Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Indiana College Choice Adivsor 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 19.45% | 0.37% | 5.51% | 4.70% | 5.82% | 5.26% | 5.57% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Indiana College Choice Adivsor 529 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 (%) | -0.93 | 19.45 | 0.37 | 5.51 | 4.70 | 5.82 | 5.26 | 5.57 | NA | 7.82 | 12.30 | -15.36 | 6.40 | 14.92 | 16.06 | -5.66 | 13.64 | 3.38 | -1.54 | 1.35 | 14.81 | 12.75 | -3.53 | 11.26 | 15.52 | -23.73 | 7.48 | 13.89 | 9.01 | 12.49 | 23.67 | -1.91 | -3.73 |
| Sharpe Ratio | NA | 0.39 | -0.18 | 0.17 | 0.32 | NA | NA | 0.40 | 0.06 | 0.16 | 1.08 | -1.32 | 0.60 | 0.81 | 2.01 | -0.78 | 3.01 | 0.35 | -0.17 | 0.17 | 1.80 | 1.42 | -0.24 | 0.90 | 1.27 | -1.50 | 0.44 | 1.32 | 1.13 | 1.40 | 3.09 | -0.37 | -0.75 |
| Standard Deviation(%) | NA | 7.80 | 9.58 | 12.03 | 10.19 | NA | NA | 10.22 | 7.70 | 7.89 | 7.41 | 12.69 | 10.55 | 18.23 | 7.29 | 8.96 | 4.32 | 9.05 | 9.17 | 7.67 | 8.20 | 8.92 | 15.05 | 12.37 | 12.19 | 16.44 | 10.16 | 8.08 | 6.05 | 8.25 | 7.44 | 8.18 | 8.02 |
| Draw Down(%) | NA | 4.83 | 18.41 | 24.50 | 24.50 | NA | NA | 33.87 | 0.55 | 4.83 | 8.11 | 21.25 | 7.35 | 20.69 | 4.06 | 12.11 | 1.79 | 7.99 | 10.37 | 6.46 | 7.24 | 7.58 | 14.80 | 9.61 | 11.93 | 29.80 | 6.51 | 8.92 | 4.63 | 6.71 | 6.89 | 11.83 | 12.27 |
| Yield(%) | NA | 2.01 | 3.71 | 3.72 | 3.18 | NA | NA | 3.02 | NA | 0.75 | 1.96 | 2.41 | 5.97 | 3.00 | 4.72 | 3.01 | 0.21 | 2.29 | 4.52 | 3.08 | 3.53 | 2.26 | 1.93 | 4.78 | 1.79 | 1.71 | 3.51 | 4.12 | 4.44 | 2.16 | 2.18 | 1.64 | 3.49 |
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 |
|---|---|---|---|---|
| Indiana College Choice Adivsor 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.38%
Feb 2006 - Feb 2009 |
-0.58%
May 2007 - May 2012 |
3.08%
Feb 2006 - Feb 2016 |
2.73%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Indiana College Choice Adivsor 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
18.40%
Mar 2003 - Mar 2006 |
14.15%
Oct 2002 - Oct 2007 |
7.79%
Mar 2003 - Mar 2013 |
7.08%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart