Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Maine NextGen College Investing Plan – Select Series Tactical Asset Allocation Moderate | NA | 4.90% | 8.59% | 6.35% | 7.83% | 8.15% | NA | … | … |
Data as of 09/30/2019, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Maine NextGen College Investing Plan – Select Series Tactical Asset Allocation Moderate | 12/31/2000 | 12/12/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.67 | 4.90 | 8.59 | 6.35 | 7.83 | 8.15 | NA | … | … | 19.03 | -2.02 | 10.15 | 9.90 | -1.85 | 2.07 | 20.74 | 14.65 | 0.52 | 9.59 | 19.66 | -14.29 | 11.31 | 16.98 | 7.57 | 14.22 | 21.26 | 7.60 | 4.44 |
| Sharpe Ratio | NA | 1.55 | 0.88 | 0.75 | 0.84 | NA | NA | … | … | 2.13 | -0.31 | 1.81 | 1.12 | -0.21 | 0.24 | 2.63 | 1.98 | 0.04 | 0.99 | 1.93 | -1.63 | 0.87 | 1.71 | 0.82 | 1.58 | 3.11 | 1.61 | 0.47 |
| Standard Deviation(%) | NA | 9.12 | 8.34 | 8.60 | 9.17 | NA | NA | … | … | 8.28 | 10.69 | 5.25 | 8.64 | 9.12 | 8.61 | 7.88 | 7.39 | 13.85 | 9.63 | 10.12 | 9.31 | 9.57 | 8.00 | 6.61 | 8.43 | 6.62 | 4.03 | 4.57 |
| Draw Down(%) | NA | 6.84 | 12.34 | 13.59 | 13.59 | NA | NA | … | … | 4.73 | 12.34 | 2.29 | 8.17 | 8.99 | 6.18 | 5.44 | 4.85 | 13.28 | 8.56 | 6.11 | 19.55 | 7.20 | 9.63 | 5.61 | 7.82 | 4.17 | 2.61 | 4.28 |
| Yield(%) | NA | 5.86 | 9.21 | 8.27 | 5.79 | NA | NA | … | … | 5.76 | 11.49 | 7.40 | 4.21 | 6.34 | 7.38 | 8.01 | 3.53 | 3.14 | 2.02 | 3.64 | 6.73 | 7.77 | 5.59 | 4.44 | 3.30 | 3.81 | 3.99 | 5.89 |
Data as of 09/30/2019, 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 Maine NextGen College Investing Plan – Select Series Tactical Asset Allocation Moderate |
0.77%
Aug 2007 – Aug 2010 |
3.51%
Dec 2013 – Dec 2018 |
6.10%
Oct 2007 – Oct 2017 |
7.53%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Maine NextGen College Investing Plan – Select Series Tactical Asset Allocation Moderate |
17.50%
Apr 2003 – Apr 2006 |
15.07%
Oct 2002 – Oct 2007 |
10.45%
Apr 2003 – Apr 2013 |
9.57%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart