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 Strategic Asset Allocation - Equal Weight Moderate | NA | 20.05% | 4.89% | 6.97% | 5.23% | 6.21% | 5.37% | 5.38% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.27 | 20.05 | 4.89 | 6.97 | 5.23 | 6.21 | 5.37 | 5.38 | NA | 9.16 | 13.91 | -8.20 | 7.06 | 9.45 | 14.50 | -5.39 | 9.08 | 4.13 | -0.46 | 3.21 | 16.47 | 10.28 | -0.75 | 8.28 | 20.95 | -22.82 | 3.92 | 13.32 | 4.59 | 9.11 | 18.21 | -5.59 | 1.15 |
| Sharpe Ratio | NA | 0.47 | 0.06 | 0.34 | 0.38 | NA | NA | 0.43 | 0.10 | 0.32 | 1.31 | -0.77 | 0.80 | 0.61 | 1.87 | -0.74 | 2.13 | 0.46 | -0.06 | 0.45 | 2.60 | 1.43 | -0.06 | 0.95 | 1.73 | -1.44 | 0.14 | 1.93 | 0.59 | 1.83 | 3.42 | -0.72 | -0.19 |
| Standard Deviation(%) | NA | 7.97 | 9.53 | 10.74 | 9.33 | NA | NA | 8.96 | 6.63 | 8.02 | 7.40 | 12.37 | 8.78 | 15.05 | 7.01 | 9.11 | 3.96 | 8.53 | 8.79 | 7.14 | 6.32 | 7.16 | 12.55 | 8.60 | 12.04 | 16.54 | 6.83 | 5.22 | 4.13 | 4.47 | 5.13 | 9.31 | 6.00 |
| Draw Down(%) | NA | 5.48 | 14.68 | 18.46 | 18.46 | NA | NA | 34.11 | 0.43 | 5.48 | 6.42 | 14.79 | 4.05 | 18.46 | 4.56 | 12.30 | 1.95 | 7.32 | 8.94 | 6.21 | 4.24 | 6.36 | 13.16 | 7.50 | 14.48 | 30.00 | 5.64 | 4.72 | 3.22 | 4.11 | 5.54 | 13.58 | 9.16 |
| Yield(%) | NA | 3.41 | 2.66 | 2.91 | 2.60 | NA | NA | 3.14 | NA | 0.51 | 3.72 | 1.58 | 2.22 | 3.43 | 3.34 | 4.07 | 0.25 | 0.37 | 4.64 | 2.13 | 4.19 | 2.36 | 1.87 | 1.74 | 2.56 | 2.71 | 6.84 | 6.13 | 4.93 | 3.57 | 2.77 | 2.33 | 4.00 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.84%
Feb 2006 - Feb 2009 |
-1.42%
Feb 2004 - Feb 2009 |
3.61%
May 2007 - May 2017 |
3.27%
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 Strategic Asset Allocation - Equal Weight Moderate |
14.37%
Feb 2009 - Feb 2012 |
13.17%
Feb 2009 - Feb 2014 |
8.00%
Feb 2009 - Feb 2019 |
7.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart