Tl Pt Cl C) |
-5.44%
Oct 2020 – Oct 2023 |
-1.03%
Jul 2020 – Jul 2025 |
1.10%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTBCX (Fa529 Tl Pt Cl C) |
5.39%
Oct 2018 – Oct 2021 |
4.32%
Dec 2015 – Dec 2020 |
1.88%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart