Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Asset Allocation Composite Moderate | NA | 22.55% | 5.94% | 8.30% | 8.45% | 9.28% | 7.93% | 8.22% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan 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 (%) | 0.65 | 22.55 | 5.94 | 8.30 | 8.45 | 9.28 | 7.93 | 8.22 | NA | 9.32 | 17.50 | -12.15 | 11.12 | 12.08 | 20.42 | -1.01 | 15.86 | 6.21 | 3.79 | 5.39 | 15.91 | 16.47 | -0.60 | 15.37 | 23.50 | -24.14 | 8.47 | 12.18 | 7.64 | 12.77 | 27.65 | -6.21 | 1.52 |
| Sharpe Ratio | NA | 0.19 | 0.24 | 0.45 | 0.61 | NA | NA | 0.58 | 0.16 | 0.30 | 1.50 | -0.99 | 1.48 | 0.61 | 2.61 | -0.22 | 3.02 | 1.04 | 0.59 | 0.93 | 2.07 | 1.88 | -0.04 | 1.19 | 1.46 | -1.15 | 0.57 | 1.07 | 0.81 | 1.48 | 3.06 | -0.65 | -0.08 |
| Standard Deviation(%) | NA | 8.60 | 10.48 | 12.43 | 10.24 | NA | NA | 11.10 | 6.96 | 8.96 | 8.86 | 13.71 | 7.52 | 19.45 | 7.28 | 10.56 | 5.05 | 5.75 | 6.39 | 5.80 | 7.66 | 8.72 | 16.42 | 12.89 | 15.99 | 21.80 | 9.60 | 8.37 | 6.79 | 8.02 | 8.82 | 11.25 | 10.50 |
| Draw Down(%) | NA | 5.21 | 12.52 | 20.36 | 23.84 | NA | NA | 36.85 | 2.25 | 5.02 | 10.18 | 16.92 | 4.82 | 23.84 | 3.62 | 13.45 | 1.90 | 4.08 | 4.79 | 3.79 | 7.27 | 6.94 | 16.04 | 10.08 | 17.21 | 35.20 | 6.12 | 8.88 | 4.15 | 7.07 | 7.63 | 16.02 | 12.45 |
| Yield(%) | NA | 3.65 | 3.78 | 3.41 | 3.53 | NA | NA | 3.82 | NA | 1.16 | 3.35 | 2.79 | 3.94 | 3.59 | 2.87 | 2.36 | 5.37 | 2.39 | 3.86 | 4.04 | 3.61 | 3.37 | 2.64 | 4.60 | 3.59 | 4.82 | 4.95 | 3.89 | 4.09 | 4.91 | 2.32 | 3.80 | 5.47 |
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 |
|---|---|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Asset Allocation Composite Moderate |
-7.39%
Feb 2006 - Feb 2009 |
-0.63%
Feb 2004 - Feb 2009 |
6.15%
Jan 2006 - Jan 2016 |
6.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ohio CollegeAdvantage 529 Savings Plan Asset Allocation Composite Moderate |
19.82%
Feb 2009 - Feb 2012 |
16.80%
Feb 2009 - Feb 2014 |
11.95%
Feb 2009 - Feb 2019 |
10.63%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart