Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Alaska John Hancock Freedom 529 Plan Asset Allocation Composite Moderate | NA | 0.43% | 4.19% | 6.05% | 6.28% | 5.26% | NA | 5.88% |
Data as of 09/30/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Alaska John Hancock Freedom 529 Plan Asset Allocation Composite Moderate | 12/31/2000 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | 0.43 | 4.19 | 6.05 | 6.28 | 5.26 | NA | 5.88 | 3.71 | 13.13 | -0.24 | 11.77 | 5.51 | 1.38 | -0.89 | 18.56 | 12.47 | -0.91 | 12.06 | 25.31 | -24.64 | 7.36 | 7.95 | 6.30 | 9.86 | 14.98 | -4.33 | 8.95 |
| Sharpe Ratio | NA | 0.19 | 0.38 | 0.57 | 0.58 | NA | NA | 0.45 | 0.20 | 1.84 | -0.16 | 2.50 | 0.57 | 0.15 | -0.11 | 2.39 | 1.41 | -0.06 | 1.00 | 1.68 | -1.23 | 0.49 | 0.58 | 0.56 | 1.19 | 1.64 | -0.44 | 0.75 |
| Standard Deviation(%) | NA | 17.24 | 12.03 | 10.42 | 10.29 | NA | NA | 11.03 | 17.53 | 6.36 | 9.85 | 4.46 | 9.33 | 8.96 | 8.09 | 7.77 | 8.83 | 15.30 | 11.95 | 15.00 | 20.81 | 9.01 | 8.03 | 7.42 | 7.52 | 8.74 | 12.45 | 8.88 |
| Draw Down(%) | NA | 23.26 | 23.26 | 23.26 | 23.26 | NA | NA | 35.03 | 23.26 | 3.35 | 11.10 | 1.84 | 9.84 | 8.18 | 7.29 | 4.36 | 7.62 | 13.90 | 9.89 | 13.30 | 33.24 | 5.92 | 8.94 | 4.78 | 6.26 | 8.31 | 17.87 | 9.15 |
| Yield(%) | NA | 9.79 | 5.39 | 4.64 | 4.09 | NA | NA | 4.11 | 8.14 | 3.10 | 4.53 | 3.85 | 3.37 | 3.16 | 3.95 | 3.57 | 4.69 | 2.06 | 2.33 | 2.55 | 4.40 | 5.49 | 3.77 | 3.98 | 4.14 | 1.74 | 2.44 | 6.88 |
Data as of 09/30/2020, 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 Alaska John Hancock Freedom 529 Plan Asset Allocation Composite Moderate |
-8.25%
Feb 2006 - Feb 2009 |
-1.57%
Feb 2004 - Feb 2009 |
3.89%
Feb 2006 - Feb 2016 |
4.61%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Alaska John Hancock Freedom 529 Plan Asset Allocation Composite Moderate |
17.12%
Feb 2009 - Feb 2012 |
15.39%
Feb 2009 - Feb 2014 |
9.78%
Feb 2009 - Feb 2019 |
6.93%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart