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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
IDeal – Idaho College Savings Program Strategic Asset Allocation - Equal Weight Moderate -2.24% 5.51% 6.15% 11.59% 7.95% 7.92% 6.75% 5.88%
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
IDeal – Idaho College Savings Program 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 (%) -1.77 5.51 6.15 11.59 7.95 7.92 6.75 5.88 -2.24 14.50 15.79 -10.40 15.96 12.99 18.55 -2.60 14.00 7.08 1.32 7.78 15.20 8.20 1.62 8.43 15.09 -19.88 8.11 9.74 3.86 6.09 12.31 -7.35 -2.23
Sharpe Ratio NA 0.48 0.57 0.72 0.61 NA NA 0.49 0.08 1.23 1.50 -0.81 1.99 0.61 2.29 -0.40 2.97 0.82 0.13 1.08 2.56 1.41 0.14 1.08 1.26 -1.21 0.65 1.29 0.32 0.99 1.74 -0.94 -0.54
Standard Deviation(%) NA 12.92 11.18 11.12 11.33 NA NA 9.88 16.03 8.85 8.08 14.68 8.01 20.95 7.46 9.84 4.50 8.40 9.88 7.17 5.92 5.78 10.99 7.69 11.86 17.18 7.67 4.90 4.93 5.18 6.66 9.04 8.62
Draw Down(%) NA 13.04 13.04 14.91 21.97 NA NA 29.09 12.11 5.55 5.94 14.91 3.11 21.97 3.71 11.27 1.68 6.37 7.75 4.74 3.94 4.34 9.29 6.54 12.22 26.78 4.60 3.38 3.47 4.15 5.41 12.72 11.76
Yield(%) NA 2.83 3.20 2.62 2.43 NA NA 2.35 NA 0.95 2.86 2.90 3.00 1.26 2.61 3.69 0.55 2.23 2.34 2.33 2.26 2.35 1.02 1.61 1.36 1.76 2.53 3.87 3.05 2.64 2.08 1.91 2.92
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
IDeal – Idaho College Savings Program Strategic Asset Allocation - Equal Weight Moderate -4.70%
Feb 2006 - Feb 2009
-0.96%
Feb 2004 - Feb 2009
3.16%
Sep 2001 - Sep 2011
4.03%
Feb 2001 - Feb 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IDeal – Idaho College Savings Program Strategic Asset Allocation - Equal Weight Moderate 15.81%
Dec 2018 - Dec 2021
11.75%
Oct 2016 - Oct 2021
9.66%
Dec 2011 - Dec 2021
9.11%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart