Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Missouri 529 College Savings Plan (Advisor) Tactical Asset Allocation Moderate | NA | -6.26% | 4.96% | 2.88% | 3.88% | 3.27% | 3.85% | … | … |
Data as of 04/29/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Missouri 529 College Savings Plan (Advisor) Tactical Asset Allocation Moderate | 12/31/2000 | 07/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | -6.26 | 4.96 | 2.88 | 3.88 | 3.27 | 3.85 | … | … | -9.92 | 5.12 | 15.04 | 6.01 | -4.77 | 3.60 | 3.80 | -0.39 | 2.16 | 12.95 | 7.13 | -2.84 | 2.40 | 12.78 | -5.27 | 5.29 | 8.02 | 2.03 | 11.88 | 9.03 | -6.36 | 5.42 |
| Sharpe Ratio | NA | -0.84 | 0.26 | 0.10 | 0.42 | NA | NA | … | … | -0.88 | 0.53 | 1.54 | 1.17 | -0.86 | 0.50 | 0.74 | -0.09 | 0.34 | 1.79 | 2.44 | -0.19 | 0.25 | 1.59 | -0.88 | 0.26 | 0.69 | -0.03 | 1.57 | 2.17 | -0.81 | 0.64 |
| Standard Deviation(%) | NA | 10.10 | 9.42 | 8.27 | 7.07 | NA | NA | … | … | 11.55 | 9.67 | 9.59 | 3.94 | 7.03 | 5.94 | 4.83 | 4.80 | 6.35 | 7.21 | 2.90 | 15.47 | 9.32 | 7.98 | 7.06 | 8.93 | 6.89 | 4.91 | 6.97 | 3.85 | 9.23 | 4.86 |
| Draw Down(%) | NA | 12.02 | 14.58 | 16.86 | 16.86 | NA | NA | … | … | 11.28 | 4.78 | 14.58 | 2.93 | 9.57 | 5.97 | 2.69 | 4.55 | 6.43 | 6.23 | 1.24 | 16.55 | 9.79 | 4.11 | 12.90 | 6.76 | 7.54 | 4.41 | 5.75 | 3.69 | 15.08 | 3.19 |
| Yield(%) | NA | 8.66 | 6.22 | 4.48 | 4.16 | NA | NA | … | … | 2.63 | 6.70 | 6.26 | 4.13 | 2.89 | 0.22 | 2.80 | 8.60 | 3.81 | 2.56 | 2.88 | 3.95 | 4.74 | 3.42 | 4.49 | 4.67 | 5.65 | 2.83 | 4.11 | 3.13 | 4.25 | 5.62 |
Data as of 04/29/2022, 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 Missouri 529 College Savings Plan (Advisor) Tactical Asset Allocation Moderate |
-1.83%
Mar 2017 – Mar 2020 |
-0.32%
Mar 2015 – Mar 2020 |
1.74%
Mar 2010 – Mar 2020 |
2.86%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Missouri 529 College Savings Plan (Advisor) Tactical Asset Allocation Moderate |
9.75%
Sep 2011 – Sep 2014 |
8.47%
Sep 2002 – Sep 2007 |
5.69%
Aug 2004 – Aug 2014 |
5.27%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart