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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Texas College Savings Plan Strategic Asset Allocation - Optimal Moderate 1.69% 3.83% -0.41% -0.31% 1.07% 2.06% 2.81% 3.42%
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
Texas College Savings Plan Strategic Asset Allocation - Optimal Moderate 12/31/2000 06/04/2025
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 (%) 0.56 3.83 -0.41 -0.31 1.07 2.06 2.81 3.42 1.69 0.51 5.31 -12.99 0.04 8.18 8.39 -1.21 1.19 3.02 -0.16 5.45 -3.99 4.64 8.40 5.99 6.26 3.72 8.19 3.22 2.29 5.30 4.64 9.57 7.20
Sharpe Ratio NA -0.14 -0.40 -0.47 -0.04 NA NA 0.47 0.01 -0.57 0.23 -1.92 0.00 1.57 1.97 -0.91 0.17 0.80 -0.04 1.75 -1.03 1.55 1.85 1.37 1.24 0.42 1.21 -0.06 0.01 0.95 0.77 1.92 0.97
Standard Deviation(%) NA 5.16 6.65 5.77 4.90 NA NA 4.62 5.23 5.47 7.21 7.51 3.59 5.06 3.51 2.84 3.08 3.50 4.17 3.10 3.92 2.97 4.53 4.31 4.95 6.61 4.15 3.50 3.49 4.53 5.08 4.39 4.91
Draw Down(%) NA 5.44 9.82 16.86 16.86 NA NA 16.86 2.64 4.58 7.41 16.17 3.38 6.85 2.21 3.56 2.15 4.40 3.22 1.68 6.34 1.58 1.94 3.81 2.31 6.63 2.55 2.47 2.74 4.77 5.38 2.68 3.82
Yield(%) NA 3.60 3.59 3.13 2.71 NA NA 3.74 NA 1.17 3.14 3.43 3.35 2.35 2.81 2.06 0.48 3.24 2.36 3.37 3.54 3.59 3.22 3.28 3.55 4.94 5.26 4.58 4.92 4.94 4.90 5.35 6.19
Data as of 03/31/2025, 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
Texas College Savings Plan Strategic Asset Allocation - Optimal Moderate -5.00%
Oct 2020 - Oct 2023
-0.86%
May 2020 - May 2025
0.40%
Oct 2012 - Oct 2022
1.90%
May 2010 - May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Texas College Savings Plan Strategic Asset Allocation - Optimal Moderate 8.98%
Oct 2008 - Oct 2011
6.88%
Jul 2007 - Jul 2012
5.80%
Mar 2002 - Mar 2012
4.86%
Jun 2001 - Jun 2016
Annualized Rolling Returns Comparison Chart