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_Index Portfolios Strategic Asset Allocation - Equal Weight Moderate | NA | 24.13% | 4.04% | 9.69% | 7.98% | 8.24% | 7.08% | 6.63% |
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_Index Portfolios 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 (%) | -0.83 | 24.13 | 4.04 | 9.69 | 7.98 | 8.24 | 7.08 | 6.63 | NA | 13.53 | 16.88 | -13.16 | 12.00 | 19.44 | 19.78 | -4.33 | 12.61 | 10.09 | -0.91 | 3.49 | 16.23 | 12.18 | -1.92 | 11.80 | 18.39 | -25.76 | 7.42 | 14.66 | 7.57 | 12.73 | 22.55 | -7.70 | -6.81 |
| Sharpe Ratio | NA | 0.83 | 0.13 | 0.45 | 0.54 | NA | NA | 0.44 | 0.04 | 0.69 | 1.37 | -0.97 | 1.18 | 0.82 | 2.09 | -0.50 | 2.37 | 1.18 | -0.11 | 0.62 | 2.15 | 1.39 | -0.13 | 0.98 | 1.14 | -1.21 | 0.43 | 1.32 | 0.82 | 1.60 | 2.76 | -0.86 | -0.90 |
| Standard Deviation(%) | NA | 9.96 | 11.70 | 14.57 | 11.97 | NA | NA | 11.69 | 10.29 | 10.02 | 9.21 | 15.03 | 10.14 | 23.36 | 8.80 | 11.21 | 5.07 | 8.37 | 8.60 | 5.63 | 7.52 | 8.72 | 15.56 | 11.93 | 16.01 | 22.05 | 10.40 | 8.61 | 6.57 | 7.38 | 7.91 | 10.20 | 10.17 |
| Draw Down(%) | NA | 5.37 | 15.03 | 26.82 | 26.82 | NA | NA | 39.25 | 0.88 | 5.37 | 7.63 | 16.37 | 4.95 | 26.82 | 4.85 | 14.84 | 2.11 | 7.07 | 7.70 | 4.10 | 6.25 | 7.62 | 14.60 | 9.70 | 16.51 | 34.56 | 6.71 | 9.12 | 4.36 | 6.46 | 7.43 | 13.28 | 16.63 |
| Yield(%) | NA | 3.43 | 2.64 | 2.61 | 2.10 | NA | NA | 2.41 | NA | 1.13 | 3.33 | 1.65 | 2.47 | 2.27 | 2.35 | 1.46 | 0.69 | 2.84 | 2.01 | 0.61 | 1.96 | 2.62 | 2.66 | 3.06 | 1.68 | 2.96 | 3.28 | 2.38 | 2.64 | 2.90 | 2.33 | 3.12 | 2.95 |
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_Index Portfolios Strategic Asset Allocation - Equal Weight Moderate |
-7.86%
Feb 2006 - Feb 2009 |
-0.99%
Feb 2004 - Feb 2009 |
3.95%
Jan 2006 - Jan 2016 |
4.77%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Illinois Bright Start Oppenheimer Savings Plan_Index Portfolios Strategic Asset Allocation - Equal Weight Moderate |
17.42%
Mar 2003 - Mar 2006 |
14.09%
Feb 2009 - Feb 2014 |
9.98%
Sep 2011 - Sep 2021 |
9.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart