Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Tactical Asset Allocation Moderate | NA | 5.37% | 4.26% | 10.67% | 6.94% | 7.32% | 9.00% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving 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 (%) | -1.55 | 5.37 | 4.26 | 10.67 | 6.94 | 7.32 | 9.00 | … | … | 3.32 | 14.75 | 13.37 | -13.82 | 15.08 | 14.93 | 19.45 | -2.90 | 10.35 | 11.02 | -3.23 | 7.30 | 20.82 | 10.50 | -4.74 | 7.69 | 17.25 | 10.74 | 11.49 | 18.63 | 11.48 | 14.38 | 26.54 | -2.78 | -0.19 |
| Sharpe Ratio | NA | 0.72 | 0.50 | 0.67 | 0.54 | NA | NA | … | … | 0.17 | 1.34 | 1.18 | -1.07 | 1.54 | 0.70 | 2.10 | -0.44 | 2.01 | 0.97 | -0.35 | 0.93 | 2.59 | 1.18 | -0.32 | 0.54 | 0.73 | 0.97 | 0.63 | 1.63 | 1.35 | 1.50 | 2.78 | -0.53 | -0.21 |
| Standard Deviation(%) | NA | 10.20 | 10.11 | 10.81 | 11.44 | NA | NA | … | … | 11.62 | 8.30 | 8.26 | 14.26 | 9.77 | 20.87 | 8.55 | 9.82 | 4.81 | 11.16 | 9.25 | 7.87 | 8.02 | 8.87 | 14.67 | 13.96 | 23.62 | 10.09 | 13.15 | 9.34 | 6.84 | 8.94 | 9.27 | 7.42 | 12.35 |
| Draw Down(%) | NA | 12.08 | 12.08 | 17.90 | 22.22 | NA | NA | … | … | 10.71 | 5.52 | 6.07 | 17.90 | 3.77 | 22.22 | 4.99 | 12.04 | 2.14 | 8.31 | 9.17 | 5.14 | 3.86 | 6.21 | 15.08 | 11.90 | 24.65 | 4.96 | 9.00 | 11.10 | 5.03 | 7.26 | 8.73 | 8.24 | 15.28 |
| Yield(%) | NA | 3.04 | 2.37 | 1.88 | 1.73 | NA | NA | … | … | NA | 2.17 | 2.74 | 1.64 | 0.79 | 1.15 | 1.98 | 1.64 | 1.92 | 1.52 | 0.90 | 0.70 | 0.90 | 1.83 | 1.36 | 1.19 | 1.62 | 1.23 | 2.99 | 2.89 | 2.22 | 1.91 | 2.54 | 1.87 | 1.26 |
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 |
|---|---|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Tactical Asset Allocat |
2.44%
Apr 2021 – Apr 2024 |
3.33%
Mar 2015 – Mar 2020 |
5.68%
Mar 2010 – Mar 2020 |
7.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Tactical Asset Allocat |
21.32%
Mar 2003 – Mar 2006 |
17.27%
Mar 2003 – Mar 2008 |
13.44%
Mar 2003 – Mar 2013 |
11.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart