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 - Optimal Moderate | NA | 13.66% | 2.84% | 6.85% | 5.70% | 7.22% | 6.25% | 5.99% |
Data as of 07/31/2024, 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 - Optimal Moderate | 12/31/2000 | 10/24/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 1.78 | 13.66 | 2.84 | 6.85 | 5.70 | 7.22 | 6.25 | 5.99 | 13.22 | 16.69 | -17.54 | 11.65 | 11.46 | 19.47 | -6.53 | 9.68 | 5.51 | 1.26 | 4.66 | 13.98 | 13.24 | -2.84 | 13.76 | 18.02 | -24.51 | 9.36 | 12.78 | 8.26 | 11.47 | 24.02 | -6.50 | -3.89 |
| Sharpe Ratio | NA | 1.96 | -0.04 | 0.37 | 0.43 | NA | NA | 0.43 | 0.84 | 1.37 | -1.23 | 1.34 | 0.61 | 2.58 | -0.81 | 1.79 | 0.62 | 0.13 | 0.72 | 1.92 | 1.62 | -0.19 | 1.17 | 1.23 | -1.25 | 0.69 | 1.21 | 0.91 | 1.42 | 3.22 | -0.82 | -0.62 |
| Standard Deviation(%) | NA | 8.88 | 11.47 | 12.65 | 10.63 | NA | NA | 10.75 | 8.87 | 9.05 | 15.40 | 8.69 | 18.35 | 7.01 | 9.69 | 5.05 | 8.54 | 9.12 | 6.47 | 7.25 | 8.16 | 14.78 | 11.70 | 14.57 | 20.34 | 9.28 | 7.85 | 6.68 | 7.41 | 7.24 | 9.25 | 9.94 |
| Draw Down(%) | NA | 5.00 | 23.27 | 23.27 | 23.27 | NA | NA | 36.90 | 5.00 | 7.84 | 22.98 | 4.49 | 21.58 | 3.49 | 13.45 | 3.01 | 7.31 | 8.38 | 5.14 | 7.10 | 6.67 | 15.38 | 9.17 | 15.73 | 33.75 | 6.20 | 8.30 | 5.07 | 6.02 | 5.64 | 14.77 | 15.04 |
| Yield(%) | NA | 2.67 | 3.04 | 2.96 | 2.89 | NA | NA | 3.04 | 0.61 | 2.59 | 2.53 | 3.48 | 1.96 | 3.93 | 4.26 | 0.26 | 2.05 | 3.56 | 4.10 | 1.73 | 3.10 | 2.38 | 3.92 | 3.25 | 2.17 | 4.34 | 4.01 | 3.72 | 2.38 | 2.70 | 3.16 | 3.79 |
Data as of 07/31/2024, 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 - Optimal Moderate |
-7.16%
Feb 2006 - Feb 2009 |
-0.62%
Feb 2004 - Feb 2009 |
4.27%
Oct 2013 - Oct 2023 |
3.54%
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 - Optimal Moderate |
16.94%
Mar 2003 - Mar 2006 |
13.99%
Oct 2002 - Oct 2007 |
8.86%
Feb 2009 - Feb 2019 |
8.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart