Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Utah Educational Savings Plan (UESP) Strategic Asset Allocation - Optimal Moderate | -0.83% | 5.94% | 3.43% | 7.83% | 5.15% | 5.95% | 5.54% | 6.41% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Utah Educational Savings Plan (UESP) 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 (%) | -1.49 | 5.94 | 3.43 | 7.83 | 5.15 | 5.95 | 5.54 | 6.41 | -0.83 | 9.52 | 11.79 | -14.54 | 5.42 | 16.08 | 19.86 | -6.06 | 11.70 | 7.60 | -2.81 | 6.44 | 12.08 | 12.00 | -1.47 | 12.70 | 18.12 | -24.72 | 4.13 | 16.60 | 7.85 | 15.34 | 30.15 | -2.71 | 5.44 |
| Sharpe Ratio | NA | 0.03 | 0.03 | 0.04 | 0.06 | NA | NA | 0.12 | 0.01 | 0.82 | 1.05 | -1.35 | 0.62 | 0.93 | 2.69 | -0.78 | 2.64 | 0.92 | -0.35 | 1.08 | 1.71 | 1.46 | -0.10 | 1.04 | 0.98 | -1.10 | 0.09 | 1.74 | 0.77 | 1.78 | 3.31 | -0.38 | 0.36 |
| Standard Deviation(%) | NA | 211.68 | 122.26 | 94.83 | 67.35 | NA | NA | 44.05 | 326.51 | 7.18 | 7.78 | 11.82 | 8.65 | 16.97 | 6.83 | 9.51 | 4.18 | 8.04 | 8.19 | 5.94 | 7.03 | 8.17 | 15.62 | 12.16 | 18.43 | 23.32 | 10.91 | 7.56 | 7.23 | 8.05 | 8.90 | 10.17 | 8.30 |
| Draw Down(%) | NA | 79.25 | 79.25 | 79.25 | 79.25 | NA | NA | 79.25 | 79.25 | 4.59 | 7.79 | 19.68 | 5.81 | 22.58 | 3.49 | 12.80 | 1.63 | 6.20 | 9.03 | 4.51 | 6.22 | 7.03 | 14.91 | 9.42 | 17.84 | 34.66 | 7.74 | 7.40 | 4.91 | 7.16 | 7.62 | 17.25 | 11.53 |
| Yield(%) | NA | 4.06 | 3.06 | 2.77 | 2.29 | NA | NA | 3.10 | NA | 1.03 | 3.80 | 2.55 | 2.00 | 2.22 | 2.51 | 1.76 | 0.37 | 2.55 | 2.16 | 2.29 | 2.46 | 2.55 | 2.02 | 2.18 | 1.98 | 2.66 | 4.81 | 5.10 | 4.32 | 3.23 | 3.45 | 4.53 | 8.73 |
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 |
|---|---|---|---|---|
| Utah Educational Savings Plan (UESP) Strategic Asset Allocation - Optimal Moderate |
-8.47%
Feb 2006 - Feb 2009 |
-0.78%
Feb 2004 - Feb 2009 |
3.52%
May 2007 - May 2017 |
3.54%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Utah Educational Savings Plan (UESP) Strategic Asset Allocation - Optimal Moderate |
21.40%
Mar 2003 - Mar 2006 |
15.87%
Oct 2002 - Oct 2007 |
9.02%
Feb 2009 - Feb 2019 |
8.05%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart