Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Texas College Savings Plan Tactical Asset Allocation Moderate | 0.70% | 5.14% | 2.90% | 2.96% | 2.10% | 1.46% | 2.00% | 2.62% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Texas College Savings Plan Tactical Asset Allocation 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 (%) | 0.06 | 5.14 | 2.90 | 2.96 | 2.10 | 1.46 | 2.00 | 2.62 | 0.70 | 4.85 | 4.24 | -1.73 | 1.48 | 8.23 | 4.47 | -2.11 | 0.11 | 2.90 | -0.35 | 0.75 | -5.30 | -0.10 | -0.11 | 6.01 | 2.65 | 1.85 | 9.40 | 1.19 | 1.43 | 5.57 | 4.88 | 7.77 | 5.57 |
| Sharpe Ratio | NA | 1.89 | 0.17 | 0.60 | 0.43 | NA | NA | 0.44 | 0.07 | 0.94 | 2.03 | -1.70 | 1.04 | 2.09 | 1.22 | -2.48 | -0.34 | 0.94 | -0.14 | 0.79 | -1.21 | -0.19 | -1.01 | 1.34 | 0.76 | 0.13 | 1.38 | -2.29 | -0.24 | 0.99 | 0.80 | 2.16 | 0.95 |
| Standard Deviation(%) | NA | 0.85 | 0.91 | 1.34 | 2.10 | NA | NA | 3.17 | 0.22 | 1.30 | 0.29 | 1.86 | 1.40 | 3.81 | 2.45 | 1.41 | 1.62 | 2.86 | 2.72 | 0.92 | 4.40 | 0.81 | 0.14 | 4.42 | 3.34 | 6.62 | 4.53 | 0.97 | 3.47 | 4.62 | 5.21 | 3.07 | 3.30 |
| Draw Down(%) | NA | 0.38 | 1.06 | 2.91 | 5.06 | NA | NA | 9.71 | 0.05 | 0.63 | 0.00 | 2.91 | 0.94 | 5.06 | 1.80 | 2.80 | 1.49 | 2.26 | 2.45 | 0.50 | 7.69 | 1.09 | 0.14 | 3.92 | 2.23 | 7.29 | 2.72 | 1.96 | 2.76 | 4.89 | 5.50 | 1.59 | 2.57 |
| Yield(%) | NA | 3.41 | 2.59 | 2.20 | 1.70 | NA | NA | 2.77 | NA | 0.93 | 4.25 | 1.59 | 1.06 | 1.40 | 2.35 | 0.99 | 0.27 | 1.27 | 1.76 | 1.13 | 1.82 | 1.77 | 0.03 | 3.20 | 3.44 | 4.91 | 5.28 | 3.25 | 4.11 | 4.97 | 4.85 | 4.18 | 4.90 |
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 |
|---|---|---|---|---|
| Texas College Savings Plan Tactical Asset Allocation Moderate |
-2.31%
Aug 2010 - Aug 2013 |
-1.29%
Oct 2010 - Oct 2015 |
0.29%
Feb 2008 - Feb 2018 |
1.05%
Jan 2008 - Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Texas College Savings Plan Tactical Asset Allocation Moderate |
6.71%
Mar 2001 - Mar 2004 |
4.95%
Apr 2001 - Apr 2006 |
4.47%
Feb 2001 - Feb 2011 |
2.82%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart