Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VWVSX (Tomorrows Scholar College Savings Plan - Ing 529 Ultra Conservative Fund) | 4.00% | 6.32% | 4.25% | NA | NA | NA | NA | 2.52% |
Data as of 07/25/2025, AR inception is 03/03/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWVSX (Tomorrows Scholar College Savings Plan - Ing 529 Ultra Conservative Fund) | 03/03/2022 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 6.32 | 4.25 | NA | NA | NA | NA | 2.52 | 4.00 | 5.11 | 7.28 | -7.98 |
| Sharpe Ratio | NA | 0.95 | 0.20 | NA | NA | NA | NA | -0.17 | 1.19 | -0.40 | 0.64 | -1.78 |
| Standard Deviation(%) | NA | 3.48 | 4.64 | NA | NA | NA | NA | 4.78 | 3.75 | 3.69 | 4.80 | 6.27 |
| Draw Down(%) | NA | 2.14 | 7.42 | NA | NA | NA | NA | 10.84 | 2.14 | 2.04 | 4.01 | 10.84 |
| 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 07/25/2025, 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 |
|---|---|---|---|---|
| VWVSX (Tomorrows Scholar College Savings Plan - Ing 529 Ultra Conservative Fund) |
3.27%
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 |
|---|---|---|---|---|
| VWVSX (Tomorrows Scholar College Savings Plan - Ing 529 Ultra Conservative Fund) |
4.70%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart