Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Missouri 529 College Savings Plan (Advisor) Strategic Asset Allocation – Optimal Moderate | NA | 1.61% | 2.97% | 7.75% | 4.13% | 5.36% | 5.33% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Missouri 529 College Savings Plan (Advisor) 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 (%) | -2.26 | 1.61 | 2.97 | 7.75 | 4.13 | 5.36 | 5.33 | … | … | 3.31 | 7.53 | 6.74 | -5.65 | 5.53 | 15.40 | 17.04 | -8.78 | 6.40 | 1.59 | 1.42 | 4.93 | 15.64 | 12.94 | -0.04 | 8.58 | 22.79 | -25.08 | 13.62 | 12.04 | 6.55 | 12.53 | 20.87 | -8.27 | -2.23 |
| Sharpe Ratio | NA | 0.28 | 0.22 | 0.47 | 0.32 | NA | NA | … | … | 0.14 | 0.48 | 0.43 | -0.98 | 0.54 | 0.86 | 2.35 | -1.03 | 1.06 | 0.16 | 0.17 | 0.74 | 2.18 | 1.55 | -0.01 | 0.89 | 1.51 | -1.29 | 1.15 | 1.19 | 0.80 | 1.60 | 2.85 | -0.90 | -0.48 |
| Standard Deviation(%) | NA | 11.38 | 8.78 | 9.30 | 9.80 | NA | NA | … | … | 14.02 | 8.17 | 7.24 | 7.21 | 10.15 | 17.58 | 6.62 | 9.90 | 5.39 | 8.57 | 8.41 | 6.64 | 7.16 | 8.30 | 12.73 | 9.52 | 15.07 | 20.13 | 9.13 | 7.23 | 5.34 | 7.21 | 7.07 | 10.42 | 9.79 |
| Draw Down(%) | NA | 12.15 | 12.15 | 12.15 | 20.30 | NA | NA | … | … | 12.01 | 5.30 | 7.97 | 10.99 | 5.52 | 20.30 | 3.25 | 15.98 | 4.81 | 8.80 | 7.49 | 6.44 | 6.02 | 6.50 | 12.25 | 8.54 | 14.83 | 34.64 | 5.70 | 7.22 | 3.84 | 5.98 | 6.14 | 17.34 | 12.77 |
| Yield(%) | NA | 4.27 | 5.01 | 4.69 | 4.33 | NA | NA | … | … | NA | 0.55 | 4.22 | 2.46 | 7.95 | 5.65 | 2.93 | 7.60 | 0.23 | 3.30 | 6.21 | 2.70 | 2.11 | 3.10 | 3.00 | 2.87 | 2.12 | 5.08 | 5.96 | 6.27 | 5.01 | 3.70 | 2.77 | 3.59 | 3.54 |
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 |
|---|---|---|---|---|
| The Missouri 529 College Savings Plan (Advisor) Strategic Asset Allocation – Optimal Moderate |
-5.80%
Feb 2006 – Feb 2009 |
-0.16%
Feb 2004 – Feb 2009 |
3.42%
Oct 2013 – Oct 2023 |
3.91%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Missouri 529 College Savings Plan (Advisor) Strategic Asset Allocation – Optimal Moderate |
16.86%
Feb 2009 – Feb 2012 |
14.46%
Feb 2009 – Feb 2014 |
8.35%
Mar 2003 – Mar 2013 |
7.52%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart