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The Indiana CollegeChoice 529 Investment Plan
The Indiana CollegeChoice 529 Investment Plan Strategic Asset Allocation - Equal Weight Moderate
The Indiana CollegeChoice 529 Investment Plan Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.38% June 04
Delayed
Holdings (As of 03/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | SallieMac Bank Savings Portfolio | 0.00% |
| General Bond | VBTIX (Vanguard Total Bond Market Index Fund Institutional Shares) | 0.21% | Vanguard Bond Index Portfolio | 32.17% |
| US Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.56% | Vanguard US Equity Index Portfolio | 37.33% |
| International Equity | DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) | 0.85% | Dodge & Cox Funds International Portfolio | 30.50% |
* Day change on 03/31/2025.
Previous
Beta
Performance (As of 06/04/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| The Indiana CollegeChoice 529 Investment Plan Strategic Asset Allocation - Equal Weight Moderate | 1.8% | 6.8% | 5.6% | 10.6% | 6.0% | 7.4% |
| VFINX (Vanguard (S&P 500) Index) | 2.6% | 13.5% | 14.9% | 15.1% | 13.0% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.5% | 9.9% | 9.3% | 8.2% | 8.1% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 1.8 | 6.8 | 5.6 | 10.6 | 6.0 | 7.4 | 6.6 | 6.4 | 6.2 | 6.1 | 9.6 | 14.9 | -10.2 | 11.4 | 9.3 | 17.4 | -6.6 | 12.8 | 7.5 | -2.0 | 5.2 | 17.4 | 11.3 | -3.7 | 11.9 | 20.2 | -23.7 | 8.6 | 15.6 | 7.3 | 15.9 | 24.0 | -12.2 | -3.1 |
| Sharpe Ratio | NA | 0.38 | 0.62 | 0.53 | 0.66 | 0.46 | NA | NA | NA | NA | 0.45 | 0.73 | 1.43 | -0.83 | 1.48 | 0.45 | 2.18 | -0.84 | 2.84 | 0.77 | -0.22 | 0.74 | 2.34 | 1.25 | -0.24 | 1.08 | 1.53 | -1.2 | 0.53 | 1.67 | 0.9 | 2.02 | 2.99 | -1.12 | -0.46 |
| Draw Down(%) | NA | 10.5 | 10.5 | 11.7 | 17.8 | 24.6 | NA | NA | NA | NA | 35.1 | 4.5 | 6.7 | 17.8 | 3.5 | 24.6 | 4.3 | 13.9 | 1.4 | 7.8 | 10.4 | 5.6 | 6.2 | 8.2 | 15.0 | 8.4 | 14.3 | 32.5 | 6.8 | 7.8 | 4.4 | 6.0 | 9.2 | 20.1 | 15.9 |
| Standard Deviation(%) | NA | 14.5 | 11.5 | 10.6 | 10.6 | 10.9 | NA | NA | NA | NA | 11.0 | 8.2 | 7.9 | 14.1 | 7.7 | 20.2 | 7.3 | 9.5 | 4.3 | 9.5 | 9.3 | 7.1 | 7.4 | 8.9 | 15.5 | 10.9 | 13.1 | 20.6 | 10.3 | 7.3 | 5.5 | 7.4 | 7.8 | 11.9 | 12.0 |
| Treynor Ratio | NA | 0.1 | 0.13 | 0.1 | 0.13 | 0.09 | NA | NA | NA | NA | 0.09 | 0.1 | 0.2 | -0.21 | 0.21 | 0.16 | 0.28 | -0.15 | 0.23 | 0.11 | -0.04 | 0.09 | 0.27 | 0.17 | -0.06 | 0.2 | 0.44 | -0.51 | 0.09 | 0.19 | 0.11 | 0.27 | 0.58 | -0.31 | -0.1 |
| Alpha | NA | 0.05 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.01 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.02 | 0.03 | -0.02 | 0.02 | 0.02 | 0.02 | 0.04 | 0.05 | -0.01 | 0.01 |
| Beta | NA | 0.54 | 0.54 | 0.55 | 0.56 | 0.56 | NA | NA | NA | NA | 0.53 | 0.57 | 0.55 | 0.54 | 0.54 | 0.56 | 0.56 | 0.54 | 0.53 | 0.67 | 0.56 | 0.58 | 0.63 | 0.67 | 0.65 | 0.58 | 0.46 | 0.48 | 0.61 | 0.65 | 0.47 | 0.56 | 0.4 | 0.43 | 0.56 |
| RSquared | NA | 0.92 | 0.87 | 0.86 | 0.87 | 0.89 | NA | NA | NA | NA | 0.89 | 0.78 | 0.85 | 0.87 | 0.83 | 0.94 | 0.92 | 0.93 | 0.68 | 0.87 | 0.88 | 0.86 | 0.89 | 0.92 | 0.96 | 0.92 | 0.91 | 0.93 | 0.89 | 0.79 | 0.77 | 0.71 | 0.77 | 0.9 | 0.98 |
| Sortino Ratio | NA | 0.55 | 0.86 | 0.76 | 0.93 | 0.62 | NA | NA | NA | NA | 0.62 | 0.99 | 2.16 | -1.15 | 2.1 | 0.57 | 3.09 | -1.06 | 4.59 | 1.06 | -0.3 | 1.02 | 3.39 | 1.91 | -0.32 | 1.59 | 2.24 | -1.57 | 0.72 | 2.56 | 1.34 | 2.92 | 4.69 | -1.52 | -0.64 |
| Yield(%) | N/A | 0.2 | 1.0 | 2.3 | 2.7 | 2.7 | 3.8 | 3.8 | 4.4 | 4.4 | 2.72 | 1.6 | 2.9 | 2.1 | 3.2 | 1.8 | 2.9 | 1.5 | 0.5 | 3.1 | 3.0 | 2.0 | 1.7 | 2.1 | 1.5 | 4.4 | 3.4 | 4.1 | 4.7 | 2.8 | 2.4 | 2.6 | 3.4 | 2.2 | 3.2 |
| Dividend Growth(%) | N/A | -84.8 | -60.4 | 4.8 | 49.3 | 36.1 | N/A | N/A | N/A | N/A | N/A | -36.4 | 24.7 | -25.9 | 95.3 | -28.5 | 81.5 | 254.2 | -83.2 | -1.1 | 62.1 | 31.4 | -6.7 | 32.5 | -61.5 | 54.9 | -34.9 | -7.2 | 92.0 | 25.8 | 8.4 | -7.5 | 40.6 | -35.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 3 major asset classes: Foreign Equity, Fixed Income, US Equity
that are covered in The Indiana CollegeChoice 529 Investment Plan. It then selects one or two funds for each of the 3 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 7 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.
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