Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Upromise Nevada College Fund 529 Plan Strategic Asset Allocation – Optimal Moderate | NA | 7.11% | 5.97% | 11.08% | 8.46% | 9.23% | 8.07% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Upromise Nevada College Fund 529 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 (%) | -1.95 | 7.11 | 5.97 | 11.08 | 8.46 | 9.23 | 8.07 | … | … | 2.00 | 17.65 | 23.49 | -20.98 | 15.80 | 20.19 | 23.76 | -3.15 | 14.75 | 6.68 | 1.46 | 10.64 | 18.22 | 11.52 | 3.86 | 12.16 | 21.05 | -20.12 | 8.16 | 9.13 | 4.02 | 7.16 | 17.39 | -9.90 | -2.73 |
| Sharpe Ratio | NA | 0.60 | 0.63 | 0.60 | 0.65 | NA | NA | … | … | 0.04 | 1.43 | 2.00 | -1.29 | 1.68 | 1.02 | 2.86 | -0.42 | 3.35 | 0.84 | 0.16 | 1.54 | 2.56 | 1.51 | 0.29 | 1.18 | 1.43 | -1.05 | 0.55 | 0.86 | 0.28 | 0.86 | 1.72 | -0.92 | -0.40 |
| Standard Deviation(%) | NA | 13.41 | 12.76 | 12.62 | 11.82 | NA | NA | … | … | 16.72 | 9.79 | 9.90 | 17.42 | 9.37 | 19.51 | 7.78 | 10.84 | 4.21 | 7.66 | 8.88 | 6.91 | 7.10 | 7.61 | 13.10 | 10.26 | 14.62 | 20.07 | 9.10 | 6.63 | 6.34 | 7.15 | 9.67 | 12.00 | 12.74 |
| Draw Down(%) | NA | 12.79 | 14.42 | 24.55 | 24.55 | NA | NA | … | … | 12.59 | 5.95 | 8.24 | 24.22 | 4.72 | 20.58 | 3.76 | 12.69 | 1.69 | 5.80 | 7.05 | 4.12 | 5.13 | 5.40 | 10.06 | 8.81 | 15.07 | 28.77 | 5.19 | 4.72 | 4.25 | 5.68 | 6.60 | 16.30 | 16.51 |
| Yield(%) | NA | 2.41 | 1.77 | 1.74 | 1.69 | NA | NA | … | … | NA | 0.84 | 2.08 | 1.26 | 1.33 | 1.51 | 2.21 | 1.20 | 0.47 | 2.39 | 1.97 | 2.20 | 2.13 | 2.50 | 2.18 | 2.48 | 2.86 | 2.76 | 2.93 | 2.80 | 2.58 | 2.77 | 2.73 | 3.14 | 2.95 |
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 Upromise Nevada College Fund 529 Plan Strategic Asset Allocation – Optimal Moderate |
-5.58%
Feb 2006 – Feb 2009 |
-1.49%
Feb 2004 – Feb 2009 |
4.44%
Feb 2001 – Feb 2011 |
5.52%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Upromise Nevada College Fund 529 Plan Strategic Asset Allocation – Optimal Moderate |
19.87%
Dec 2018 – Dec 2021 |
15.86%
Feb 2009 – Feb 2014 |
11.73%
Sep 2011 – Sep 2021 |
11.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart