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 Strategic Asset Allocation – Optimal Moderate | NA | -5.32% | 1.49% | 8.03% | 5.78% | 7.28% | 6.29% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -3.10 | -5.32 | 1.49 | 8.03 | 5.78 | 7.28 | 6.29 | … | … | 0.65 | 4.84 | 12.22 | -12.12 | 6.08 | 25.88 | 22.77 | -6.96 | 9.34 | 4.79 | 4.62 | 7.60 | 17.84 | 10.93 | 0.85 | 17.72 | 26.97 | -28.64 | 8.13 | 6.46 | 7.08 | 13.18 | 24.19 | -5.87 | 7.60 |
| Sharpe Ratio | NA | -0.29 | 0.14 | 0.34 | 0.43 | NA | NA | … | … | -0.04 | 0.14 | 1.05 | -0.99 | 0.54 | 1.39 | 2.60 | -0.75 | 1.79 | 0.53 | 0.49 | 1.15 | 2.41 | 1.15 | 0.05 | 1.37 | 1.82 | -1.41 | 0.50 | 0.30 | 0.57 | 1.13 | 2.53 | -0.60 | 1.04 |
| Standard Deviation(%) | NA | 12.41 | 11.07 | 11.45 | 11.22 | NA | NA | … | … | 16.07 | 8.48 | 8.17 | 13.71 | 11.30 | 18.39 | 8.21 | 11.08 | 4.86 | 8.65 | 9.44 | 6.58 | 7.39 | 9.44 | 16.21 | 12.84 | 14.75 | 21.00 | 9.93 | 10.22 | 8.42 | 10.83 | 9.28 | 11.74 | 4.98 |
| Draw Down(%) | NA | 17.84 | 17.84 | 19.98 | 21.42 | NA | NA | … | … | 14.59 | 7.39 | 8.27 | 19.70 | 7.98 | 21.42 | 3.75 | 16.08 | 3.18 | 9.05 | 7.31 | 4.48 | 5.19 | 7.67 | 15.70 | 11.07 | 11.75 | 37.79 | 5.74 | 11.11 | 5.61 | 6.96 | 8.11 | 18.22 | 3.34 |
| Yield(%) | NA | 3.10 | 4.92 | 5.12 | 5.03 | NA | NA | … | … | NA | 0.57 | 2.86 | 4.84 | 6.18 | 6.75 | 4.63 | 7.08 | 0.24 | 4.31 | 7.72 | 5.83 | 2.29 | 2.69 | 2.97 | 1.88 | 3.03 | 1.88 | 6.84 | 8.04 | 8.26 | 6.46 | 3.76 | 3.60 | 6.63 |
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 Strategic Asset Allocation – |
-9.73%
Feb 2006 – Feb 2009 |
-2.32%
Feb 2004 – Feb 2009 |
5.10%
Sep 2001 – Sep 2011 |
5.41%
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 Strategic Asset Allocation – |
20.67%
Feb 2009 – Feb 2012 |
16.54%
Feb 2009 – Feb 2014 |
10.96%
Feb 2009 – Feb 2019 |
10.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart