Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Oregon College Savings Plan Tactical Asset Allocation Moderate | NA | 0.50% | 1.68% | 5.42% | 4.02% | 3.75% | 4.01% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Oregon 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 (%) | -1.58 | 0.50 | 1.68 | 5.42 | 4.02 | 3.75 | 4.01 | … | … | 3.53 | 6.82 | 9.72 | -13.57 | 11.97 | 12.16 | 8.85 | -4.63 | 12.47 | 5.33 | -1.32 | 2.90 | 9.81 | 7.91 | -4.94 | 2.21 | 13.26 | -13.38 | 6.86 | 10.34 | 5.57 | 8.90 | 18.21 | 3.81 | 0.49 |
| Sharpe Ratio | NA | 0.18 | 0.25 | 0.40 | 0.42 | NA | NA | … | … | 0.19 | 0.33 | 0.88 | -1.22 | 1.45 | 1.43 | 1.68 | -0.85 | 2.85 | 1.25 | -0.27 | 0.49 | 1.36 | 2.35 | -0.35 | 0.22 | 1.59 | -1.61 | 0.40 | 0.99 | 0.64 | 1.14 | 3.32 | 0.82 | -0.46 |
| Standard Deviation(%) | NA | 11.49 | 9.67 | 9.58 | 7.80 | NA | NA | … | … | 11.90 | 9.79 | 6.90 | 12.29 | 8.21 | 8.33 | 4.38 | 7.06 | 4.15 | 4.07 | 4.93 | 5.93 | 7.19 | 3.34 | 14.35 | 9.52 | 8.26 | 8.89 | 9.28 | 7.02 | 5.14 | 6.96 | 5.27 | 3.24 | 4.18 |
| Draw Down(%) | NA | 15.15 | 15.15 | 20.72 | 20.72 | NA | NA | … | … | 10.95 | 7.82 | 6.48 | 20.63 | 3.82 | 10.49 | 3.07 | 10.15 | 1.33 | 2.41 | 6.14 | 6.01 | 7.05 | 1.40 | 14.51 | 9.16 | 4.99 | 19.22 | 5.44 | 7.82 | 3.47 | 6.69 | 3.51 | 1.55 | 3.41 |
| Yield(%) | NA | 3.77 | 3.68 | 3.27 | 2.87 | NA | NA | … | … | NA | 0.67 | 3.96 | 2.30 | 4.17 | 2.29 | 3.31 | 2.43 | 0.09 | 2.83 | 4.17 | 3.07 | 2.70 | 3.11 | 1.18 | 2.09 | 2.90 | 2.04 | 3.01 | 2.94 | 2.54 | 2.08 | 2.63 | 3.76 | 4.20 |
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 Oregon College Savings Plan Tactical Asset Allocation Moderate |
-1.65%
Feb 2006 – Feb 2009 |
-0.38%
Oct 2007 – Oct 2012 |
2.59%
Dec 2006 – Dec 2016 |
2.21%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Oregon College Savings Plan Tactical Asset Allocation Moderate |
12.17%
Mar 2003 – Mar 2006 |
11.06%
Oct 2002 – Oct 2007 |
6.43%
Sep 2011 – Sep 2021 |
5.56%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart