Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Upromise Nevada College Fund 529 Plan Tactical Asset Allocation Moderate | NA | 5.82% | 7.00% | 12.71% | 9.49% | 9.88% | 9.40% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Upromise Nevada College Fund 529 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 (%) | -2.10 | 5.82 | 7.00 | 12.71 | 9.49 | 9.88 | 9.40 | … | … | 2.17 | 16.63 | 23.63 | -16.07 | 17.77 | 20.29 | 22.99 | -1.52 | 16.94 | 6.43 | 1.45 | 10.43 | 19.90 | 11.62 | 3.99 | 10.11 | 15.63 | -3.40 | 9.05 | 9.27 | 3.87 | 6.30 | 17.44 | -0.35 | -0.94 |
| Sharpe Ratio | NA | 0.53 | 0.72 | 0.75 | 0.74 | NA | NA | … | … | 0.05 | 1.29 | 2.23 | -1.09 | 1.73 | 1.01 | 2.93 | -0.26 | 3.71 | 0.79 | 0.15 | 1.40 | 2.62 | 1.48 | 0.29 | 1.10 | 2.01 | -0.77 | 0.65 | 0.83 | 0.24 | 0.73 | 1.73 | -0.34 | -0.28 |
| Standard Deviation(%) | NA | 13.47 | 12.09 | 12.31 | 11.75 | NA | NA | … | … | 16.55 | 10.11 | 8.96 | 16.08 | 10.26 | 19.87 | 7.35 | 11.23 | 4.39 | 7.90 | 9.20 | 7.45 | 7.57 | 7.84 | 13.54 | 9.08 | 7.74 | 5.68 | 9.06 | 7.05 | 6.67 | 7.27 | 9.67 | 4.43 | 12.04 |
| Draw Down(%) | NA | 12.72 | 12.72 | 19.07 | 21.11 | NA | NA | … | … | 12.53 | 6.89 | 5.94 | 18.76 | 4.91 | 21.11 | 3.50 | 12.08 | 1.45 | 6.07 | 7.24 | 4.02 | 5.27 | 5.58 | 10.40 | 8.44 | 3.36 | 9.37 | 4.98 | 5.31 | 4.63 | 6.55 | 6.64 | 3.23 | 14.83 |
| Yield(%) | NA | 1.93 | 1.81 | 1.72 | 1.84 | NA | NA | … | … | NA | 1.21 | 2.56 | 1.01 | 1.36 | 1.74 | 2.27 | 1.82 | 2.00 | 1.89 | 1.87 | 2.00 | 1.83 | 2.38 | 2.36 | 2.49 | 3.39 | 4.22 | 2.84 | 2.53 | 2.29 | 2.23 | 2.68 | 4.60 | 3.89 |
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 Upromise Nevada College Fund 529 Plan Tactical Asset Allocation Moderate |
3.62%
Feb 2006 – Feb 2009 |
3.99%
Feb 2004 – Feb 2009 |
6.44%
Sep 2001 – Sep 2011 |
7.39%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Upromise Nevada College Fund 529 Plan Tactical Asset Allocation Moderate |
20.33%
Dec 2018 – Dec 2021 |
14.95%
Dec 2016 – Dec 2021 |
12.34%
Dec 2011 – Dec 2021 |
11.12%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart