Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FTAIX 4.28% 8.82% NA NA NA NA NA
Data as of 06/17/2026, Common starting date is 06/06/2025
More Performance Analytics Comparison
Name Start Date End Date
FTAIX 06/06/2025 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.29 8.82 NA NA NA NA NA 4.28 4.35
Sharpe Ratio NA 1.27 NA NA NA NA NA 1.43 1.11
Standard Deviation(%) NA 4.61 NA NA NA NA NA 4.61 4.57
Draw Down(%) NA 4.10 NA NA NA NA NA 2.77 4.10
Yield(%) 0.00 6.16 2.05 1.23 0.62 0.41 0.31 2.31 3.84
Data as of 06/17/2026, Common starting date is 06/06/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTAIX (FTAIX) 0.00%
NA
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
FTAIX (FTAIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return