Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Rhode Island AllianceBernstein Vanguard CollegeBoundfund 529 Plans Tactical Asset Allocation Moderate | NA | -6.33% | -1.62% | 3.04% | 2.37% | 2.98% | 3.55% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Rhode Island AllianceBernstein Vanguard CollegeBoundfund 529 Plans 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 (%) | -4.15 | -6.33 | -1.62 | 3.04 | 2.37 | 2.98 | 3.55 | … | … | -1.13 | 5.96 | 5.77 | -15.42 | 6.39 | 18.03 | 7.66 | -5.60 | 11.67 | 4.66 | -0.90 | -0.72 | 9.12 | 8.20 | 2.50 | 5.07 | 14.20 | -11.56 | 7.42 | 8.88 | 3.65 | 13.30 | 17.05 | 4.59 | 5.84 |
| Sharpe Ratio | NA | -0.22 | -0.04 | 0.11 | 0.19 | NA | NA | … | … | -0.15 | 0.24 | 0.30 | -1.25 | 0.62 | 1.83 | 1.54 | -0.93 | 2.10 | 1.00 | -0.18 | -0.10 | 1.47 | 2.45 | 0.46 | 0.45 | 1.61 | -1.63 | 0.42 | 1.04 | 0.22 | 1.08 | 2.49 | 1.17 | 1.02 |
| Standard Deviation(%) | NA | 13.05 | 10.63 | 10.85 | 8.77 | NA | NA | … | … | 16.16 | 9.59 | 7.15 | 13.45 | 10.31 | 9.71 | 4.02 | 7.47 | 5.25 | 4.43 | 5.07 | 7.62 | 6.20 | 3.32 | 5.32 | 10.98 | 8.78 | 7.68 | 10.13 | 5.27 | 6.22 | 11.40 | 6.55 | 2.94 | 3.35 |
| Draw Down(%) | NA | 19.15 | 19.15 | 22.96 | 22.96 | NA | NA | … | … | 17.71 | 6.13 | 6.60 | 22.26 | 6.78 | 13.16 | 3.04 | 10.51 | 2.53 | 2.55 | 5.38 | 8.27 | 5.73 | 2.37 | 4.44 | 10.78 | 5.33 | 16.60 | 7.13 | 5.54 | 6.15 | 5.86 | 3.26 | 1.71 | 2.24 |
| Yield(%) | NA | 3.03 | 4.28 | 4.65 | 3.52 | NA | NA | … | … | NA | 0.65 | 3.13 | 3.82 | 4.70 | 7.42 | 3.02 | 3.52 | 0.14 | 2.64 | 1.84 | 3.53 | 4.03 | 3.31 | 4.49 | 2.97 | 2.86 | 2.61 | 4.53 | 4.11 | 3.45 | 6.01 | 3.34 | 4.12 | 5.19 |
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 Rhode Island AllianceBernstein Vanguard CollegeBoundfund 529 Plans Tactical Asset Allocation Mo |
-2.45%
Apr 2021 – Apr 2024 |
0.14%
Sep 2017 – Sep 2022 |
2.26%
Oct 2013 – Oct 2023 |
2.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Rhode Island AllianceBernstein Vanguard CollegeBoundfund 529 Plans Tactical Asset Allocation Mo |
12.61%
Mar 2003 – Mar 2006 |
11.07%
Oct 2002 – Oct 2007 |
6.81%
Apr 2001 – Apr 2011 |
6.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart