Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Strategic Asset Allocation - Optimal Moderate | NA | 10.08% | 5.26% | 8.87% | 5.34% | 6.84% | NA | 6.29% |
Data as of 09/30/2016, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 10.08 | 5.26 | 8.87 | 5.34 | 6.84 | NA | 6.29 | 4.96 | 1.88 | 4.91 | 13.82 | 13.84 | -3.31 | 14.31 | 23.90 | -25.97 | 8.62 | 10.84 | 8.08 | 12.92 | 26.47 | -7.36 | -1.46 |
| Sharpe Ratio | NA | 0.67 | 0.57 | 1.07 | 0.36 | NA | NA | 0.46 | 0.72 | 0.24 | 0.76 | 1.88 | 1.72 | -0.21 | 1.18 | 1.48 | -1.25 | 0.57 | 0.95 | 0.95 | 1.50 | 3.25 | -0.82 | -0.40 |
| Standard Deviation(%) | NA | 6.56 | 6.89 | 7.21 | 12.12 | NA | NA | 10.88 | 6.56 | 7.65 | 6.43 | 7.31 | 8.00 | 15.56 | 12.08 | 16.03 | 21.50 | 9.90 | 7.94 | 6.23 | 7.98 | 7.92 | 10.34 | 9.32 |
| Draw Down(%) | NA | 6.09 | 8.03 | 8.03 | 38.42 | NA | NA | 38.42 | 5.80 | 8.03 | 5.44 | 6.35 | 6.48 | 16.51 | 9.64 | 17.06 | 36.78 | 7.12 | 8.28 | 4.19 | 7.35 | 6.26 | 16.01 | 13.96 |
| Yield(%) | NA | 2.94 | 4.57 | 3.96 | 4.04 | NA | NA | 3.86 | 2.97 | 5.51 | 5.30 | 2.33 | 3.70 | 2.14 | 3.09 | 3.26 | 4.66 | 7.32 | 5.00 | 2.94 | 2.96 | 2.52 | 3.00 | 5.02 |
Data as of 09/30/2016, 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 |
|---|---|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Strategic Asset Allocation - Optimal Moderate |
-8.24%
Feb 2006 - Feb 2009 |
-1.29%
Feb 2004 - Feb 2009 |
4.74%
Jan 2006 - Jan 2016 |
5.77%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Strategic Asset Allocation - Optimal Moderate |
18.18%
Feb 2009 - Feb 2012 |
15.20%
Feb 2009 - Feb 2014 |
8.68%
Mar 2003 - Mar 2013 |
6.82%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart