Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Alaska John Hancock Freedom 529 Plan Strategic Asset Allocation - Optimal Moderate | NA | 7.38% | 4.93% | 6.11% | 6.03% | 5.21% | NA | 6.00% |
Data as of 09/30/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Alaska John Hancock Freedom 529 Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | 7.38 | 4.93 | 6.11 | 6.03 | 5.21 | NA | 6.00 | 10.88 | 14.88 | -3.21 | 6.31 | 5.40 | -0.54 | 0.05 | 16.66 | 12.33 | -2.31 | 14.22 | 27.63 | -24.22 | 3.97 | 10.25 | 4.61 | 7.44 | 20.99 | -5.05 | 11.75 |
| Sharpe Ratio | NA | 0.67 | 0.51 | 0.58 | 0.53 | NA | NA | 0.47 | 0.63 | 1.84 | -0.46 | 1.04 | 0.58 | -0.06 | 0.00 | 2.29 | 1.28 | -0.14 | 1.10 | 2.00 | -1.28 | 0.11 | 0.98 | 0.40 | 0.81 | 2.12 | -0.51 | 0.96 |
| Standard Deviation(%) | NA | 16.69 | 11.96 | 10.40 | 10.45 | NA | NA | 10.96 | 16.99 | 7.31 | 9.82 | 5.44 | 8.96 | 8.69 | 7.82 | 7.27 | 9.55 | 16.55 | 12.90 | 13.78 | 19.71 | 8.54 | 7.15 | 6.05 | 8.07 | 9.58 | 12.04 | 9.78 |
| Draw Down(%) | NA | 22.49 | 22.49 | 22.49 | 22.49 | NA | NA | 33.37 | 22.49 | 3.48 | 11.78 | 3.31 | 9.48 | 9.49 | 6.29 | 4.60 | 8.45 | 16.57 | 10.51 | 9.79 | 30.92 | 6.77 | 6.99 | 4.38 | 6.85 | 7.91 | 18.41 | 10.06 |
| Yield(%) | NA | 9.83 | 5.82 | 4.25 | 4.05 | NA | NA | 4.14 | 8.36 | 3.89 | 5.30 | 0.26 | 2.86 | 3.39 | 5.76 | 4.22 | 1.84 | 4.23 | 2.82 | 2.55 | 2.93 | 7.36 | 5.82 | 4.57 | 4.10 | 1.13 | 1.99 | 5.37 |
Data as of 09/30/2020, 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 |
|---|---|---|---|---|
| The Alaska John Hancock Freedom 529 Plan Strategic Asset Allocation - Optimal Moderate |
-7.36%
Feb 2006 - Feb 2009 |
-2.16%
Feb 2004 - Feb 2009 |
3.90%
Feb 2006 - Feb 2016 |
4.08%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Alaska John Hancock Freedom 529 Plan Strategic Asset Allocation - Optimal Moderate |
17.57%
Feb 2009 - Feb 2012 |
14.94%
Feb 2009 - Feb 2014 |
8.76%
Feb 2009 - Feb 2019 |
6.62%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart