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 Strategic Asset Allocation - Equal Weight Moderate | 1.60% | 6.79% | 5.63% | 10.64% | 5.95% | 6.62% | 6.23% | 6.03% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.58 | 6.79 | 5.63 | 10.64 | 5.95 | 6.62 | 6.23 | 6.03 | 1.60 | 9.60 | 14.92 | -10.22 | 11.45 | 9.28 | 17.45 | -6.62 | 12.79 | 7.53 | -1.99 | 5.23 | 17.39 | 11.27 | -3.70 | 11.87 | 20.17 | -23.73 | 8.58 | 15.57 | 7.27 | 15.89 | 23.99 | -12.25 | -3.11 |
| Sharpe Ratio | NA | 0.62 | 0.53 | 0.66 | 0.46 | NA | NA | 0.45 | 0.38 | 0.73 | 1.43 | -0.83 | 1.48 | 0.45 | 2.18 | -0.84 | 2.84 | 0.77 | -0.22 | 0.74 | 2.34 | 1.25 | -0.24 | 1.08 | 1.53 | -1.20 | 0.53 | 1.67 | 0.90 | 2.02 | 2.99 | -1.12 | -0.46 |
| Standard Deviation(%) | NA | 11.49 | 10.58 | 10.62 | 10.94 | NA | NA | 11.00 | 14.52 | 8.16 | 7.85 | 14.08 | 7.72 | 20.21 | 7.33 | 9.52 | 4.28 | 9.45 | 9.28 | 7.07 | 7.42 | 8.94 | 15.45 | 10.92 | 13.14 | 20.59 | 10.33 | 7.29 | 5.53 | 7.37 | 7.77 | 11.94 | 12.02 |
| Draw Down(%) | NA | 10.53 | 11.69 | 17.76 | 24.63 | NA | NA | 35.09 | 10.53 | 4.45 | 6.71 | 17.76 | 3.51 | 24.63 | 4.29 | 13.90 | 1.41 | 7.83 | 10.38 | 5.61 | 6.22 | 8.24 | 15.02 | 8.37 | 14.35 | 32.53 | 6.82 | 7.83 | 4.37 | 6.01 | 9.18 | 20.09 | 15.87 |
| Yield(%) | NA | 2.84 | 2.91 | 2.68 | 2.36 | NA | NA | 2.72 | NA | 0.73 | 2.95 | 2.12 | 3.21 | 1.77 | 2.93 | 1.50 | 0.48 | 3.11 | 3.05 | 1.99 | 1.74 | 2.08 | 1.52 | 4.40 | 3.42 | 4.07 | 4.73 | 2.82 | 2.44 | 2.60 | 3.45 | 2.17 | 3.24 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.64%
Feb 2006 - Feb 2009 |
0.16%
May 2007 - May 2012 |
4.50%
Dec 2006 - Dec 2016 |
3.95%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Indiana CollegeChoice 529 Investment Plan Strategic Asset Allocation - Equal Weight Moderate |
18.96%
Mar 2003 - Mar 2006 |
15.33%
Sep 2002 - Sep 2007 |
8.86%
Feb 2009 - Feb 2019 |
8.28%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart