Performance Comparison
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