Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Indiana CollegeChoice 529 Investment Plan Strategic Asset Allocation - Optimal Moderate | 0.70% | 6.96% | 4.99% | 10.19% | 6.42% | 7.26% | 6.35% | 5.99% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Indiana CollegeChoice 529 Investment 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 (%) | -1.34 | 6.96 | 4.99 | 10.19 | 6.42 | 7.26 | 6.35 | 5.99 | 0.70 | 10.91 | 15.65 | -14.09 | 13.46 | 11.35 | 20.31 | -6.44 | 13.24 | 7.77 | -1.29 | 7.55 | 16.33 | 11.64 | -0.14 | 12.15 | 21.61 | -26.37 | 7.13 | 13.08 | 5.34 | 12.88 | 22.12 | -10.93 | -3.11 |
| Sharpe Ratio | NA | 0.62 | 0.48 | 0.62 | 0.50 | NA | NA | 0.44 | 0.28 | 0.93 | 1.42 | -1.07 | 1.69 | 0.59 | 2.77 | -0.67 | 3.03 | 0.85 | -0.15 | 1.17 | 2.22 | 1.43 | -0.01 | 1.08 | 1.48 | -1.22 | 0.42 | 1.38 | 0.53 | 1.65 | 2.38 | -0.88 | -0.46 |
| Standard Deviation(%) | NA | 10.64 | 10.65 | 10.55 | 10.85 | NA | NA | 11.17 | 13.27 | 7.86 | 8.44 | 14.54 | 7.94 | 18.93 | 6.80 | 11.67 | 4.15 | 8.88 | 9.02 | 6.45 | 7.33 | 8.13 | 14.28 | 11.12 | 14.51 | 22.44 | 9.49 | 7.02 | 5.81 | 7.19 | 8.99 | 13.68 | 12.02 |
| Draw Down(%) | NA | 9.74 | 12.45 | 19.92 | 22.64 | NA | NA | 38.34 | 9.67 | 4.33 | 8.28 | 19.92 | 3.70 | 22.64 | 3.42 | 13.38 | 1.37 | 7.24 | 9.56 | 4.95 | 6.20 | 6.78 | 12.85 | 8.60 | 15.88 | 35.14 | 5.96 | 6.46 | 4.30 | 6.05 | 7.28 | 18.65 | 15.87 |
| Yield(%) | NA | 2.76 | 2.65 | 2.50 | 2.19 | NA | NA | 2.61 | NA | 0.83 | 2.36 | 2.14 | 2.87 | 1.87 | 2.82 | 1.44 | 0.39 | 2.76 | 2.62 | 2.31 | 2.04 | 2.30 | 1.97 | 3.77 | 4.45 | 4.06 | 3.57 | 2.54 | 2.26 | 2.05 | 2.83 | 2.62 | 3.24 |
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 |
|---|---|---|---|---|
| The Indiana CollegeChoice 529 Investment Plan Strategic Asset Allocation - Optimal Moderate |
-8.13%
Feb 2006 - Feb 2009 |
-1.88%
Feb 2004 - Feb 2009 |
4.56%
Sep 2001 - Sep 2011 |
4.45%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Indiana CollegeChoice 529 Investment Plan Strategic Asset Allocation - Optimal Moderate |
17.58%
Feb 2009 - Feb 2012 |
15.06%
Feb 2009 - Feb 2014 |
9.93%
Feb 2009 - Feb 2019 |
9.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart