Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDeal – Idaho College Savings Program Strategic Asset Allocation - Optimal Moderate | -1.93% | 5.99% | 6.26% | 11.57% | 7.81% | 7.84% | 6.37% | 5.47% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDeal – Idaho College Savings Program 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 (%) | -1.60 | 5.99 | 6.26 | 11.57 | 7.81 | 7.84 | 6.37 | 5.47 | -1.93 | 14.69 | 15.32 | -10.09 | 16.54 | 12.86 | 18.08 | -2.17 | 12.56 | 6.53 | -0.15 | 3.38 | 18.52 | 9.41 | 1.79 | 10.45 | 15.32 | -25.36 | 8.64 | 9.39 | 3.84 | 5.55 | 21.35 | -12.43 | -5.79 |
| Sharpe Ratio | NA | 0.52 | 0.58 | 0.75 | 0.63 | NA | NA | 0.40 | 0.08 | 1.33 | 1.46 | -0.81 | 2.02 | 0.64 | 2.28 | -0.36 | 2.92 | 0.83 | -0.02 | 0.68 | 2.72 | 1.20 | 0.12 | 0.92 | 1.13 | -1.23 | 0.57 | 0.88 | 0.25 | 0.64 | 1.77 | -1.01 | -0.66 |
| Standard Deviation(%) | NA | 11.87 | 10.75 | 10.67 | 10.80 | NA | NA | 11.05 | 14.65 | 8.34 | 8.01 | 14.22 | 8.17 | 19.79 | 7.27 | 9.84 | 4.08 | 7.59 | 8.31 | 4.97 | 6.81 | 7.78 | 14.26 | 11.21 | 13.41 | 21.35 | 9.69 | 6.82 | 6.29 | 7.14 | 11.69 | 13.39 | 12.48 |
| Draw Down(%) | NA | 11.96 | 11.96 | 14.16 | 20.90 | NA | NA | 36.00 | 11.10 | 5.07 | 5.67 | 14.16 | 3.19 | 20.90 | 3.67 | 11.04 | 1.51 | 5.74 | 7.11 | 3.43 | 3.82 | 5.81 | 11.88 | 9.86 | 14.24 | 31.86 | 5.41 | 6.02 | 4.16 | 6.09 | 7.84 | 18.01 | 17.91 |
| Yield(%) | NA | 2.89 | 3.15 | 2.56 | 2.30 | NA | NA | 2.09 | NA | 0.93 | 2.91 | 2.96 | 2.77 | 1.23 | 2.46 | 3.39 | 0.56 | 2.05 | 2.12 | 2.01 | 2.23 | 1.48 | 0.51 | 0.62 | 1.40 | 0.97 | 2.14 | 4.05 | 3.29 | 2.96 | 1.56 | 1.09 | 2.32 |
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 |
|---|---|---|---|---|
| IDeal – Idaho College Savings Program Strategic Asset Allocation - Optimal Moderate |
-7.85%
Feb 2006 - Feb 2009 |
-2.89%
Feb 2004 - Feb 2009 |
2.77%
Feb 2001 - Feb 2011 |
3.56%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDeal – Idaho College Savings Program Strategic Asset Allocation - Optimal Moderate |
15.81%
Dec 2018 - Dec 2021 |
13.31%
Feb 2009 - Feb 2014 |
9.48%
Sep 2011 - Sep 2021 |
9.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart