Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Missouri 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 5.00% | 4.88% | 10.05% | 5.58% | 6.40% | 5.70% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Missouri 529 College Savings Plan 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 (%) | -2.33 | 5.00 | 4.88 | 10.05 | 5.58 | 6.40 | 5.70 | … | … | 4.77 | 14.15 | 14.32 | -13.85 | 13.61 | 14.06 | 17.68 | -6.11 | 8.32 | 2.04 | 0.50 | 4.44 | 12.34 | 12.13 | 1.69 | 11.36 | 18.74 | -25.98 | 9.11 | 9.62 | 9.47 | 14.26 | 24.85 | -7.13 | -4.42 |
| Sharpe Ratio | NA | 0.68 | 0.51 | 0.66 | 0.45 | NA | NA | … | … | 0.23 | 1.15 | 1.32 | -1.13 | 1.46 | 0.76 | 2.46 | -0.66 | 1.42 | 0.21 | 0.05 | 0.62 | 1.60 | 1.47 | 0.11 | 0.94 | 1.17 | -1.19 | 0.59 | 0.76 | 0.99 | 1.67 | 2.95 | -0.84 | -0.66 |
| Standard Deviation(%) | NA | 12.34 | 11.15 | 10.78 | 10.94 | NA | NA | … | … | 15.40 | 9.16 | 8.09 | 13.53 | 9.28 | 18.29 | 6.60 | 11.43 | 5.40 | 8.78 | 9.35 | 7.18 | 7.71 | 8.22 | 15.51 | 12.04 | 15.99 | 22.69 | 10.04 | 8.20 | 7.29 | 7.94 | 8.18 | 9.86 | 10.36 |
| Draw Down(%) | NA | 12.55 | 12.55 | 20.09 | 20.77 | NA | NA | … | … | 12.55 | 5.72 | 7.16 | 19.50 | 5.02 | 20.77 | 2.93 | 13.30 | 4.26 | 7.55 | 8.49 | 6.19 | 6.62 | 6.28 | 13.59 | 8.63 | 15.51 | 35.89 | 6.03 | 9.04 | 4.61 | 7.89 | 6.01 | 13.71 | 15.44 |
| Yield(%) | NA | 3.41 | 6.26 | 5.07 | 4.05 | NA | NA | … | … | NA | 0.62 | 3.35 | 4.62 | 10.46 | 5.37 | 1.07 | 5.98 | 0.17 | 1.73 | 4.78 | 2.65 | 0.65 | 1.72 | 1.26 | 1.25 | 1.09 | 5.52 | 6.22 | 2.75 | 5.23 | 4.06 | 1.94 | 0.72 | 1.37 |
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 Missouri 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate |
-8.61%
Feb 2006 – Feb 2009 |
-0.90%
Feb 2004 – Feb 2009 |
3.79%
Oct 2007 – Oct 2017 |
3.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Missouri 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate |
18.94%
Mar 2003 – Mar 2006 |
14.08%
Oct 2002 – Oct 2007 |
8.35%
Mar 2003 – Mar 2013 |
8.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart