Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPAAX (Fa529 Port Cl A) | NA | 9.81% | -7.16% | NA | NA | NA | NA | … | … |
Data as of 08/03/2010, Common starting date is 09/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPAAX (Fa529 Port Cl A) | 09/08/2005 | 08/03/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.81 | -7.16 | NA | NA | NA | NA | … | … | -2.01 | 30.64 | -39.32 | 6.79 | 14.69 | 1.20 |
| Sharpe Ratio | NA | 0.60 | -0.30 | NA | NA | NA | NA | … | … | -0.20 | 1.35 | -1.16 | 0.28 | 1.16 | 0.16 |
| Standard Deviation(%) | NA | 16.12 | 26.06 | NA | NA | NA | NA | … | … | 17.15 | 22.60 | 34.59 | 13.56 | 9.85 | 8.24 |
| Draw Down(%) | NA | 13.56 | 54.51 | NA | NA | NA | NA | … | … | 13.56 | 24.16 | 48.77 | 9.55 | 9.77 | 4.43 |
| Yield(%) | 0.00 | 0.88 | 2.20 | 2.88 | 1.44 | 0.96 | 0.72 | … | … | 0.00 | 1.29 | 2.90 | 4.57 | 5.08 | 0.00 |
Data as of 08/03/2010, Common starting date is 09/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPAAX (Fa529 Port Cl A) |
-15.38%
Feb 2006 – Feb 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPAAX (Fa529 Port Cl A) |
-4.94%
Mar 2007 – Mar 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart