Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Tactical Asset Allocation Moderate | -3.47% | -0.39% | 2.17% | 9.53% | 6.79% | 7.69% | 7.19% | 7.69% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/30/2025 |
| 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 (%) | -2.22 | -0.39 | 2.17 | 9.53 | 6.79 | 7.69 | 7.19 | 7.69 | -3.47 | 8.88 | 14.71 | -14.78 | 16.55 | 14.65 | 22.31 | -3.79 | 13.43 | 7.01 | 1.49 | 4.98 | 19.69 | 14.03 | 1.40 | 7.21 | 16.95 | -15.40 | 6.93 | 12.32 | 7.74 | 14.31 | 22.09 | 1.83 | 5.00 |
| Sharpe Ratio | NA | 0.04 | 0.16 | 0.54 | 0.51 | NA | NA | 0.66 | -0.10 | 0.57 | 1.27 | -1.08 | 1.67 | 0.74 | 3.30 | -0.45 | 2.59 | 0.79 | 0.15 | 0.61 | 2.53 | 1.74 | 0.09 | 0.70 | 1.74 | -1.78 | 0.39 | 1.06 | 0.79 | 1.67 | 3.17 | 0.14 | 0.49 |
| Standard Deviation(%) | NA | 11.41 | 11.23 | 11.09 | 11.28 | NA | NA | 9.88 | 13.49 | 9.17 | 8.69 | 14.97 | 9.91 | 19.35 | 6.31 | 11.52 | 4.93 | 8.59 | 9.62 | 8.08 | 7.77 | 8.05 | 15.49 | 10.21 | 9.69 | 9.18 | 9.72 | 8.37 | 6.93 | 7.99 | 6.74 | 4.91 | 5.22 |
| Draw Down(%) | NA | 16.96 | 16.96 | 19.43 | 23.08 | NA | NA | 23.08 | 12.64 | 7.87 | 7.51 | 19.43 | 5.00 | 23.08 | 2.08 | 15.35 | 1.86 | 7.21 | 8.29 | 6.79 | 5.55 | 5.53 | 13.81 | 9.65 | 4.58 | 20.36 | 6.58 | 9.65 | 4.62 | 7.84 | 4.49 | 4.49 | 4.68 |
| Yield(%) | NA | 2.45 | 3.95 | 3.69 | 4.42 | NA | NA | 0.00 | NA | 1.60 | 2.09 | 3.48 | 5.35 | 1.88 | 9.25 | 4.37 | 3.93 | 2.71 | 5.10 | 6.31 | 1.05 | 3.27 | 2.48 | 3.80 | 4.85 | 7.39 | 4.74 | 3.46 | 4.09 | 4.52 | 3.02 | 3.83 | 6.73 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Tactical Asset Allocation Moderate |
-1.57%
Aug 2007 - Aug 2010 |
2.46%
Sep 2006 - Sep 2011 |
5.66%
Feb 2006 - Feb 2016 |
5.96%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Tactical Asset Allocation Moderate |
17.79%
Dec 2018 - Dec 2021 |
13.03%
Oct 2002 - Oct 2007 |
10.84%
Sep 2011 - Sep 2021 |
9.00%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart