Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Alaska John Hancock Freedom 529 Plan Tactical Asset Allocation Moderate | NA | 2.39% | 1.11% | 2.97% | 3.43% | 3.47% | NA | 4.00% |
Data as of 09/30/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Alaska John Hancock Freedom 529 Plan Tactical Asset Allocation Moderate | 12/31/2000 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 2.39 | 1.11 | 2.97 | 3.43 | 3.47 | NA | 4.00 | 6.42 | 3.99 | -2.11 | 7.01 | 4.25 | -1.86 | -2.77 | 18.26 | 8.90 | -3.88 | 1.57 | 17.59 | -10.57 | 5.48 | 5.95 | 3.30 | 1.11 | 12.64 | 1.08 | 8.34 |
| Sharpe Ratio | NA | 0.81 | 0.26 | 0.52 | 0.42 | NA | NA | 0.42 | 0.74 | 0.66 | -0.48 | 1.19 | 0.92 | -0.38 | -0.37 | 2.35 | 1.81 | -0.24 | 0.15 | 2.23 | -1.82 | 0.29 | 0.35 | 0.20 | 0.02 | 1.68 | -0.01 | 1.56 |
| Standard Deviation(%) | NA | 8.23 | 6.68 | 6.03 | 7.77 | NA | NA | 7.44 | 8.35 | 3.93 | 7.13 | 5.38 | 4.41 | 4.98 | 7.49 | 7.75 | 4.89 | 16.03 | 9.64 | 7.84 | 6.30 | 8.56 | 7.73 | 5.53 | 7.97 | 7.13 | 3.64 | 3.86 |
| Draw Down(%) | NA | 13.90 | 14.69 | 14.69 | 15.96 | NA | NA | 16.33 | 13.90 | 3.42 | 8.08 | 2.57 | 2.32 | 5.37 | 7.86 | 4.25 | 4.02 | 15.96 | 9.55 | 4.38 | 13.73 | 5.27 | 8.88 | 4.22 | 7.83 | 3.82 | 5.09 | 2.23 |
| Yield(%) | NA | 9.37 | 4.72 | 3.53 | 3.13 | NA | NA | 3.57 | 6.97 | 4.05 | 3.12 | 0.15 | 2.54 | 2.02 | 1.73 | 3.34 | 2.64 | 4.36 | 2.01 | 3.54 | 4.19 | 5.62 | 4.39 | 4.54 | 1.85 | 1.39 | 3.18 | 6.20 |
Data as of 09/30/2020, 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 |
|---|---|---|---|---|
| The Alaska John Hancock Freedom 529 Plan Tactical Asset Allocation Moderate |
-1.97%
Mar 2006 - Mar 2009 |
0.12%
Mar 2015 - Mar 2020 |
1.92%
Mar 2010 - Mar 2020 |
2.83%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Alaska John Hancock Freedom 529 Plan Tactical Asset Allocation Moderate |
10.31%
Sep 2011 - Sep 2014 |
8.65%
Feb 2009 - Feb 2014 |
4.90%
Nov 2008 - Nov 2018 |
4.46%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart