Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Virginia 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 2.12% | 4.15% | 8.68% | 5.31% | 6.03% | 5.87% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Virginia 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 (%) | -1.37 | 2.12 | 4.15 | 8.68 | 5.31 | 6.03 | 5.87 | … | … | 6.11 | 7.17 | 14.38 | -14.92 | 8.58 | 19.40 | 18.12 | -7.44 | 10.67 | 4.32 | -0.63 | 2.82 | 16.87 | 12.69 | -3.18 | 11.29 | 19.94 | -25.78 | 13.79 | 14.20 | 8.24 | 9.12 | 16.80 | -9.63 | 7.65 |
| Sharpe Ratio | NA | 0.41 | 0.46 | 0.53 | 0.44 | NA | NA | … | … | 0.40 | 0.44 | 1.45 | -1.30 | 0.89 | 1.12 | 2.47 | -0.91 | 2.28 | 0.52 | -0.08 | 0.42 | 2.68 | 1.73 | -0.24 | 1.08 | 1.60 | -1.42 | 1.08 | 1.55 | 1.05 | 1.24 | 2.37 | -1.12 | 1.63 |
| Standard Deviation(%) | NA | 10.23 | 9.60 | 9.96 | 9.96 | NA | NA | … | … | 12.07 | 8.08 | 7.39 | 12.56 | 9.61 | 17.07 | 6.73 | 9.73 | 4.40 | 7.93 | 7.96 | 6.69 | 6.29 | 7.30 | 13.23 | 10.39 | 12.37 | 18.84 | 9.82 | 6.94 | 5.72 | 6.54 | 6.80 | 9.59 | 3.20 |
| Draw Down(%) | NA | 10.61 | 11.20 | 21.21 | 21.21 | NA | NA | … | … | 8.96 | 5.45 | 6.92 | 21.11 | 6.43 | 19.35 | 3.40 | 14.28 | 3.09 | 6.56 | 8.34 | 5.20 | 5.11 | 5.76 | 13.53 | 8.70 | 12.56 | 34.19 | 7.87 | 8.51 | 4.60 | 7.11 | 6.79 | 16.33 | 1.89 |
| Yield(%) | NA | 3.90 | 5.08 | 4.40 | 3.75 | NA | NA | … | … | NA | 0.71 | 3.89 | 2.88 | 7.67 | 3.20 | 4.00 | 4.69 | 0.35 | 1.66 | 4.47 | 4.61 | 3.78 | 2.75 | 2.43 | 1.92 | 2.77 | 2.11 | 8.20 | 5.34 | 4.34 | 3.00 | 2.60 | 2.99 | 6.54 |
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 |
|---|---|---|---|---|
| Virginia 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate |
-5.28%
Feb 2006 – Feb 2009 |
0.44%
Feb 2004 – Feb 2009 |
3.90%
Oct 2007 – Oct 2017 |
3.48%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Virginia 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate |
15.45%
Oct 2004 – Oct 2007 |
13.56%
Feb 2009 – Feb 2014 |
8.27%
Sep 2011 – Sep 2021 |
7.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart