Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Vanguard Nevada 529 College Savings Plan Tactical Asset Allocation Moderate | NA | 26.03% | 3.76% | 8.72% | 7.49% | 8.32% | 7.85% | 8.04% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Vanguard Nevada 529 College Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.29 | 26.03 | 3.76 | 8.72 | 7.49 | 8.32 | 7.85 | 8.04 | NA | 13.52 | 11.38 | -13.68 | 10.16 | 20.65 | 20.94 | -2.51 | 10.26 | 7.79 | -0.49 | 6.70 | 19.28 | 12.07 | 1.72 | 7.96 | 17.50 | -13.48 | 7.69 | 12.02 | 7.79 | 13.20 | 19.10 | 1.22 | 3.08 |
| Sharpe Ratio | NA | 0.84 | -0.02 | 0.38 | 0.50 | NA | NA | 0.64 | 0.06 | 0.68 | 0.86 | -1.04 | 0.91 | 0.98 | 2.27 | -0.32 | 2.17 | 0.93 | -0.05 | 0.88 | 2.56 | 1.43 | 0.11 | 0.77 | 1.66 | -1.63 | 0.49 | 1.10 | 0.81 | 1.52 | 2.87 | 0.03 | 0.15 |
| Standard Deviation(%) | NA | 10.08 | 11.28 | 13.75 | 11.55 | NA | NA | 9.98 | 10.60 | 10.14 | 8.32 | 14.47 | 11.10 | 20.93 | 8.60 | 11.99 | 4.44 | 8.16 | 9.42 | 7.62 | 7.51 | 8.41 | 14.79 | 10.25 | 10.52 | 8.83 | 9.62 | 7.94 | 6.95 | 8.09 | 6.41 | 4.20 | 5.18 |
| Draw Down(%) | NA | 6.34 | 20.13 | 22.87 | 22.87 | NA | NA | 22.87 | 0.91 | 6.34 | 6.03 | 21.19 | 7.77 | 22.87 | 4.02 | 14.38 | 1.60 | 6.89 | 9.01 | 4.57 | 4.50 | 5.50 | 12.33 | 9.44 | 5.72 | 19.37 | 6.54 | 9.18 | 4.51 | 7.41 | 4.38 | 3.10 | 4.81 |
| Yield(%) | NA | 2.24 | 5.15 | 4.18 | 3.57 | NA | NA | 0.00 | NA | 1.48 | 1.72 | 6.07 | 5.80 | 1.44 | 4.26 | 4.48 | 1.91 | 3.04 | 3.92 | 1.79 | 1.34 | 2.38 | 2.20 | 2.13 | 3.46 | 4.81 | 3.13 | 2.93 | 2.93 | 3.34 | 3.88 | 5.15 | 5.72 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Vanguard Nevada 529 College Savings Plan Tactical Asset Allocation Moderate |
-1.25%
Feb 2006 - Feb 2009 |
3.28%
Sep 2006 - Sep 2011 |
5.91%
Jan 2006 - Jan 2016 |
5.78%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Vanguard Nevada 529 College Savings Plan Tactical Asset Allocation Moderate |
17.14%
Dec 2018 - Dec 2021 |
12.87%
Feb 2009 - Feb 2014 |
10.24%
Sep 2011 - Sep 2021 |
8.89%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart