Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Alabama Higher Education Fund 529 Plan Tactical Asset Allocation Moderate | NA | 32.77% | 7.92% | 11.20% | 6.84% | 7.32% | 6.84% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alabama Higher Education Fund 529 Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.85 | 32.77 | 7.92 | 11.20 | 6.84 | 7.32 | 6.84 | … | … | 1.26 | 13.53 | 14.64 | -4.75 | 19.03 | 16.81 | 9.24 | -9.55 | -2.17 | 10.20 | 0.74 | 6.12 | 20.48 | 6.29 | 1.18 | 8.05 | 19.14 | -7.58 | 11.65 | 9.25 | -0.68 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.68 | 0.22 | 0.55 | 0.35 | NA | NA | … | … | 0.11 | 0.50 | 0.79 | -0.35 | 1.49 | 0.71 | 0.76 | -0.74 | -0.25 | 1.41 | 0.09 | 0.72 | 2.81 | 1.08 | 0.13 | 1.42 | 3.88 | -1.36 | 1.02 | 1.28 | -0.60 | 0.31 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 14.00 | 14.94 | 16.64 | 13.94 | NA | NA | … | … | 10.72 | 14.01 | 13.09 | 17.41 | 12.79 | 23.45 | 10.34 | 14.73 | 11.19 | 7.10 | 8.00 | 8.49 | 7.28 | 5.76 | 8.87 | 5.62 | 4.91 | 6.27 | 8.52 | 4.66 | 4.78 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 11.05 | 18.74 | 29.11 | 33.51 | NA | NA | … | … | 0.75 | 11.05 | 11.55 | 18.74 | 7.04 | 29.11 | 7.44 | 17.51 | 9.05 | 4.54 | 8.66 | 7.75 | 4.98 | 4.28 | 9.52 | 5.85 | 1.46 | 11.90 | 5.22 | 4.13 | 4.79 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 4.02 | 6.82 | 5.99 | 5.60 | NA | NA | … | … | NA | 0.72 | 3.67 | 6.82 | 10.32 | 4.41 | 4.81 | 6.55 | 0.38 | 1.90 | 9.03 | 8.43 | 4.84 | 1.54 | 6.11 | 5.15 | 4.50 | 4.28 | 8.72 | 6.70 | 1.54 | 0.95 | 0.69 | 1.11 | 2.31 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Alabama Higher Education Fund 529 Plan Tactical Asset Allocation Moderate |
-8.57%
Mar 2017 – Mar 2020 |
-3.47%
Mar 2015 – Mar 2020 |
2.34%
Mar 2010 – Mar 2020 |
3.73%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alabama Higher Education Fund 529 Plan Tactical Asset Allocation Moderate |
17.27%
Mar 2020 – Mar 2023 |
12.70%
Nov 2019 – Nov 2024 |
7.68%
Feb 2007 – Feb 2017 |
7.94%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart