Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Tactical Asset Allocation Moderate | 9.13% | 1.00% | 11.36% | 6.11% | 9.54% | 7.22% | 7.79% | 9.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Tactical Asset Allocation Moderate | 12/31/2000 | 05/19/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
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 (%) | -0.56 | 11.36 | 6.11 | 9.54 | 7.22 | 7.79 | 9.06 | 9.13 | 1.00 | 14.75 | 13.37 | -13.82 | 15.08 | 14.93 | 19.45 | -2.90 | 10.35 | 11.02 | -3.23 | 7.30 | 20.82 | 10.50 | -4.74 | 7.69 | 17.25 | 10.74 | 11.49 | 18.63 | 11.48 | 14.38 | 26.54 | -2.78 | -0.19 |
| Sharpe Ratio | NA | 0.26 | 0.45 | 0.67 | 0.49 | NA | NA | 0.67 | 0.08 | 0.98 | 1.10 | -1.07 | 1.54 | 0.70 | 2.11 | -0.43 | 2.02 | 0.97 | -0.35 | 0.93 | 2.59 | 1.18 | -0.32 | 0.54 | 0.73 | 0.97 | 0.65 | 1.65 | 1.36 | 1.50 | 2.79 | -0.52 | -0.20 |
| Standard Deviation(%) | NA | 10.21 | 10.21 | 10.84 | 11.44 | NA | NA | 11.60 | 12.18 | 8.30 | 8.26 | 14.26 | 9.77 | 20.87 | 8.55 | 9.82 | 4.81 | 11.16 | 9.25 | 7.87 | 8.02 | 8.87 | 14.67 | 13.96 | 23.62 | 10.09 | 13.15 | 9.34 | 6.84 | 8.94 | 9.27 | 7.42 | 12.35 |
| Draw Down(%) | NA | 12.34 | 12.34 | 17.90 | 22.22 | NA | NA | 24.65 | 10.97 | 5.52 | 6.07 | 17.90 | 3.77 | 22.22 | 4.99 | 12.04 | 2.14 | 8.31 | 9.17 | 5.14 | 3.86 | 6.21 | 15.08 | 11.90 | 24.65 | 4.96 | 9.00 | 11.10 | 5.03 | 7.26 | 8.73 | 8.24 | 15.28 |
| Yield(%) | NA | 3.04 | 2.37 | 1.88 | 1.73 | NA | NA | 0.00 | NA | 2.17 | 2.74 | 1.64 | 0.79 | 1.15 | 1.98 | 1.64 | 1.92 | 1.52 | 0.90 | 0.70 | 0.90 | 1.83 | 1.36 | 1.19 | 1.62 | 1.23 | 2.99 | 2.89 | 2.22 | 1.91 | 2.54 | 1.87 | 1.26 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Tactical Asset Allocation Moderate |
2.44%
Apr 2021 - Apr 2024 |
3.33%
Mar 2015 - Mar 2020 |
5.68%
Mar 2010 - Mar 2020 |
7.20%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Tactical Asset Allocation Moderate |
21.32%
Mar 2003 - Mar 2006 |
17.27%
Mar 2003 - Mar 2008 |
13.44%
Mar 2003 - Mar 2013 |
11.44%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart