Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
VWVJX (Tomorrows Scholar College Savings Plan - Ing 529 Moderate Conservative Fund) | 5.40% | 8.12% | 7.11% | NA | NA | NA | NA | 4.73% |
Data as of 07/22/2025, AR inception is 03/03/2022
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
VWVJX (Tomorrows Scholar College Savings Plan - Ing 529 Moderate Conservative Fund) | 03/03/2022 | 07/22/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.87 | 8.12 | 7.11 | NA | NA | NA | NA | 4.73 | 5.40 | 8.86 | 10.99 | -9.27 |
Sharpe Ratio | NA | 0.71 | 0.61 | NA | NA | NA | NA | 0.14 | 0.89 | 0.44 | 1.12 | -1.18 |
Standard Deviation(%) | NA | 6.38 | 6.91 | NA | NA | NA | NA | 7.48 | 7.26 | 5.21 | 6.06 | 10.74 |
Draw Down(%) | NA | 5.54 | 9.75 | NA | NA | NA | NA | 13.47 | 5.54 | 2.92 | 5.75 | 13.47 |
Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 03/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VWVJX (Tomorrows Scholar College Savings Plan - Ing 529 Moderate Conservative Fund) |
4.47%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VWVJX (Tomorrows Scholar College Savings Plan - Ing 529 Moderate Conservative Fund) |
7.80%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart