Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Indiana CollegeChoice 529 Investment Plan Tactical Asset Allocation Moderate | -2.41% | 5.67% | 6.06% | 9.83% | 6.04% | 5.41% | 5.07% | 5.90% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Indiana CollegeChoice 529 Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.65 | 5.67 | 6.06 | 9.83 | 6.04 | 5.41 | 5.07 | 5.90 | -2.41 | 12.58 | 10.08 | -3.03 | 12.37 | 15.07 | 8.96 | -4.77 | 12.30 | 6.01 | -2.25 | 4.57 | 12.69 | 8.25 | -5.18 | 3.06 | 15.77 | -13.00 | 5.83 | 6.91 | 3.41 | 12.87 | 23.87 | 1.43 | 3.88 |
| Sharpe Ratio | NA | 0.66 | 0.60 | 0.86 | 0.67 | NA | NA | 0.64 | 0.18 | 1.13 | 0.91 | -0.33 | 1.45 | 1.72 | 1.86 | -0.80 | 2.65 | 1.36 | -0.46 | 0.71 | 1.74 | 2.47 | -0.36 | 0.31 | 1.78 | -1.59 | 0.32 | 0.91 | 0.31 | 1.73 | 4.52 | 0.07 | 0.30 |
| Standard Deviation(%) | NA | 10.18 | 9.87 | 9.68 | 7.94 | NA | NA | 7.62 | 12.21 | 7.93 | 7.05 | 13.45 | 8.50 | 8.62 | 4.03 | 7.73 | 4.40 | 4.26 | 4.99 | 6.36 | 7.28 | 3.32 | 14.58 | 9.54 | 8.80 | 8.80 | 8.40 | 3.85 | 3.70 | 6.88 | 5.12 | 3.90 | 4.88 |
| Draw Down(%) | NA | 11.86 | 11.86 | 11.86 | 11.86 | NA | NA | 21.40 | 11.70 | 4.91 | 6.31 | 11.20 | 4.03 | 10.61 | 3.39 | 11.15 | 1.34 | 2.27 | 6.08 | 6.02 | 6.79 | 1.57 | 14.37 | 8.99 | 6.01 | 19.28 | 5.05 | 2.36 | 2.90 | 6.06 | 2.23 | 4.58 | 3.14 |
| Yield(%) | NA | 2.90 | 2.95 | 2.87 | 2.16 | NA | NA | 3.11 | NA | 0.77 | 3.04 | 1.43 | 3.93 | 2.37 | 3.44 | 0.97 | 0.25 | 2.09 | 1.62 | 2.29 | 1.97 | 3.22 | 1.28 | 4.99 | 3.16 | 4.79 | 4.08 | 4.24 | 3.48 | 2.87 | 4.32 | 5.58 | 5.48 |
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 |
|---|---|---|---|---|
| The Indiana CollegeChoice 529 Investment Plan Tactical Asset Allocation Moderate |
-2.42%
Feb 2006 - Feb 2009 |
0.50%
May 2007 - May 2012 |
3.25%
Dec 2006 - Dec 2016 |
3.44%
Feb 2005 - Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Indiana CollegeChoice 529 Investment Plan Tactical Asset Allocation Moderate |
13.84%
Jul 2002 - Jul 2005 |
11.30%
Oct 2002 - Oct 2007 |
7.13%
Dec 2011 - Dec 2021 |
6.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart