Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Franklin Templeton NJBEST New Jersey 529 College Savings Plan Tactical Asset Allocation Moderate | NA | 24.97% | 3.95% | 8.45% | 7.57% | 8.81% | 9.29% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Franklin Templeton NJBEST New Jersey 529 College Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.50 | 24.97 | 3.95 | 8.45 | 7.57 | 8.81 | 9.29 | … | … | 0.48 | 12.77 | 16.44 | -16.99 | 16.88 | 10.72 | 20.67 | -4.14 | 16.03 | 6.57 | -0.19 | 7.92 | 20.35 | 10.52 | -2.61 | 15.89 | 31.96 | 0.54 | 5.55 | 13.94 | 4.88 | 10.52 | 23.90 | -4.47 | -0.35 |
| Sharpe Ratio | NA | 0.73 | -0.03 | 0.30 | 0.45 | NA | NA | … | … | 0.05 | 0.64 | 1.38 | -1.06 | 1.54 | 0.44 | 2.22 | -0.46 | 3.13 | 0.75 | -0.02 | 0.95 | 2.62 | 1.22 | -0.15 | 1.24 | 2.39 | -0.06 | 0.22 | 1.42 | 0.37 | 1.13 | 2.70 | -1.18 | -0.59 |
| Standard Deviation(%) | NA | 9.58 | 12.57 | 15.28 | 12.53 | NA | NA | … | … | 8.05 | 9.62 | 8.83 | 17.39 | 10.97 | 23.92 | 8.69 | 11.96 | 4.92 | 8.49 | 9.45 | 8.30 | 7.76 | 8.55 | 17.49 | 12.72 | 13.32 | 6.92 | 11.55 | 7.50 | 7.34 | 8.48 | 8.59 | 4.75 | 4.51 |
| Draw Down(%) | NA | 6.17 | 19.68 | 25.52 | 25.52 | NA | NA | … | … | 0.61 | 6.17 | 7.83 | 20.77 | 4.94 | 25.52 | 4.50 | 14.13 | 1.75 | 6.27 | 8.23 | 6.51 | 4.84 | 6.58 | 17.01 | 10.17 | 14.11 | 8.55 | 8.03 | 6.81 | 5.10 | 6.00 | 3.41 | 7.29 | 5.88 |
| Yield(%) | NA | 3.50 | 4.64 | 4.85 | 4.66 | NA | NA | … | … | NA | 1.16 | 4.10 | 4.83 | 6.04 | 4.04 | 5.03 | 2.44 | 4.08 | 5.20 | 6.97 | 3.99 | 3.95 | 1.14 | 1.97 | 2.06 | 4.68 | 1.73 | 4.74 | 3.55 | 2.78 | 2.19 | 2.07 | 1.46 | 2.60 |
Data as of 10/31/2024, 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 Franklin Templeton NJBEST New Jersey 529 College Savings Plan Tactical Asset Allocation Moderate |
2.41%
Dec 2019 – Dec 2022 |
4.02%
Mar 2015 – Mar 2020 |
6.22%
Oct 2013 – Oct 2023 |
7.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Franklin Templeton NJBEST New Jersey 529 College Savings Plan Tactical Asset Allocation Moderate |
19.87%
Apr 2008 – Apr 2011 |
16.89%
Feb 2009 – Feb 2014 |
11.71%
Mar 2003 – Mar 2013 |
11.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart