Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Franklin Templeton New Jersey 529 College Savings Plan Tactical Asset Allocation Moderate | NA | 32.00% | 4.61% | 8.75% | 6.64% | 8.31% | 9.08% | 8.92% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Franklin Templeton New Jersey 529 College Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.63 | 32.00 | 4.61 | 8.75 | 6.64 | 8.31 | 9.08 | 8.92 | NA | 17.39 | 19.88 | -19.30 | 8.63 | 19.06 | 17.23 | -3.12 | 7.72 | 5.97 | -1.65 | 6.38 | 22.25 | 11.05 | 2.51 | 15.29 | 33.13 | 3.56 | 3.41 | 12.24 | 5.77 | 9.47 | 25.01 | -5.01 | 2.07 |
| Sharpe Ratio | NA | 1.11 | 0.11 | 0.38 | 0.42 | NA | NA | 0.66 | 0.09 | 0.94 | 1.58 | -1.18 | 0.74 | 0.93 | 2.00 | -0.45 | 1.77 | 0.64 | -0.18 | 0.72 | 2.91 | 1.26 | 0.15 | 0.90 | 1.59 | 0.34 | 0.05 | 1.64 | 0.76 | 1.47 | 2.50 | -1.13 | -0.09 |
| Standard Deviation(%) | NA | 11.41 | 13.43 | 14.75 | 11.95 | NA | NA | 11.13 | 11.67 | 11.46 | 9.90 | 17.56 | 11.70 | 20.24 | 7.93 | 9.84 | 4.00 | 8.98 | 9.43 | 8.83 | 7.64 | 8.71 | 16.52 | 16.83 | 20.71 | 7.77 | 8.07 | 5.46 | 4.73 | 5.80 | 9.74 | 5.41 | 2.72 |
| Draw Down(%) | NA | 7.14 | 21.58 | 23.29 | 23.29 | NA | NA | 23.29 | 0.90 | 7.14 | 9.18 | 23.01 | 7.70 | 21.02 | 4.58 | 12.01 | 2.27 | 7.74 | 8.09 | 6.68 | 3.30 | 6.59 | 15.80 | 12.26 | 20.84 | 6.88 | 6.35 | 5.48 | 3.92 | 4.76 | 4.31 | 7.85 | 2.51 |
| Yield(%) | NA | 4.21 | 3.79 | 3.96 | 3.54 | NA | NA | 0.00 | NA | 1.03 | 4.72 | 3.21 | 2.05 | 6.42 | 3.17 | 1.51 | 1.63 | 5.12 | 3.66 | 3.68 | 7.55 | 1.54 | 1.50 | 1.77 | 2.32 | 1.13 | 3.98 | 4.50 | 3.61 | 2.54 | 1.68 | 1.52 | 2.85 |
Data as of 10/31/2024, 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 Franklin Templeton New Jersey 529 College Savings Plan Tactical Asset Allocation Moderate |
0.90%
Oct 2020 - Oct 2023 |
2.21%
Mar 2015 - Mar 2020 |
4.53%
Oct 2013 - Oct 2023 |
7.45%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Franklin Templeton New Jersey 529 College Savings Plan Tactical Asset Allocation Moderate |
23.71%
Feb 2009 - Feb 2012 |
19.66%
Feb 2009 - Feb 2014 |
12.63%
Apr 2003 - Apr 2013 |
10.69%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart