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 Strategic Asset Allocation - Equal Weight Moderate | NA | 5.78% | 2.36% | 5.99% | 4.98% | 6.24% | NA | 5.80% |
Data as of 09/30/2016, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 5.78 | 2.36 | 5.99 | 4.98 | 6.24 | NA | 5.80 | 2.39 | -0.49 | 0.88 | 10.20 | 13.25 | -0.33 | 11.20 | 23.48 | -17.56 | 6.92 | 10.66 | 7.21 | 10.21 | 22.89 | -5.74 | -0.23 |
| Sharpe Ratio | NA | 0.23 | 0.11 | 0.69 | 0.43 | NA | NA | 0.52 | 0.26 | -0.06 | 0.12 | 1.58 | 2.35 | -0.04 | 1.29 | 1.85 | -1.25 | 0.55 | 1.03 | 0.90 | 1.35 | 2.94 | -0.74 | -0.29 |
| Standard Deviation(%) | NA | 8.26 | 8.00 | 7.28 | 9.33 | NA | NA | 8.73 | 8.27 | 8.73 | 6.92 | 6.43 | 5.60 | 10.00 | 8.61 | 12.65 | 14.82 | 7.03 | 7.17 | 5.63 | 6.87 | 7.55 | 9.27 | 8.68 |
| Draw Down(%) | NA | 8.27 | 12.42 | 12.42 | 28.96 | NA | NA | 28.96 | 8.03 | 9.36 | 6.75 | 7.06 | 4.01 | 10.56 | 6.58 | 13.98 | 25.54 | 4.86 | 7.89 | 3.79 | 6.52 | 6.78 | 13.94 | 12.67 |
| Yield(%) | NA | 2.25 | 3.41 | 3.49 | 4.17 | NA | NA | 3.77 | 2.27 | 4.73 | 3.28 | 2.87 | 4.30 | 3.01 | 4.75 | 4.55 | 6.91 | 4.87 | 2.93 | 2.96 | 1.83 | 2.62 | 4.11 | 4.34 |
Data as of 09/30/2016, 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 Strategic Asset Allocation - Equal Weight Moderate |
-4.54%
Feb 2006 - Feb 2009 |
0.52%
Feb 2004 - Feb 2009 |
4.42%
Nov 2006 - Nov 2016 |
5.32%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
16.67%
Feb 2009 - Feb 2012 |
13.41%
Feb 2009 - Feb 2014 |
8.76%
Mar 2003 - Mar 2013 |
6.22%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart