Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Virginia 529 College Savings Plan Tactical Asset Allocation Moderate | NA | 1.37% | 4.82% | 7.88% | 6.13% | 6.62% | 8.17% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Virginia 529 College Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.40 | 1.37 | 4.82 | 7.88 | 6.13 | 6.62 | 8.17 | … | … | 5.10 | 6.75 | 14.74 | -9.69 | 9.69 | 20.02 | 12.04 | -4.04 | 14.81 | 4.83 | -2.67 | 2.58 | 15.05 | 11.23 | -0.38 | 12.96 | 23.47 | -7.02 | 17.37 | 18.62 | 11.30 | 13.68 | 9.79 | -8.61 | 7.65 |
| Sharpe Ratio | NA | 0.31 | 0.48 | 0.61 | 0.68 | NA | NA | … | … | 0.36 | 0.31 | 1.45 | -0.95 | 1.02 | 2.38 | 2.81 | -0.70 | 3.19 | 0.88 | -0.60 | 0.38 | 2.41 | 2.19 | -0.04 | 1.80 | 4.02 | -1.18 | 1.34 | 1.82 | 1.51 | 1.52 | 2.04 | -1.27 | 1.63 |
| Standard Deviation(%) | NA | 11.07 | 9.87 | 9.78 | 7.98 | NA | NA | … | … | 10.71 | 10.08 | 7.66 | 11.73 | 9.52 | 8.31 | 3.76 | 7.72 | 4.43 | 5.25 | 4.48 | 6.83 | 6.22 | 5.09 | 9.39 | 7.14 | 5.81 | 6.79 | 10.58 | 8.36 | 5.98 | 8.34 | 4.44 | 7.69 | 3.20 |
| Draw Down(%) | NA | 12.93 | 12.93 | 16.57 | 16.57 | NA | NA | … | … | 9.54 | 7.23 | 5.87 | 16.19 | 6.53 | 8.63 | 2.09 | 10.36 | 2.22 | 3.59 | 5.49 | 5.32 | 5.00 | 4.05 | 10.23 | 5.46 | 3.94 | 13.43 | 9.05 | 11.77 | 5.13 | 9.01 | 4.18 | 14.80 | 1.89 |
| Yield(%) | NA | 4.49 | 4.47 | 3.89 | 3.51 | NA | NA | … | … | NA | 0.50 | 4.55 | 2.55 | 5.99 | 2.47 | 4.48 | 4.44 | 0.16 | 2.76 | 3.11 | 4.54 | 4.30 | 4.01 | 2.37 | 3.76 | 4.65 | 3.99 | 8.20 | 6.26 | 3.57 | 3.10 | 2.40 | 2.20 | 6.54 |
Data as of 03/31/2025, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Virginia 529 College Savings Plan Tactical Asset Allocation Moderate |
0.39%
Jul 2001 – Jul 2004 |
2.89%
Dec 2013 – Dec 2018 |
5.19%
Sep 2012 – Sep 2022 |
5.85%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Virginia 529 College Savings Plan Tactical Asset Allocation Moderate |
19.83%
Oct 2004 – Oct 2007 |
15.10%
Oct 2002 – Oct 2007 |
11.70%
Jun 2004 – Jun 2014 |
9.73%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart