Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TD AMERITRADE Nebraska 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 6.28% | 2.47% | 25.68% | 12.03% | 9.89% | 8.83% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TD AMERITRADE Nebraska 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 (%) | -1.32 | 6.28 | 2.47 | 25.68 | 12.03 | 9.89 | 8.83 | … | … | 4.68 | 9.56 | 10.20 | -16.51 | 11.52 | 140.39 | 10.78 | -4.84 | 9.89 | 4.88 | -4.74 | 2.61 | 7.37 | 11.43 | -3.22 | 14.78 | 35.29 | -23.51 | 7.23 | 5.15 | 6.40 | 11.42 | 23.31 | -0.99 | 8.10 |
| Sharpe Ratio | NA | 0.61 | 0.27 | 0.43 | 0.44 | NA | NA | … | … | 0.27 | 0.77 | 0.75 | -1.30 | 1.33 | 1.87 | 1.05 | -0.65 | 1.74 | 0.48 | -0.48 | 0.36 | 0.89 | 1.33 | -0.19 | 0.98 | 1.82 | -1.09 | 0.38 | 0.20 | 0.57 | 1.08 | 2.70 | -0.21 | 0.74 |
| Standard Deviation(%) | NA | 9.88 | 10.19 | 10.39 | 25.38 | NA | NA | … | … | 12.42 | 7.74 | 8.77 | 13.74 | 8.63 | 74.76 | 8.85 | 9.55 | 5.31 | 9.65 | 9.84 | 7.14 | 8.26 | 8.53 | 17.26 | 14.92 | 19.34 | 22.47 | 10.78 | 8.85 | 7.21 | 9.68 | 8.37 | 10.26 | 7.70 |
| Draw Down(%) | NA | 9.18 | 12.23 | 22.73 | 22.73 | NA | NA | … | … | 8.96 | 4.11 | 8.57 | 22.00 | 4.11 | 21.84 | 7.66 | 11.51 | 2.36 | 8.26 | 11.79 | 5.82 | 8.56 | 6.74 | 17.07 | 10.39 | 13.77 | 34.10 | 5.95 | 5.86 | 4.74 | 8.68 | 4.62 | 13.33 | 7.48 |
| Yield(%) | NA | 3.47 | 3.57 | 3.10 | 2.71 | NA | NA | … | … | NA | 0.82 | 2.94 | 4.04 | 2.55 | 3.81 | 2.85 | 3.26 | 0.48 | 2.83 | 2.93 | 2.28 | 2.91 | 3.75 | 2.62 | 4.23 | 2.81 | 4.39 | 4.16 | 2.53 | 3.29 | 4.17 | 2.76 | 3.82 | 6.01 |
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 |
|---|---|---|---|---|
| TD AMERITRADE Nebraska 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate |
-8.33%
Feb 2006 – Feb 2009 |
-2.07%
Feb 2004 – Feb 2009 |
2.76%
Mar 2010 – Mar 2020 |
3.73%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD AMERITRADE Nebraska 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate |
43.74%
Dec 2018 – Dec 2021 |
25.73%
Jun 2016 – Jun 2021 |
14.64%
Sep 2011 – Sep 2021 |
12.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart