Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRAGX (Aggressive Growth Allocation Index Fund) | 8.31% | 22.21% | 17.78% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/17/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRAGX (Aggressive Growth Allocation Index Fund) | 11/17/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.67 | 22.21 | 17.78 | NA | NA | NA | NA | … | … | 8.31 | 19.28 | 15.53 | 20.17 | -1.09 |
| Sharpe Ratio | NA | 1.83 | 1.20 | NA | NA | NA | NA | … | … | 1.28 | 1.15 | 1.15 | 1.53 | -0.79 |
| Standard Deviation(%) | NA | 10.98 | 12.21 | NA | NA | NA | NA | … | … | 13.24 | 14.38 | 10.38 | 10.89 | 15.54 |
| Draw Down(%) | NA | 8.13 | 14.51 | NA | NA | NA | NA | … | … | 8.13 | 14.51 | 6.68 | 10.10 | 5.39 |
| Yield(%) | 0.00 | 2.12 | 2.35 | 1.86 | 0.93 | 0.62 | 0.46 | … | … | 0.00 | 2.24 | 2.21 | 2.14 | 1.79 |
Data as of 06/09/2026, Common starting date is 11/17/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRAGX (Aggressive Growth Allocation Index Fund) |
15.13%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| FRAGX (Aggressive Growth Allocation Index Fund) |
19.72%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart