Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDeal – Idaho College Savings Program Tactical Asset Allocation Moderate | NA | 3.38% | 3.62% | 10.64% | 7.79% | 8.93% | 9.56% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDeal – Idaho 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 (%) | -1.68 | 3.38 | 3.62 | 10.64 | 7.79 | 8.93 | 9.56 | … | … | 2.52 | 12.36 | 12.87 | -14.95 | 19.28 | 11.00 | 23.51 | -4.02 | 18.57 | 8.92 | 0.83 | 9.20 | 22.50 | 10.05 | 1.67 | 16.75 | 23.24 | 0.05 | 12.87 | 10.79 | 4.35 | 10.35 | 20.72 | -12.97 | -1.94 |
| Sharpe Ratio | NA | 0.29 | 0.40 | 0.57 | 0.48 | NA | NA | … | … | 0.08 | 0.84 | 1.02 | -0.96 | 1.76 | 0.39 | 1.70 | -0.43 | 3.50 | 0.84 | 0.07 | 1.10 | 2.62 | 1.15 | 0.10 | 1.29 | 1.33 | -0.11 | 0.74 | 0.76 | 0.24 | 0.99 | 2.13 | -1.04 | -0.42 |
| Standard Deviation(%) | NA | 13.46 | 11.82 | 12.82 | 14.18 | NA | NA | … | … | 14.99 | 10.44 | 9.01 | 17.10 | 10.97 | 27.62 | 12.98 | 12.45 | 5.12 | 10.41 | 11.40 | 8.37 | 8.56 | 8.66 | 17.03 | 12.94 | 17.38 | 8.36 | 13.12 | 9.66 | 8.71 | 9.48 | 9.39 | 13.59 | 10.42 |
| Draw Down(%) | NA | 14.95 | 14.95 | 19.36 | 28.78 | NA | NA | … | … | 11.36 | 6.97 | 9.05 | 19.33 | 4.29 | 28.78 | 8.76 | 14.09 | 1.65 | 7.74 | 9.76 | 5.89 | 5.67 | 6.31 | 14.30 | 9.84 | 17.83 | 8.52 | 7.66 | 8.54 | 5.89 | 6.49 | 3.89 | 25.74 | 12.76 |
| Yield(%) | NA | 2.15 | 3.43 | 3.08 | 3.15 | NA | NA | … | … | NA | 1.50 | 2.41 | 2.78 | 4.43 | 2.47 | 3.22 | 3.96 | 2.25 | 2.67 | 3.54 | 3.64 | 2.22 | 2.20 | 1.62 | 1.66 | 1.69 | 2.74 | 2.04 | 3.69 | 1.89 | 3.90 | 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 |
|---|---|---|---|---|
| IDeal – Idaho College Savings Program Tactical Asset Allocation Moderate |
1.30%
Apr 2001 – Apr 2004 |
3.74%
May 2001 – May 2006 |
7.52%
Oct 2013 – Oct 2023 |
7.97%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDeal – Idaho College Savings Program Tactical Asset Allocation Moderate |
20.52%
Feb 2009 – Feb 2012 |
18.00%
Feb 2009 – Feb 2014 |
12.64%
Feb 2009 – Feb 2019 |
11.61%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart