Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Virginia CollegeAmerica 529 plan Tactical Asset Allocation Moderate | NA | 22.51% | 4.39% | 9.95% | 6.98% | 7.62% | 8.88% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Virginia CollegeAmerica 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 (%) | -1.00 | 22.51 | 4.39 | 9.95 | 6.98 | 7.62 | 8.88 | … | … | 0.86 | 7.87 | 15.73 | -13.21 | 8.80 | 30.84 | 9.34 | -5.26 | 13.21 | 4.15 | 0.76 | 5.79 | 21.10 | 11.30 | -1.34 | 5.13 | 21.78 | -7.42 | 17.89 | 19.10 | 11.44 | 14.19 | 23.69 | 0.18 | 3.54 |
| Sharpe Ratio | NA | 0.26 | -0.04 | 0.58 | 0.53 | NA | NA | … | … | 0.08 | 0.13 | 1.55 | -1.23 | 0.86 | 1.89 | 2.33 | -0.66 | 3.01 | 0.48 | 0.08 | 0.76 | 3.18 | 1.65 | -0.12 | 0.65 | 2.38 | -1.31 | 1.42 | 1.87 | 1.60 | 1.56 | 3.93 | -0.17 | 0.14 |
| Standard Deviation(%) | NA | 10.12 | 9.99 | 11.56 | 9.69 | NA | NA | … | … | 9.49 | 10.13 | 7.38 | 11.88 | 10.24 | 16.16 | 3.40 | 9.96 | 4.18 | 8.13 | 8.89 | 7.59 | 6.63 | 6.83 | 11.70 | 7.76 | 9.12 | 6.36 | 10.47 | 8.48 | 5.78 | 8.49 | 5.85 | 5.42 | 8.61 |
| Draw Down(%) | NA | 7.84 | 17.34 | 18.43 | 18.43 | NA | NA | … | … | 0.76 | 7.84 | 5.74 | 18.30 | 6.93 | 15.92 | 1.30 | 12.96 | 1.84 | 8.62 | 8.23 | 4.61 | 5.36 | 5.07 | 10.93 | 7.96 | 3.91 | 11.31 | 8.65 | 11.61 | 5.02 | 8.58 | 3.04 | 5.35 | 10.22 |
| Yield(%) | NA | 5.74 | 5.01 | 4.81 | 4.98 | NA | NA | … | … | NA | 1.49 | 6.34 | 2.71 | 6.99 | 5.47 | 3.20 | 6.15 | 4.18 | 3.74 | 5.29 | 6.69 | 5.34 | 2.86 | 2.68 | 2.41 | 3.81 | 4.35 | 8.12 | 7.29 | 3.68 | 2.80 | 2.89 | 3.19 | 4.98 |
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 |
|---|---|---|---|---|
| The Virginia CollegeAmerica 529 plan Tactical Asset Allocation Moderate |
1.62%
Mar 2017 – Mar 2020 |
2.49%
Mar 2015 – Mar 2020 |
5.03%
Mar 2010 – Mar 2020 |
5.93%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Virginia CollegeAmerica 529 plan Tactical Asset Allocation Moderate |
20.05%
Oct 2004 – Oct 2007 |
18.11%
Oct 2002 – Oct 2007 |
11.91%
Apr 2003 – Apr 2013 |
10.66%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart