Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HI529 Hawaii College Savings Program Tactical Asset Allocation Moderate | NA | 4.68% | 4.47% | 10.56% | 7.78% | 9.26% | 9.74% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HI529 Hawaii 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 (%) | -2.41 | 4.68 | 4.47 | 10.56 | 7.78 | 9.26 | 9.74 | … | … | 1.78 | 17.50 | 14.51 | -17.59 | 14.36 | 16.35 | 21.71 | -3.00 | 17.06 | 10.32 | 0.74 | 10.64 | 23.14 | 11.52 | 2.52 | 17.25 | 23.59 | -0.13 | 7.86 | 13.76 | 5.41 | 11.86 | 20.11 | -12.97 | -1.94 |
| Sharpe Ratio | NA | 0.45 | 0.58 | 0.54 | 0.48 | NA | NA | … | … | 0.03 | 1.19 | 1.14 | -1.07 | 1.25 | 0.59 | 1.48 | -0.34 | 2.99 | 0.97 | 0.06 | 1.14 | 2.69 | 1.30 | 0.15 | 1.30 | 1.46 | -0.13 | 0.37 | 1.22 | 0.37 | 1.24 | 2.11 | -1.04 | -0.42 |
| Standard Deviation(%) | NA | 15.00 | 12.42 | 13.79 | 14.59 | NA | NA | … | … | 17.77 | 11.67 | 9.50 | 17.73 | 11.51 | 27.13 | 13.71 | 12.78 | 5.49 | 10.45 | 11.58 | 9.31 | 8.58 | 8.82 | 16.96 | 13.18 | 16.07 | 8.68 | 12.78 | 8.50 | 8.56 | 8.76 | 9.21 | 13.59 | 10.42 |
| Draw Down(%) | NA | 15.68 | 15.68 | 22.96 | 28.00 | NA | NA | … | … | 13.48 | 7.41 | 8.94 | 22.76 | 5.54 | 28.00 | 9.63 | 14.03 | 1.74 | 7.87 | 9.58 | 6.00 | 5.37 | 6.36 | 14.34 | 10.07 | 15.44 | 8.87 | 7.56 | 6.73 | 5.75 | 6.06 | 3.79 | 25.74 | 12.76 |
| Yield(%) | NA | 2.67 | 3.01 | 2.65 | 2.71 | NA | NA | … | … | NA | 0.87 | 3.49 | 2.65 | 2.51 | 2.13 | 2.60 | 3.25 | 2.08 | 2.76 | 3.20 | 2.49 | 2.45 | 2.43 | 1.76 | 1.89 | 2.18 | 2.32 | 4.31 | 4.31 | 2.13 | 4.29 | 1.78 | 1.33 | 3.10 |
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 |
|---|---|---|---|---|
| HI529 Hawaii College Savings Program Tactical Asset Allocation Moderate |
1.23%
Apr 2021 – Apr 2024 |
4.11%
Sep 2018 – Sep 2023 |
6.92%
Oct 2013 – Oct 2023 |
8.28%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HI529 Hawaii College Savings Program Tactical Asset Allocation Moderate |
20.40%
Feb 2009 – Feb 2012 |
18.27%
Feb 2009 – Feb 2014 |
12.97%
Feb 2009 – Feb 2019 |
11.82%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart