Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCCLX (Fa529 Clg Cl C) | 1.83% | 6.13% | 5.35% | 1.40% | 2.67% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCCLX (Fa529 Clg 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 (%) | -0.74 | 6.13 | 5.35 | 1.40 | 2.67 | NA | NA | … | … | 1.83 | 7.91 | 3.06 | 5.77 | -10.41 | 1.21 | 6.17 | 9.35 | -2.98 | 6.26 | 3.27 | -3.23 |
| Sharpe Ratio | NA | 1.46 | 0.64 | -0.20 | 0.30 | NA | NA | … | … | 1.04 | 1.42 | -0.90 | 0.34 | -1.92 | 0.43 | 1.18 | 3.45 | -1.46 | 2.96 | 0.87 | -1.22 |
| Standard Deviation(%) | NA | 3.17 | 3.95 | 4.39 | 3.87 | NA | NA | … | … | 3.80 | 3.61 | 3.92 | 4.53 | 6.16 | 2.78 | 5.00 | 2.30 | 2.93 | 1.91 | 3.51 | 3.55 |
| Draw Down(%) | NA | 2.59 | 4.05 | 14.46 | 14.46 | NA | NA | … | … | 2.59 | 2.62 | 2.50 | 4.05 | 13.59 | 2.05 | 8.04 | 0.76 | 4.93 | 0.94 | 2.70 | 4.71 |
| 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 |
|---|---|---|---|---|
| FCCLX (Fa529 Clg Cl C) |
-2.20%
Oct 2020 – Oct 2023 |
0.04%
Oct 2017 – Oct 2022 |
2.00%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCCLX (Fa529 Clg Cl C) |
6.31%
Oct 2022 – Oct 2025 |
4.62%
Jan 2016 – Jan 2021 |
3.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart