Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ohio Putnam CollegeAdvantage Plan Tactical Asset Allocation Moderate | NA | 9.72% | 9.13% | 8.55% | 12.28% | 11.68% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ohio Putnam CollegeAdvantage Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 9.72 | 9.13 | 8.55 | 12.28 | 11.68 | NA | … | … | 1.73 | 8.77 | 12.25 | 0.23 | 6.03 | 24.22 | 12.64 | -3.51 | 12.35 | 48.40 | -0.72 | 4.29 | 17.44 | 10.32 | 14.02 | 27.32 | -3.57 | -4.25 |
| Sharpe Ratio | NA | 0.32 | 0.75 | 0.65 | 1.11 | NA | NA | … | … | 0.07 | 1.33 | 1.17 | 0.02 | 0.61 | 3.18 | 1.36 | -0.20 | 1.08 | 4.01 | -0.24 | 0.11 | 1.69 | 1.15 | 1.45 | 2.97 | -0.83 | -0.73 |
| Standard Deviation(%) | NA | 8.79 | 8.79 | 9.36 | 10.95 | NA | NA | … | … | 9.27 | 6.11 | 10.25 | 10.92 | 9.91 | 7.62 | 9.25 | 18.02 | 11.37 | 12.04 | 6.71 | 11.37 | 8.38 | 7.08 | 9.00 | 8.97 | 5.65 | 9.05 |
| Draw Down(%) | NA | 6.70 | 14.52 | 16.76 | 20.21 | NA | NA | … | … | 6.70 | 2.80 | 12.65 | 9.28 | 7.35 | 3.69 | 8.92 | 20.21 | 9.85 | 5.97 | 10.48 | 9.57 | 9.61 | 5.24 | 8.43 | 9.51 | 6.14 | 12.26 |
| Yield(%) | NA | 3.54 | 5.32 | 6.28 | 6.11 | NA | NA | … | … | 2.17 | 3.73 | 5.17 | 7.28 | 9.82 | 7.25 | 4.68 | 4.84 | 6.03 | 11.26 | 2.16 | 9.25 | 8.54 | 5.16 | 2.91 | 1.12 | 0.96 | 1.78 |
Data as of 08/31/2018, 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 |
|---|---|---|---|---|
| Ohio Putnam CollegeAdvantage Plan Tactical Asset Allocation Moderate |
4.48%
Nov 2005 – Nov 2008 |
4.67%
Feb 2011 – Feb 2016 |
9.92%
Jan 2006 – Jan 2016 |
9.83%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ohio Putnam CollegeAdvantage Plan Tactical Asset Allocation Moderate |
22.90%
Apr 2008 – Apr 2011 |
19.14%
Nov 2008 – Nov 2013 |
14.83%
Mar 2003 – Mar 2013 |
12.81%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart