Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Maine NextGen College Investing Plan – Direct Series Tactical Asset Allocation Moderate | NA | 4.64% | 4.82% | 9.74% | 6.03% | 6.89% | 7.00% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Maine NextGen College Investing Plan – Direct Series 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 (%) | -0.91 | 4.64 | 4.82 | 9.74 | 6.03 | 6.89 | 7.00 | … | … | 3.47 | 10.02 | 12.46 | -10.86 | 9.45 | 15.93 | 19.95 | -5.95 | 11.68 | 6.89 | -2.03 | 5.95 | 16.21 | 12.00 | 1.66 | 10.07 | 20.06 | -9.71 | 8.29 | 11.42 | 3.32 | 6.65 | 19.15 | -3.55 | -2.14 |
| Sharpe Ratio | NA | 0.53 | 0.67 | 0.68 | 0.55 | NA | NA | … | … | 0.19 | 0.86 | 1.41 | -1.22 | 1.28 | 0.91 | 2.91 | -0.82 | 2.75 | 0.88 | -0.26 | 0.75 | 0.91 | 1.42 | 0.12 | 1.06 | 2.50 | -1.77 | 0.56 | 1.14 | 0.16 | 0.79 | 1.87 | -1.08 | -0.47 |
| Standard Deviation(%) | NA | 9.52 | 7.75 | 8.72 | 9.18 | NA | NA | … | … | 11.56 | 7.40 | 6.24 | 10.05 | 7.35 | 17.32 | 6.34 | 8.97 | 4.01 | 7.60 | 8.07 | 7.90 | 17.80 | 8.43 | 13.98 | 9.45 | 7.98 | 6.02 | 9.16 | 7.04 | 6.74 | 7.16 | 9.87 | 4.36 | 9.80 |
| Draw Down(%) | NA | 9.01 | 9.01 | 17.05 | 22.16 | NA | NA | … | … | 8.97 | 4.00 | 5.39 | 16.28 | 3.54 | 22.16 | 2.77 | 12.03 | 1.33 | 6.31 | 8.04 | 5.30 | 11.70 | 6.57 | 12.60 | 8.51 | 3.59 | 14.34 | 5.67 | 4.82 | 4.59 | 5.50 | 7.50 | 4.30 | 11.82 |
| Yield(%) | NA | 8.08 | 5.52 | 4.59 | 5.10 | NA | NA | … | … | NA | 0.96 | 9.62 | 0.97 | 5.37 | 3.86 | 3.06 | 4.66 | 3.24 | 1.17 | 8.70 | 10.68 | 1.17 | 3.71 | 5.24 | 2.72 | 3.02 | 5.03 | 4.30 | 2.54 | 1.21 | 1.45 | 0.90 | 1.33 | 1.31 |
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 Maine NextGen College Investing Plan – Direct Series Tactical Asset Allocation Moderate |
-0.33%
Oct 2013 – Oct 2016 |
2.11%
Oct 2013 – Oct 2018 |
3.93%
Oct 2013 – Oct 2023 |
6.03%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Maine NextGen College Investing Plan – Direct Series Tactical Asset Allocation Moderate |
15.03%
Dec 2018 – Dec 2021 |
14.35%
Oct 2008 – Oct 2013 |
9.03%
Sep 2011 – Sep 2021 |
8.17%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart