Performance Comparison
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