Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MARYLAND COLLEGE INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 6.51% | 6.64% | 11.65% | 6.23% | 6.47% | 6.17% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MARYLAND COLLEGE INVESTMENT 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 (%) | -2.04 | 6.51 | 6.64 | 11.65 | 6.23 | 6.47 | 6.17 | … | … | 6.27 | 12.17 | 17.65 | -12.08 | 15.26 | 11.24 | 13.25 | -7.79 | 12.01 | 7.37 | -1.88 | 8.25 | 18.01 | 7.49 | 1.15 | 2.14 | 13.32 | -4.22 | 5.08 | 5.59 | 3.81 | 3.46 | 10.37 | -0.38 | 4.83 |
| Sharpe Ratio | NA | 0.50 | 0.58 | 0.69 | 0.50 | NA | NA | … | … | 0.28 | 0.72 | 1.63 | -0.87 | 1.66 | 0.72 | 2.17 | -1.37 | 2.53 | 1.20 | -0.22 | 1.01 | 2.49 | 2.00 | 0.25 | 0.36 | 2.89 | -1.17 | 0.35 | 0.57 | 0.41 | 0.62 | 2.40 | -0.45 | 0.52 |
| Standard Deviation(%) | NA | 15.80 | 12.72 | 12.13 | 10.39 | NA | NA | … | … | 18.02 | 11.81 | 8.59 | 15.58 | 9.19 | 15.18 | 5.42 | 6.69 | 4.50 | 5.95 | 8.71 | 8.14 | 7.21 | 3.72 | 4.42 | 5.61 | 4.58 | 4.42 | 5.55 | 3.82 | 3.77 | 3.97 | 4.02 | 3.42 | 4.61 |
| Draw Down(%) | NA | 13.09 | 13.09 | 17.53 | 21.75 | NA | NA | … | … | 13.09 | 6.15 | 6.98 | 16.85 | 4.00 | 21.75 | 3.14 | 13.57 | 1.62 | 4.04 | 8.72 | 5.74 | 3.99 | 2.91 | 3.63 | 5.84 | 2.12 | 6.98 | 3.22 | 2.99 | 2.36 | 3.49 | 2.09 | 4.78 | 3.11 |
| Yield(%) | NA | 1.88 | 1.37 | 1.76 | 1.99 | NA | NA | … | … | NA | 0.42 | 2.13 | 0.85 | 0.98 | 1.83 | 2.87 | 2.22 | 0.32 | 3.15 | 3.20 | 2.28 | 1.57 | 0.81 | 2.76 | 1.80 | 3.27 | 3.80 | 2.50 | 2.69 | 1.93 | 2.51 | 1.98 | 3.00 | 4.89 |
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 |
|---|---|---|---|---|
| MARYLAND COLLEGE INVESTMENT PLAN Tactical Asset Allocation Moderate |
-0.88%
Mar 2017 – Mar 2020 |
1.08%
Mar 2015 – Mar 2020 |
3.92%
Dec 2001 – Dec 2011 |
4.41%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARYLAND COLLEGE INVESTMENT PLAN Tactical Asset Allocation Moderate |
13.24%
Dec 2018 – Dec 2021 |
11.65%
Mar 2020 – Mar 2025 |
8.05%
Dec 2011 – Dec 2021 |
7.06%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart