Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Illinois Bright Start Oppenheimer Savings Plan_Blended Portfolios Tactical Asset Allocation Moderate | NA | 20.87% | 2.70% | 6.45% | 5.52% | 5.68% | 5.65% | 6.12% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Illinois Bright Start Oppenheimer Savings Plan_Blended Portfolios Tactical Asset Allocation 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 (%) | -1.18 | 20.87 | 2.70 | 6.45 | 5.52 | 5.68 | 5.65 | 6.12 | NA | 12.90 | 8.75 | -10.23 | 11.67 | 11.37 | 13.11 | -4.07 | 11.68 | 4.53 | 0.47 | 1.46 | 13.87 | 8.00 | 0.13 | 4.11 | 13.15 | -7.18 | 6.17 | 8.86 | 5.88 | 10.58 | 14.34 | 2.16 | 7.18 |
| Sharpe Ratio | NA | 1.57 | 0.54 | 0.64 | 0.60 | NA | NA | 0.62 | 0.17 | 0.77 | 0.60 | -0.82 | 1.39 | 1.23 | 3.30 | -0.77 | 2.61 | 1.04 | 0.09 | 0.24 | 2.06 | 2.77 | 0.01 | 0.45 | 1.82 | -1.15 | 0.36 | 0.73 | 0.47 | 1.13 | 2.22 | 0.30 | 1.09 |
| Standard Deviation(%) | NA | 31.11 | 20.26 | 16.63 | 12.26 | NA | NA | 9.81 | 212.78 | 8.22 | 7.47 | 14.18 | 8.41 | 9.09 | 3.55 | 6.98 | 4.24 | 4.16 | 4.84 | 5.94 | 6.71 | 2.87 | 13.97 | 8.95 | 7.16 | 7.05 | 8.89 | 7.70 | 7.91 | 8.51 | 6.14 | 3.53 | 4.47 |
| Draw Down(%) | NA | 4.88 | 16.34 | 17.66 | 17.66 | NA | NA | 17.66 | 0.75 | 4.88 | 7.99 | 17.38 | 4.37 | 13.36 | 1.46 | 9.38 | 1.85 | 3.77 | 5.29 | 6.54 | 5.11 | 1.74 | 11.99 | 8.46 | 3.92 | 12.73 | 6.12 | 7.33 | 5.24 | 6.10 | 3.05 | 3.31 | 2.60 |
| Yield(%) | NA | 6.96 | 5.59 | 5.54 | 3.89 | NA | NA | 3.68 | NA | 0.94 | 6.69 | 1.62 | 8.10 | 7.47 | 3.35 | 3.46 | 0.18 | 2.57 | 2.59 | 2.32 | 1.86 | 2.95 | 2.08 | 2.60 | 3.16 | 3.97 | 4.13 | 2.69 | 4.53 | 4.98 | 2.16 | 5.16 | 4.99 |
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 |
|---|---|---|---|---|
| Illinois Bright Start Oppenheimer Savings Plan_Blended Portfolios Tactical Asset Allocation Moderate |
0.43%
Feb 2006 - Feb 2009 |
2.37%
Oct 2007 - Oct 2012 |
3.87%
Oct 2013 - Oct 2023 |
3.92%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Illinois Bright Start Oppenheimer Savings Plan_Blended Portfolios Tactical Asset Allocation Moderate |
12.09%
Mar 2003 - Mar 2006 |
10.19%
Oct 2002 - Oct 2007 |
7.12%
Sep 2011 - Sep 2021 |
6.46%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart