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 Strategic Asset Allocation - Equal Weight Moderate | NA | 8.20% | 4.01% | 5.70% | 5.07% | 4.83% | NA | 5.73% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | 2.17 | 8.20 | 4.01 | 5.70 | 5.07 | 4.83 | NA | 5.73 | 8.09 | 15.23 | -4.41 | 6.92 | 6.16 | -1.47 | -0.49 | 15.47 | 10.77 | -2.56 | 9.14 | 24.66 | -22.41 | 5.89 | 13.59 | 4.48 | 8.90 | 19.90 | -4.99 | 11.75 |
| Sharpe Ratio | NA | 0.51 | 0.42 | 0.55 | 0.49 | NA | NA | 0.47 | 0.48 | 1.95 | -0.57 | 1.24 | 0.65 | -0.17 | -0.07 | 2.35 | 1.29 | -0.19 | 0.92 | 1.80 | -1.26 | 0.40 | 1.58 | 0.39 | 0.97 | 2.26 | -0.51 | 0.96 |
| Standard Deviation(%) | NA | 16.06 | 11.69 | 10.22 | 9.75 | NA | NA | 10.24 | 16.35 | 7.10 | 10.05 | 5.06 | 9.20 | 8.91 | 6.78 | 6.56 | 8.30 | 13.87 | 9.85 | 13.65 | 18.58 | 7.30 | 6.55 | 5.98 | 8.21 | 8.51 | 12.03 | 9.78 |
| Draw Down(%) | NA | 22.33 | 22.33 | 22.33 | 22.33 | NA | NA | 32.36 | 22.33 | 3.86 | 11.96 | 2.68 | 8.94 | 10.10 | 7.14 | 4.48 | 7.26 | 14.22 | 7.92 | 12.72 | 30.63 | 4.99 | 6.61 | 3.77 | 7.76 | 8.40 | 18.41 | 10.06 |
| Yield(%) | NA | 9.04 | 5.36 | 4.01 | 3.59 | NA | NA | 4.05 | 6.76 | 6.50 | 3.07 | 0.23 | 2.72 | 3.33 | 3.73 | 2.82 | 2.63 | 3.98 | 1.96 | 3.07 | 5.72 | 5.62 | 7.07 | 5.36 | 2.03 | 3.00 | 1.98 | 5.37 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.42%
Feb 2006 - Feb 2009 |
-0.83%
Feb 2004 - Feb 2009 |
3.31%
Mar 2010 - Mar 2020 |
3.77%
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 Strategic Asset Allocation - Equal Weight Moderate |
15.13%
Feb 2009 - Feb 2012 |
12.96%
Feb 2009 - Feb 2014 |
7.72%
Feb 2009 - Feb 2019 |
6.43%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart