Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TD AMERITRADE Nebraska 529 College Savings Plan Tactical Asset Allocation Moderate | NA | -4.44% | 0.34% | 8.58% | 5.44% | 6.95% | 8.36% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TD AMERITRADE Nebraska 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 (%) | -2.33 | -4.44 | 0.34 | 8.58 | 5.44 | 6.95 | 8.36 | … | … | 0.36 | 5.99 | 11.63 | -15.50 | 16.62 | 20.64 | 18.02 | -3.85 | 14.15 | -1.20 | -0.99 | 2.28 | 15.84 | 12.55 | 4.62 | 20.27 | 23.08 | -13.54 | 15.80 | 19.28 | 12.45 | 15.44 | 18.98 | 9.12 | 10.23 |
| Sharpe Ratio | NA | -0.43 | 0.06 | 0.42 | 0.38 | NA | NA | … | … | -0.07 | 0.23 | 0.85 | -1.26 | 1.71 | 1.08 | 2.53 | -0.51 | 2.11 | -0.13 | -0.10 | 0.25 | 1.81 | 1.62 | 0.29 | 1.40 | 1.51 | -1.23 | 0.79 | 1.34 | 1.11 | 1.55 | 2.84 | 1.99 | 1.55 |
| Standard Deviation(%) | NA | 12.25 | 11.13 | 11.17 | 11.31 | NA | NA | … | … | 13.81 | 10.21 | 9.32 | 13.45 | 9.70 | 18.88 | 6.53 | 10.25 | 6.41 | 10.56 | 10.13 | 8.95 | 8.75 | 7.70 | 16.04 | 14.38 | 15.18 | 11.83 | 15.96 | 11.86 | 9.20 | 9.30 | 6.42 | 4.01 | 5.04 |
| Draw Down(%) | NA | 16.59 | 16.59 | 19.84 | 20.63 | NA | NA | … | … | 13.23 | 7.16 | 7.25 | 19.83 | 5.51 | 20.63 | 3.15 | 12.95 | 2.74 | 10.62 | 9.62 | 6.53 | 9.32 | 4.89 | 11.98 | 9.17 | 9.13 | 22.54 | 9.23 | 10.79 | 5.97 | 11.11 | 3.29 | 3.35 | 3.06 |
| Yield(%) | NA | 3.11 | 4.42 | 3.46 | 3.62 | NA | NA | … | … | NA | 1.20 | 3.28 | 3.62 | 5.66 | 1.59 | 3.60 | 3.56 | 2.55 | 2.60 | 4.53 | 4.95 | 1.83 | 3.79 | 3.34 | 5.11 | 5.49 | 4.78 | 3.72 | 2.82 | 3.92 | 3.51 | 2.98 | 4.73 | 7.31 |
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 |
|---|---|---|---|---|
| TD AMERITRADE Nebraska 529 College Savings Plan Tactical Asset Allocation Moderate |
-0.01%
Dec 2021 – Dec 2024 |
1.89%
Dec 2013 – Dec 2018 |
4.72%
Oct 2013 – Oct 2023 |
6.43%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD AMERITRADE Nebraska 529 College Savings Plan Tactical Asset Allocation Moderate |
21.07%
Feb 2009 – Feb 2012 |
18.22%
Oct 2002 – Oct 2007 |
13.21%
Apr 2003 – Apr 2013 |
10.53%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart