Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| South Dakota CollegeAccess 529 Strategic Asset Allocation – Optimal Moderate | NA | 1.39% | 2.06% | 5.52% | 3.53% | 4.87% | 4.95% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| South Dakota CollegeAccess 529 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 (%) | -2.05 | 1.39 | 2.06 | 5.52 | 3.53 | 4.87 | 4.95 | … | … | 6.48 | 3.03 | 16.45 | -18.13 | 6.21 | 3.51 | 17.84 | -8.38 | 18.02 | 4.41 | 0.79 | 3.53 | 10.81 | 13.43 | -0.95 | 14.82 | 25.27 | -27.11 | 8.96 | 14.42 | 8.91 | 16.65 | 26.31 | 2.79 | 15.73 |
| Sharpe Ratio | NA | 0.49 | 0.24 | 0.28 | 0.24 | NA | NA | … | … | 0.36 | -0.06 | 1.21 | -1.30 | 0.68 | 0.17 | 2.00 | -0.96 | 3.40 | 0.53 | 0.08 | 0.38 | 1.49 | 1.74 | -0.06 | 1.32 | 1.58 | -1.26 | 0.67 | 1.57 | 1.14 | 2.01 | 3.02 | 0.14 | 1.45 |
| Standard Deviation(%) | NA | 11.65 | 11.88 | 11.40 | 11.33 | NA | NA | … | … | 14.44 | 9.22 | 10.60 | 15.10 | 9.16 | 19.14 | 8.19 | 10.17 | 5.11 | 7.93 | 9.08 | 9.30 | 7.23 | 7.71 | 15.22 | 11.13 | 15.98 | 22.30 | 8.71 | 7.02 | 5.82 | 7.81 | 8.46 | 11.60 | 9.16 |
| Draw Down(%) | NA | 11.20 | 14.08 | 25.43 | 28.34 | NA | NA | … | … | 11.11 | 5.66 | 11.11 | 24.46 | 5.73 | 28.34 | 4.12 | 15.01 | 2.07 | 8.15 | 8.84 | 7.36 | 8.12 | 5.85 | 15.08 | 8.83 | 19.33 | 39.55 | 6.93 | 7.14 | 3.93 | 6.86 | 8.21 | 16.71 | 10.26 |
| Yield(%) | NA | 7.59 | 6.10 | 5.24 | 5.39 | NA | NA | … | … | NA | 0.83 | 7.42 | 5.78 | 3.87 | 4.41 | 3.25 | 4.97 | 6.17 | 3.06 | 5.37 | 9.27 | 3.34 | 4.18 | 3.77 | 3.72 | 8.59 | 6.71 | 5.46 | 5.54 | 5.97 | 5.02 | 4.54 | 6.27 | 6.87 |
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 |
|---|---|---|---|---|
| South Dakota CollegeAccess 529 Strategic Asset Allocation – Optimal Moderate |
-7.78%
Feb 2006 – Feb 2009 |
-1.53%
Sep 2017 – Sep 2022 |
2.56%
Oct 2013 – Oct 2023 |
2.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| South Dakota CollegeAccess 529 Strategic Asset Allocation – Optimal Moderate |
19.76%
Mar 2003 – Mar 2006 |
15.72%
Sep 2002 – Sep 2007 |
9.97%
Feb 2009 – Feb 2019 |
8.70%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart