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 Asset Allocation Composite Moderate | NA | 21.26% | 4.96% | 8.94% | 7.96% | 8.63% | 7.10% | 6.37% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDeal – Idaho College Savings Program Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 0.66 | 21.26 | 4.96 | 8.94 | 7.96 | 8.63 | 7.10 | 6.37 | NA | 15.30 | 6.55 | -9.77 | 16.58 | 12.83 | 18.71 | -2.22 | 13.79 | 6.84 | 1.19 | 7.52 | 18.50 | 9.18 | 3.80 | 9.66 | 16.13 | -19.58 | 6.45 | 10.28 | 3.73 | 6.71 | 15.17 | -11.20 | -2.16 |
| Sharpe Ratio | NA | 0.73 | 0.17 | 0.58 | 0.60 | NA | NA | 0.45 | 0.10 | 1.01 | 0.45 | -1.12 | 1.96 | 0.64 | 2.29 | -0.35 | 3.22 | 0.86 | 0.13 | 1.08 | 2.72 | 1.20 | 0.28 | 0.91 | 1.06 | -1.00 | 0.37 | 1.16 | 0.26 | 0.87 | 1.51 | -0.97 | -0.42 |
| Standard Deviation(%) | NA | 8.68 | 7.89 | 11.31 | 9.83 | NA | NA | 10.45 | 7.60 | 8.61 | 5.08 | 9.91 | 8.44 | 19.54 | 7.57 | 9.98 | 4.08 | 7.73 | 9.07 | 6.92 | 6.78 | 7.62 | 13.47 | 10.49 | 15.07 | 20.45 | 9.33 | 6.07 | 6.04 | 6.64 | 9.56 | 12.71 | 10.63 |
| Draw Down(%) | NA | 5.59 | 11.51 | 16.91 | 20.63 | NA | NA | 32.68 | 2.73 | 5.59 | 5.76 | 13.07 | 3.37 | 20.63 | 3.83 | 11.48 | 1.26 | 5.81 | 7.17 | 4.62 | 3.82 | 5.70 | 10.61 | 9.32 | 15.84 | 26.80 | 5.34 | 4.42 | 4.07 | 4.58 | 7.80 | 17.69 | 13.04 |
| Yield(%) | NA | 3.00 | 2.95 | 2.44 | 2.42 | NA | NA | 2.39 | NA | 1.11 | 3.63 | 1.54 | 2.83 | 1.22 | 2.45 | 3.67 | 1.48 | 2.33 | 2.21 | 2.24 | 2.23 | 1.42 | 1.27 | 1.28 | 1.47 | 1.76 | 4.03 | 4.23 | 3.41 | 3.09 | 2.08 | 1.36 | 2.51 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| IDeal – Idaho College Savings Program Asset Allocation Composite Moderate |
-6.05%
Feb 2006 - Feb 2009 |
-1.67%
Feb 2004 - Feb 2009 |
3.30%
Sep 2001 - Sep 2011 |
4.46%
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 Asset Allocation Composite Moderate |
16.02%
Dec 2018 - Dec 2021 |
13.96%
Feb 2009 - Feb 2014 |
10.21%
Sep 2011 - Sep 2021 |
9.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart