Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Bright Directions ILLINOIS College Savings Program Tactical Asset Allocation Moderate | NA | -10.78% | -3.27% | 6.08% | 4.22% | 5.86% | 6.51% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Bright Directions ILLINOIS College Savings Program 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 (%) | -2.12 | -10.78 | -3.27 | 6.08 | 4.22 | 5.86 | 6.51 | … | … | -7.35 | 7.91 | 11.54 | -19.91 | 13.84 | 18.72 | 19.28 | -2.94 | 9.13 | 7.96 | -5.25 | 2.03 | 15.06 | 13.59 | 3.52 | 18.92 | 21.42 | -10.85 | 2.98 | 15.47 | 7.95 | 16.48 | 28.53 | 6.28 | 4.65 |
| Sharpe Ratio | NA | -0.84 | -0.21 | 0.13 | 0.29 | NA | NA | … | … | -0.47 | 0.40 | 0.83 | -1.43 | 1.24 | 0.87 | 2.71 | -0.46 | 1.66 | 0.88 | -0.58 | 0.22 | 1.86 | 1.83 | 0.22 | 1.35 | 1.51 | -1.14 | -0.02 | 1.39 | 0.81 | 1.85 | 4.83 | 1.30 | 0.45 |
| Standard Deviation(%) | NA | 14.52 | 12.68 | 12.73 | 11.93 | NA | NA | … | … | 18.36 | 10.66 | 9.48 | 14.97 | 11.10 | 21.19 | 6.57 | 9.39 | 5.11 | 8.85 | 9.17 | 9.07 | 8.09 | 7.40 | 15.77 | 13.97 | 14.08 | 10.39 | 9.84 | 8.68 | 7.04 | 8.37 | 5.76 | 3.94 | 4.89 |
| Draw Down(%) | NA | 23.13 | 23.13 | 24.01 | 25.83 | NA | NA | … | … | 16.65 | 7.87 | 8.26 | 24.01 | 6.91 | 25.83 | 2.41 | 12.04 | 3.03 | 7.50 | 10.13 | 7.84 | 9.49 | 5.62 | 14.40 | 9.09 | 9.31 | 20.00 | 9.16 | 9.09 | 4.34 | 10.01 | 1.93 | 3.09 | 4.26 |
| Yield(%) | NA | 4.51 | 8.05 | 7.87 | 6.23 | NA | NA | … | … | NA | 1.45 | 4.22 | 8.34 | 10.35 | 3.41 | 14.25 | 4.58 | 4.24 | 3.17 | 3.02 | 6.78 | 4.38 | 2.93 | 2.95 | 5.04 | 3.75 | 5.00 | 2.85 | 3.73 | 3.37 | 3.22 | 6.40 | 7.28 | 8.29 |
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 |
|---|---|---|---|---|
| The Bright Directions ILLINOIS College Savings Program Tactical Asset Allocation Moderate |
-3.27%
Mar 2022 – Mar 2025 |
2.03%
Dec 2013 – Dec 2018 |
4.15%
Oct 2013 – Oct 2023 |
5.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Bright Directions ILLINOIS College Savings Program Tactical Asset Allocation Moderate |
20.00%
Mar 2003 – Mar 2006 |
16.51%
Feb 2009 – Feb 2014 |
11.82%
Apr 2003 – Apr 2013 |
9.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart