Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN Tactical Asset Allocation Moderate | NA | 5.61% | 4.85% | 9.55% | 5.15% | 5.08% | 5.20% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN 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 (%) | -1.85 | 5.61 | 4.85 | 9.55 | 5.15 | 5.08 | 5.20 | … | … | 1.14 | 16.62 | 17.58 | -17.99 | 21.05 | 14.83 | 8.29 | -4.88 | 4.28 | 5.37 | -2.21 | 8.98 | 10.88 | 5.63 | -0.69 | 2.38 | 11.38 | -4.08 | 7.52 | 5.30 | 4.63 | 4.85 | 11.45 | 1.07 | 2.86 |
| Sharpe Ratio | NA | 0.56 | 0.03 | 0.05 | 0.04 | NA | NA | … | … | -0.01 | 1.55 | 0.04 | -1.29 | 1.65 | 1.66 | 2.00 | -1.35 | 1.35 | 1.54 | -0.55 | 1.97 | 1.89 | 1.45 | -0.07 | 0.32 | 1.88 | -0.92 | 0.57 | 0.37 | 0.45 | 0.77 | 2.18 | -0.02 | 0.10 |
| Standard Deviation(%) | NA | 11.59 | 198.81 | 154.01 | 108.85 | NA | NA | … | … | 14.58 | 8.41 | 345.05 | 15.09 | 12.75 | 8.77 | 3.41 | 4.64 | 2.69 | 3.35 | 4.06 | 4.56 | 5.75 | 3.84 | 10.85 | 7.20 | 5.99 | 5.47 | 7.72 | 5.08 | 5.21 | 5.05 | 4.93 | 3.35 | 4.35 |
| Draw Down(%) | NA | 13.93 | 91.17 | 91.17 | 91.17 | NA | NA | … | … | 13.54 | 5.40 | 91.17 | 21.92 | 3.72 | 11.76 | 1.77 | 8.19 | 1.52 | 2.19 | 4.96 | 2.67 | 4.65 | 4.44 | 9.31 | 6.33 | 2.98 | 8.97 | 4.78 | 4.27 | 3.65 | 5.13 | 3.92 | 3.72 | 3.27 |
| Yield(%) | NA | 2.36 | 6.38 | 5.35 | 3.90 | NA | NA | … | … | NA | 0.83 | 2.15 | 3.11 | 13.79 | 4.32 | 3.59 | 2.55 | 0.26 | 2.33 | 2.84 | 4.14 | 2.98 | 1.13 | 0.22 | 2.01 | 3.30 | 4.11 | 4.05 | 3.52 | 3.55 | 2.68 | 3.02 | 3.77 | 4.25 |
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 |
|---|---|---|---|---|
| THE Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN Tactical Asset Allocation Moderate |
0.26%
Mar 2017 – Mar 2020 |
0.93%
Mar 2015 – Mar 2020 |
2.91%
Mar 2010 – Mar 2020 |
3.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN Tactical Asset Allocation Moderate |
14.60%
Dec 2018 – Dec 2021 |
10.03%
Nov 2019 – Nov 2024 |
6.98%
Dec 2011 – Dec 2021 |
5.78%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart