Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Indiana College Choice Adivsor 529 Savings Plan Tactical Asset Allocation Moderate | NA | 19.06% | -2.82% | 2.64% | 3.15% | 3.57% | 4.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Indiana College Choice Adivsor 529 Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.04 | 19.06 | -2.82 | 2.64 | 3.15 | 3.57 | 4.11 | … | … | 0.52 | 8.77 | 7.36 | -21.52 | 7.58 | 13.22 | 9.40 | -3.42 | 11.89 | 3.25 | -0.47 | 0.45 | 11.04 | 7.95 | -4.50 | 3.93 | 9.59 | -4.43 | 9.05 | 10.11 | 3.73 | 12.11 | 10.65 | -4.29 | 4.61 |
| Sharpe Ratio | NA | 0.42 | -0.51 | -0.02 | 0.18 | NA | NA | … | … | 0.04 | 0.25 | 0.43 | -1.47 | 0.78 | 1.10 | 2.79 | -0.68 | 2.25 | 0.71 | -0.09 | 0.07 | 1.48 | 2.54 | -0.31 | 0.38 | 1.29 | -1.07 | 0.64 | 0.91 | 0.30 | 1.49 | 2.24 | -0.61 | 0.47 |
| Standard Deviation(%) | NA | 8.60 | 11.08 | 10.99 | 8.55 | NA | NA | … | … | 10.35 | 8.61 | 7.29 | 15.57 | 9.64 | 11.76 | 2.87 | 6.94 | 5.00 | 4.32 | 5.27 | 6.30 | 7.46 | 3.11 | 14.53 | 10.10 | 7.34 | 5.01 | 9.54 | 7.50 | 5.13 | 7.51 | 4.45 | 8.78 | 4.87 |
| Draw Down(%) | NA | 5.95 | 23.17 | 26.86 | 26.86 | NA | NA | … | … | 0.84 | 5.95 | 6.70 | 25.32 | 6.34 | 16.17 | 1.41 | 8.23 | 2.77 | 2.81 | 5.17 | 6.79 | 7.52 | 1.59 | 15.55 | 9.44 | 4.09 | 8.02 | 7.27 | 8.61 | 4.96 | 7.06 | 4.13 | 13.96 | 3.27 |
| Yield(%) | NA | 2.72 | 3.40 | 3.54 | 2.91 | NA | NA | … | … | NA | 0.53 | 2.71 | 2.10 | 4.86 | 4.19 | 3.53 | 2.07 | 0.07 | 2.27 | 3.59 | 3.13 | 3.42 | 2.66 | 3.31 | 6.30 | 3.15 | 2.64 | 4.85 | 5.53 | 3.77 | 2.72 | 3.73 | 3.51 | 6.65 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Indiana College Choice Adivsor 529 Savings Plan Tactical Asset Allocation Moderate |
-3.81%
Apr 2021 – Apr 2024 |
-0.22%
Jan 2018 – Jan 2023 |
1.58%
Oct 2013 – Oct 2023 |
2.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Indiana College Choice Adivsor 529 Savings Plan Tactical Asset Allocation Moderate |
11.19%
May 2004 – May 2007 |
10.08%
Oct 2002 – Oct 2007 |
6.08%
Sep 2011 – Sep 2021 |
5.77%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart