Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2019.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Strategic Asset Allocation - Optimal Moderate | NA | 8.07% | 7.30% | 5.05% | 6.94% | 5.58% | NA | 5.54% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/31/2019 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2019.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 8.07 | 7.30 | 5.05 | 6.94 | 5.58 | NA | 5.54 | 16.73 | -5.48 | 12.91 | 6.56 | -0.83 | 5.15 | 16.44 | 10.31 | -4.10 | 12.93 | 18.07 | -25.83 | 6.90 | 11.98 | 8.31 | 12.75 | 23.94 | -9.59 | -1.03 |
| Sharpe Ratio | NA | 2.11 | 0.88 | 0.63 | 0.67 | NA | NA | 0.41 | 2.11 | -0.72 | 2.91 | 0.76 | -0.10 | 0.71 | 2.31 | 1.20 | -0.26 | 0.97 | 1.12 | -1.19 | 0.37 | 1.08 | 0.89 | 1.53 | 2.58 | -0.87 | -0.29 |
| Standard Deviation(%) | NA | 7.24 | 7.32 | 7.88 | 9.57 | NA | NA | 11.06 | 7.24 | 9.47 | 4.22 | 8.34 | 8.96 | 7.22 | 7.10 | 8.54 | 16.04 | 13.19 | 16.03 | 22.53 | 10.41 | 8.02 | 6.90 | 7.70 | 9.00 | 12.27 | 11.36 |
| Draw Down(%) | NA | 4.12 | 12.41 | 12.41 | 16.65 | NA | NA | 38.64 | 4.12 | 12.41 | 1.31 | 7.35 | 8.11 | 5.27 | 4.40 | 7.21 | 16.65 | 10.59 | 15.83 | 33.97 | 7.27 | 8.67 | 4.75 | 6.21 | 8.04 | 19.13 | 15.81 |
| Yield(%) | NA | 1.93 | 1.23 | 1.29 | 1.25 | NA | NA | 1.37 | 1.93 | 1.24 | 0.51 | 1.66 | 1.12 | 0.99 | 1.45 | 1.57 | 0.68 | 0.88 | 1.05 | 1.25 | 2.30 | 2.18 | 1.79 | 1.27 | 1.39 | 1.34 | 1.44 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Strategic Asset Allocation - Optimal Moderate |
-8.56%
Feb 2006 - Feb 2009 |
-1.19%
Feb 2004 - Feb 2009 |
3.45%
Jan 2006 - Jan 2016 |
4.68%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Strategic Asset Allocation - Optimal Moderate |
18.37%
Mar 2003 - Mar 2006 |
13.67%
Sep 2002 - Sep 2007 |
8.88%
Feb 2009 - Feb 2019 |
7.39%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart