Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| the North Carolina National College Savings Program Tactical Asset Allocation Moderate | NA | 4.14% | 5.67% | 11.60% | 7.94% | 8.40% | 8.70% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| the North Carolina National College Savings Program 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 (%) | -2.16 | 4.14 | 5.67 | 11.60 | 7.94 | 8.40 | 8.70 | … | … | 1.02 | 13.65 | 17.32 | -12.21 | 16.16 | 16.01 | 21.45 | -3.51 | 13.69 | 8.53 | -1.13 | 8.79 | 16.00 | 12.34 | 3.92 | 7.58 | 15.98 | -1.47 | 9.20 | 12.89 | 7.67 | 10.80 | 17.81 | 1.62 | -5.49 |
| Sharpe Ratio | NA | 0.37 | 0.55 | 0.65 | 0.62 | NA | NA | … | … | -0.02 | 1.13 | 1.80 | -0.82 | 1.74 | 0.80 | 2.82 | -0.51 | 3.26 | 1.12 | -0.13 | 1.20 | 2.30 | 1.57 | 0.29 | 0.75 | 1.76 | -0.43 | 0.59 | 1.30 | 0.90 | 1.38 | 2.94 | 0.11 | -0.92 |
| Standard Deviation(%) | NA | 13.43 | 11.75 | 11.88 | 11.32 | NA | NA | … | … | 17.60 | 8.86 | 7.58 | 16.55 | 9.28 | 19.67 | 7.08 | 9.56 | 4.00 | 7.46 | 8.87 | 7.32 | 6.93 | 7.81 | 13.53 | 9.93 | 9.04 | 5.70 | 10.33 | 7.28 | 6.03 | 7.11 | 5.81 | 4.32 | 8.56 |
| Draw Down(%) | NA | 13.57 | 13.57 | 17.95 | 22.56 | NA | NA | … | … | 13.37 | 5.43 | 6.34 | 17.78 | 3.86 | 22.56 | 3.34 | 11.96 | 1.41 | 5.64 | 8.64 | 4.51 | 4.74 | 5.86 | 10.70 | 9.03 | 4.61 | 8.67 | 6.51 | 8.07 | 4.29 | 6.81 | 4.64 | 3.00 | 10.41 |
| Yield(%) | NA | 2.20 | 2.15 | 2.08 | 2.15 | NA | NA | … | … | NA | 1.37 | 2.74 | 1.51 | 1.68 | 1.97 | 2.51 | 1.96 | 2.42 | 2.12 | 2.24 | 1.87 | 1.65 | 2.84 | 2.32 | 2.73 | 3.96 | 4.37 | 3.45 | 2.94 | 2.97 | 2.01 | 3.98 | 5.20 | 3.80 |
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 North Carolina National College Savings Program Tactical Asset Allocation Moderate |
4.21%
Mar 2017 – Mar 2020 |
4.41%
Mar 2015 – Mar 2020 |
6.84%
Mar 2010 – Mar 2020 |
7.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| the North Carolina National College Savings Program Tactical Asset Allocation Moderate |
17.85%
Dec 2018 – Dec 2021 |
12.70%
Oct 2016 – Oct 2021 |
10.72%
Sep 2011 – Sep 2021 |
9.71%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart