Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2019.
| 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 Strategic Asset Allocation - Equal Weight Moderate | 5.70% | NA | 9.19% | 7.68% | 5.38% | 6.99% | 5.93% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/31/2019 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2019.
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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 9.19 | 7.68 | 5.38 | 6.99 | 5.93 | NA | 5.70 | 17.33 | -5.16 | 12.61 | 6.68 | -0.43 | 4.80 | 16.85 | 10.40 | -4.23 | 12.13 | 17.19 | -24.46 | 8.14 | 13.98 | 8.38 | 12.23 | 24.45 | -9.12 | -3.69 |
| Sharpe Ratio | NA | 2.04 | 0.83 | 0.60 | 0.64 | NA | NA | 0.42 | 2.04 | -0.62 | 2.55 | 0.72 | -0.05 | 0.65 | 2.32 | 1.18 | -0.26 | 0.93 | 1.13 | -1.18 | 0.46 | 1.44 | 0.94 | 1.49 | 2.73 | -0.89 | -0.57 |
| Standard Deviation(%) | NA | 7.80 | 8.01 | 8.58 | 9.97 | NA | NA | 10.98 | 7.80 | 10.44 | 4.69 | 8.99 | 9.75 | 7.41 | 7.24 | 8.79 | 16.58 | 12.93 | 15.18 | 21.55 | 11.05 | 7.41 | 6.60 | 7.57 | 8.69 | 11.49 | 10.59 |
| Draw Down(%) | NA | 4.26 | 12.83 | 12.83 | 16.95 | NA | NA | 36.86 | 4.26 | 12.83 | 1.36 | 7.38 | 8.69 | 5.50 | 4.61 | 7.51 | 16.95 | 10.22 | 14.70 | 32.08 | 7.36 | 8.32 | 5.05 | 6.23 | 8.24 | 17.90 | 16.63 |
| Yield(%) | NA | 1.83 | 1.12 | 1.26 | 1.29 | NA | NA | 1.43 | 1.83 | 1.06 | 0.45 | 1.62 | 1.37 | 1.12 | 1.43 | 1.50 | 0.78 | 1.03 | 1.39 | 0.91 | 2.36 | 2.39 | 1.70 | 1.44 | 1.71 | 1.47 | 1.53 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.57%
Feb 2006 - Feb 2009 |
-0.39%
May 2007 - May 2012 |
3.78%
Oct 2007 - Oct 2017 |
4.83%
Feb 2001 - Feb 2016 |
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 Strategic Asset Allocation - Equal Weight Moderate |
17.99%
Mar 2003 - Mar 2006 |
14.34%
Oct 2002 - Oct 2007 |
8.67%
Feb 2009 - Feb 2019 |
7.66%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart