Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Virginia 529 College Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 20.56% | 2.64% | 7.51% | 5.81% | 6.48% | 6.39% | 7.16% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Virginia 529 College Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.80 | 20.56 | 2.64 | 7.51 | 5.81 | 6.48 | 6.39 | 7.16 | NA | 6.90 | 11.95 | -12.25 | 7.94 | 17.64 | 17.02 | -5.73 | 12.76 | 5.97 | -1.88 | 3.11 | 10.76 | 10.75 | -1.94 | 12.11 | 24.64 | -22.03 | 12.30 | 15.35 | 5.40 | 9.98 | 20.30 | 5.11 | 7.65 |
| Sharpe Ratio | NA | 0.20 | -0.15 | 0.31 | 0.43 | NA | NA | 0.66 | 0.07 | 0.04 | 1.13 | -1.20 | 0.84 | 1.04 | 2.12 | -0.82 | 2.78 | 0.72 | -0.25 | 0.55 | 2.04 | 1.92 | -0.19 | 1.55 | 2.57 | -1.62 | 1.19 | 2.29 | 0.70 | 1.58 | 4.08 | 0.79 | 1.67 |
| Standard Deviation(%) | NA | 7.76 | 8.82 | 11.02 | 9.36 | NA | NA | 8.25 | 6.05 | 7.80 | 6.81 | 11.32 | 9.39 | 16.79 | 7.36 | 8.63 | 4.36 | 8.02 | 7.72 | 5.67 | 5.25 | 5.57 | 10.15 | 7.76 | 9.54 | 14.17 | 7.84 | 5.27 | 4.65 | 5.74 | 4.80 | 5.07 | 3.20 |
| Draw Down(%) | NA | 5.57 | 15.55 | 21.84 | 21.84 | NA | NA | 30.85 | 0.47 | 5.57 | 6.64 | 17.33 | 6.32 | 21.84 | 4.02 | 12.36 | 2.25 | 6.53 | 9.01 | 4.91 | 5.34 | 4.70 | 11.56 | 6.61 | 9.82 | 29.70 | 6.15 | 6.56 | 4.31 | 6.13 | 3.94 | 6.70 | 1.89 |
| Yield(%) | NA | 3.57 | 4.72 | 4.02 | 3.32 | NA | NA | 3.78 | NA | 0.84 | 3.69 | 1.94 | 7.76 | 2.01 | 4.23 | 3.82 | 0.33 | 1.61 | 3.47 | 4.46 | 2.62 | 3.53 | 3.24 | 3.36 | 3.76 | 3.76 | 7.13 | 6.13 | 4.47 | 3.09 | 1.80 | 3.29 | 6.54 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Virginia 529 College Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-2.99%
Feb 2006 - Feb 2009 |
1.27%
Feb 2004 - Feb 2009 |
4.14%
Mar 2010 - Mar 2020 |
4.20%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Virginia 529 College Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
15.48%
Feb 2009 - Feb 2012 |
13.66%
Oct 2002 - Oct 2007 |
8.57%
Apr 2001 - Apr 2011 |
7.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart