Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Franklin Templeton New Jersey 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate | NA | 18.72% | 2.03% | 6.62% | 5.28% | 6.41% | 5.06% | 5.01% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Franklin Templeton New Jersey 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.12 | 18.72 | 2.03 | 6.62 | 5.28 | 6.41 | 5.06 | 5.01 | NA | 7.63 | 13.42 | -10.94 | 6.62 | 13.14 | 15.89 | -4.86 | 11.90 | 2.26 | -0.98 | 3.68 | 17.91 | 10.13 | -2.19 | 10.42 | 17.46 | -25.92 | 3.69 | 10.49 | 5.73 | 8.58 | 19.64 | -7.78 | 0.99 |
| Sharpe Ratio | NA | 0.24 | -0.01 | 0.29 | 0.38 | NA | NA | 0.35 | 0.08 | 0.14 | 1.28 | -1.07 | 0.73 | 0.77 | 1.99 | -0.64 | 2.80 | 0.24 | -0.12 | 0.57 | 2.76 | 1.21 | -0.15 | 0.89 | 1.30 | -1.33 | 0.09 | 1.20 | 0.81 | 1.34 | 2.18 | -0.78 | -0.17 |
| Standard Deviation(%) | NA | 7.48 | 8.90 | 10.97 | 9.49 | NA | NA | 10.06 | 7.37 | 7.49 | 7.16 | 11.47 | 8.98 | 16.74 | 7.27 | 9.59 | 4.03 | 8.66 | 8.14 | 6.46 | 6.48 | 8.32 | 15.27 | 11.56 | 13.35 | 20.19 | 7.86 | 6.04 | 4.38 | 5.69 | 8.69 | 11.40 | 8.00 |
| Draw Down(%) | NA | 5.00 | 14.00 | 19.69 | 19.69 | NA | NA | 36.65 | 0.53 | 5.00 | 6.26 | 15.70 | 7.08 | 19.09 | 4.29 | 12.38 | 1.46 | 8.01 | 8.00 | 5.50 | 3.88 | 7.49 | 14.93 | 9.87 | 13.27 | 32.53 | 6.49 | 6.29 | 2.89 | 4.73 | 8.19 | 16.80 | 12.09 |
| Yield(%) | NA | 4.42 | 3.36 | 3.67 | 2.92 | NA | NA | 2.53 | NA | 0.50 | 4.86 | 1.63 | 3.46 | 2.71 | 5.82 | 5.06 | 0.32 | 0.36 | 3.78 | 1.21 | 3.88 | 1.12 | 0.66 | 0.48 | 0.84 | 1.04 | 4.13 | 4.89 | 3.55 | 2.23 | 1.14 | 1.25 | 3.16 |
Data as of 10/31/2024, 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 Franklin Templeton New Jersey 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate |
-8.72%
Feb 2006 - Feb 2009 |
-2.61%
Feb 2004 - Feb 2009 |
2.88%
Dec 2006 - Dec 2016 |
3.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Franklin Templeton New Jersey 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate |
13.64%
Mar 2003 - Mar 2006 |
12.70%
Feb 2009 - Feb 2014 |
8.06%
Feb 2009 - Feb 2019 |
7.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart