Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLTAX (Fa529 Ltd Tecl A) | NA | 10.89% | -1.95% | 16.03% | NA | NA | NA | … | … |
Data as of 11/09/2010, Common starting date is 12/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLTAX (Fa529 Ltd Tecl A) | 12/20/2000 | 11/09/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.89 | -1.95 | 16.03 | NA | NA | NA | … | … | 9.51 | 91.70 | -54.48 | 41.75 | 44.27 | 54.30 | 39.34 | 64.81 | -22.53 | -9.44 | 5.89 |
| Sharpe Ratio | NA | 0.46 | -0.05 | 0.35 | NA | NA | NA | … | … | 0.46 | 2.38 | -0.85 | 1.18 | 1.50 | 2.37 | 1.68 | 3.71 | -0.88 | -0.48 | 128.50 |
| Standard Deviation(%) | NA | 23.62 | 47.81 | 41.94 | NA | NA | NA | … | … | 23.94 | 38.53 | 65.37 | 32.87 | 27.38 | 21.96 | 22.86 | 17.29 | 26.91 | 25.08 | 7.81 |
| Draw Down(%) | NA | 19.92 | 70.63 | 70.63 | NA | NA | NA | … | … | 19.92 | 22.25 | 70.63 | 23.57 | 28.73 | 14.55 | 22.89 | 14.99 | 41.03 | 35.68 | 0.00 |
| Yield(%) | 0.00 | 3.64 | 2.07 | 4.11 | 5.18 | 3.45 | 2.59 | … | … | 1.79 | 3.26 | 1.04 | 3.25 | 4.02 | 4.58 | 1.18 | 1.24 | 0.00 | 0.00 | 0.00 |
Data as of 11/09/2010, Common starting date is 12/20/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLTAX (Fa529 Ltd Tecl A) |
-9.48%
Feb 2006 – Feb 2009 |
12.16%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLTAX (Fa529 Ltd Tecl A) |
65.02%
Feb 2003 – Feb 2006 |
52.26%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart