Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Maine NextGen College Investing Plan – Select Series Strategic Asset Allocation – Optimal Moderate | NA | 2.89% | 3.51% | 8.22% | 3.80% | 5.38% | 5.51% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Maine NextGen College Investing Plan – Select Series 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 (%) | -1.62 | 2.89 | 3.51 | 8.22 | 3.80 | 5.38 | 5.51 | … | … | 4.78 | 7.18 | 13.05 | -12.19 | 6.52 | 14.05 | 19.88 | -6.02 | -1.56 | 5.41 | -0.43 | 4.30 | 16.09 | 12.51 | -0.98 | 14.24 | 24.46 | -25.41 | 11.35 | 14.36 | 6.84 | 15.38 | 25.25 | -1.86 | 5.84 |
| Sharpe Ratio | NA | 0.36 | 0.35 | 0.45 | 0.18 | NA | NA | … | … | 0.25 | 0.45 | 1.00 | -0.97 | 0.74 | 0.83 | 2.78 | -0.19 | -0.23 | 0.64 | -0.06 | 0.66 | 2.21 | 1.61 | -0.07 | 1.36 | 1.68 | -1.27 | 0.87 | 1.55 | 0.78 | 1.79 | 3.19 | -0.30 | 0.31 |
| Standard Deviation(%) | NA | 10.91 | 10.99 | 10.59 | 15.75 | NA | NA | … | … | 13.75 | 7.85 | 9.37 | 13.99 | 8.76 | 16.54 | 6.62 | 38.19 | 9.81 | 8.15 | 7.89 | 6.49 | 7.25 | 7.75 | 13.75 | 10.40 | 14.54 | 20.71 | 9.45 | 7.07 | 5.90 | 8.05 | 7.69 | 10.16 | 10.93 |
| Draw Down(%) | NA | 11.69 | 12.73 | 23.76 | 31.16 | NA | NA | … | … | 9.99 | 4.92 | 9.17 | 20.53 | 7.51 | 22.57 | 3.25 | 30.34 | 8.80 | 7.32 | 8.30 | 5.01 | 5.98 | 6.57 | 13.97 | 7.87 | 13.21 | 34.48 | 7.88 | 6.78 | 5.05 | 6.94 | 6.77 | 15.38 | 14.58 |
| Yield(%) | NA | 8.12 | 5.97 | 5.68 | 4.51 | NA | NA | … | … | NA | 0.25 | 8.62 | 5.55 | 3.31 | 4.47 | 6.27 | 5.65 | 0.34 | 2.02 | 5.82 | 3.58 | 3.31 | 4.39 | 3.48 | 2.50 | 2.59 | 4.01 | 6.09 | 6.28 | 5.84 | 3.68 | 2.93 | 3.00 | 3.32 |
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 Maine NextGen College Investing Plan – Select Series Strategic Asset Allocation – Optimal Modera |
-5.57%
Feb 2006 – Feb 2009 |
-0.43%
Mar 2015 – Mar 2020 |
2.66%
Oct 2013 – Oct 2023 |
3.21%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Maine NextGen College Investing Plan – Select Series Strategic Asset Allocation – Optimal Modera |
18.46%
Mar 2003 – Mar 2006 |
15.61%
Oct 2002 – Oct 2007 |
9.71%
Mar 2003 – Mar 2013 |
8.09%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart