Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Missouri 529 College Savings Plan Tactical Asset Allocation Moderate | NA | -1.14% | 1.16% | 7.46% | 5.50% | 7.23% | 7.99% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Missouri 529 College Savings 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 (%) | -3.24 | -1.14 | 1.16 | 7.46 | 5.50 | 7.23 | 7.99 | … | … | -1.18 | 13.31 | 13.09 | -19.58 | 17.49 | 8.49 | 21.45 | -1.57 | 14.03 | 3.94 | -1.60 | 2.71 | 13.69 | 14.19 | 9.08 | 16.60 | 24.10 | -9.55 | 5.05 | 16.71 | 11.42 | 16.98 | 22.81 | -3.31 | -3.67 |
| Sharpe Ratio | NA | -0.15 | 0.17 | 0.40 | 0.39 | NA | NA | … | … | -0.16 | 0.83 | 0.98 | -1.38 | 1.56 | 0.41 | 3.11 | -0.30 | 3.04 | 0.43 | -0.17 | 0.32 | 1.80 | 1.83 | 0.60 | 1.17 | 1.85 | -1.18 | 0.17 | 1.66 | 1.26 | 1.85 | 3.17 | -0.45 | -0.27 |
| Standard Deviation(%) | NA | 13.73 | 12.41 | 12.29 | 11.79 | NA | NA | … | … | 15.78 | 11.61 | 9.59 | 15.20 | 11.23 | 20.17 | 6.42 | 9.82 | 4.40 | 8.57 | 9.48 | 8.40 | 7.57 | 7.73 | 14.99 | 14.05 | 12.96 | 8.94 | 11.25 | 8.03 | 7.26 | 8.64 | 6.96 | 10.00 | 22.23 |
| Draw Down(%) | NA | 15.52 | 15.52 | 24.28 | 24.28 | NA | NA | … | … | 15.34 | 8.29 | 7.87 | 24.19 | 6.21 | 23.70 | 2.17 | 11.90 | 1.55 | 7.87 | 9.03 | 6.70 | 7.94 | 4.63 | 11.10 | 8.93 | 6.39 | 16.18 | 7.40 | 6.99 | 4.09 | 10.59 | 2.97 | 11.85 | 26.48 |
| Yield(%) | NA | 3.57 | 6.09 | 5.98 | 4.96 | NA | NA | … | … | NA | 0.51 | 3.89 | 5.42 | 8.84 | 6.86 | 5.57 | 6.61 | 5.91 | 3.34 | 2.02 | 1.99 | 0.77 | 2.80 | 2.84 | 1.99 | 1.40 | 4.07 | 4.61 | 5.26 | 6.74 | 5.85 | 3.09 | 1.22 | 0.89 |
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 Missouri 529 College Savings Plan Tactical Asset Allocation Moderate |
0.13%
Sep 2019 – Sep 2022 |
3.31%
May 2018 – May 2023 |
4.54%
Oct 2013 – Oct 2023 |
6.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Missouri 529 College Savings Plan Tactical Asset Allocation Moderate |
19.87%
Feb 2009 – Feb 2012 |
16.48%
Nov 2008 – Nov 2013 |
13.27%
Apr 2003 – Apr 2013 |
10.69%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart