Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Utah Educational Savings Plan (UESP) Tactical Asset Allocation Moderate | NA | -3.26% | 0.50% | 6.91% | 5.06% | 7.05% | 7.47% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Utah Educational Savings Plan (UESP) 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 (%) | -2.06 | -3.26 | 0.50 | 6.91 | 5.06 | 7.05 | 7.47 | … | … | 1.04 | 7.24 | 12.61 | -18.19 | 8.75 | 21.73 | 18.16 | -1.62 | 11.34 | 2.88 | -0.88 | 6.37 | 17.58 | 11.98 | 6.56 | 17.26 | 21.56 | -14.84 | 4.00 | 20.85 | 8.55 | 18.09 | 21.27 | 3.14 | 3.19 |
| Sharpe Ratio | NA | -0.28 | 0.15 | 0.29 | 0.38 | NA | NA | … | … | -0.02 | 0.38 | 1.08 | -1.38 | 0.82 | 1.13 | 2.83 | -0.32 | 1.78 | 0.31 | -0.10 | 0.82 | 2.22 | 1.56 | 0.42 | 1.20 | 1.79 | -2.25 | 0.08 | 2.23 | 0.87 | 2.08 | 3.80 | 0.52 | 0.31 |
| Standard Deviation(%) | NA | 11.09 | 10.50 | 11.05 | 10.93 | NA | NA | … | … | 12.25 | 9.53 | 8.32 | 14.18 | 10.63 | 19.05 | 5.91 | 9.42 | 6.02 | 8.58 | 9.14 | 7.74 | 7.92 | 7.65 | 15.62 | 14.32 | 12.01 | 7.04 | 11.18 | 7.80 | 7.27 | 8.21 | 5.41 | 3.85 | 2.52 |
| Draw Down(%) | NA | 15.35 | 15.35 | 22.31 | 22.31 | NA | NA | … | … | 12.13 | 6.43 | 5.90 | 22.31 | 7.36 | 20.55 | 2.71 | 10.54 | 3.49 | 7.99 | 9.10 | 4.87 | 7.54 | 4.93 | 11.62 | 9.09 | 5.03 | 17.79 | 7.54 | 5.66 | 4.23 | 9.46 | 1.91 | 5.02 | 2.38 |
| Yield(%) | NA | 2.75 | 3.30 | 2.84 | 2.59 | NA | NA | … | … | NA | 1.60 | 2.46 | 3.45 | 2.35 | 2.26 | 3.25 | 2.14 | 2.50 | 2.44 | 2.06 | 2.24 | 3.68 | 2.83 | 2.22 | 2.83 | 3.34 | 4.17 | 4.62 | 6.25 | 4.04 | 3.93 | 3.38 | 4.99 | 4.61 |
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 |
|---|---|---|---|---|
| Utah Educational Savings Plan (UESP) Tactical Asset Allocation Moderate |
-0.79%
Mar 2006 – Mar 2009 |
3.24%
Mar 2015 – Mar 2020 |
5.06%
Mar 2015 – Mar 2025 |
6.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Utah Educational Savings Plan (UESP) Tactical Asset Allocation Moderate |
19.20%
Mar 2003 – Mar 2006 |
15.53%
Feb 2009 – Feb 2014 |
11.78%
Apr 2003 – Apr 2013 |
10.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart