Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN Strategic Asset Allocation – Optimal Moderate | NA | 5.35% | 3.90% | 9.28% | 6.86% | 7.95% | 6.60% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE Learning Quest KANSAA`S 529 COLLEGE SAVING 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 (%) | -1.60 | 5.35 | 3.90 | 9.28 | 6.86 | 7.95 | 6.60 | … | … | 0.85 | 15.05 | 14.90 | -16.76 | 15.14 | 12.30 | 21.20 | -5.21 | 11.38 | 7.02 | 3.51 | 8.97 | 18.56 | 11.35 | 4.75 | 10.01 | 14.03 | -22.06 | 6.27 | 10.48 | 4.70 | 9.13 | 18.73 | -8.83 | -2.24 |
| Sharpe Ratio | NA | 0.52 | 0.02 | 0.04 | 0.05 | NA | NA | … | … | -0.03 | 1.50 | 0.03 | -1.25 | 1.77 | 0.67 | 2.76 | -0.67 | 2.63 | 0.90 | 0.35 | 1.35 | 2.64 | 1.53 | 0.35 | 0.92 | 1.00 | -1.09 | 0.32 | 1.08 | 0.37 | 1.16 | 1.90 | -0.83 | -0.39 |
| Standard Deviation(%) | NA | 10.40 | 198.34 | 153.63 | 108.77 | NA | NA | … | … | 12.94 | 7.64 | 344.30 | 14.56 | 8.53 | 17.97 | 7.16 | 9.85 | 4.08 | 7.60 | 9.80 | 6.65 | 7.03 | 7.39 | 13.53 | 10.79 | 13.91 | 21.10 | 9.67 | 6.57 | 6.57 | 7.04 | 9.49 | 12.07 | 11.87 |
| Draw Down(%) | NA | 12.68 | 91.12 | 91.12 | 91.12 | NA | NA | … | … | 12.12 | 4.69 | 91.12 | 20.81 | 3.32 | 21.24 | 3.51 | 12.64 | 1.37 | 5.77 | 7.62 | 3.95 | 4.64 | 5.43 | 10.67 | 9.30 | 14.84 | 29.79 | 6.15 | 4.72 | 4.26 | 5.36 | 6.97 | 15.55 | 15.31 |
| Yield(%) | NA | 2.46 | 3.35 | 3.93 | 4.18 | NA | NA | … | … | NA | 0.60 | 2.65 | 2.99 | 3.95 | 5.01 | 5.26 | 4.00 | 0.49 | 1.94 | 10.47 | 5.04 | 3.55 | 2.66 | 2.50 | 1.96 | 2.03 | 2.01 | 4.01 | 3.79 | 2.83 | 2.71 | 2.83 | 3.23 | 3.11 |
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 Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN Strategic Asset Allocation – Optimal Moderate |
-6.72%
Feb 2006 – Feb 2009 |
-1.71%
Feb 2004 – Feb 2009 |
3.80%
Feb 2001 – Feb 2011 |
5.15%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN Strategic Asset Allocation – Optimal Moderate |
16.16%
Dec 2018 – Dec 2021 |
14.10%
Feb 2009 – Feb 2014 |
10.52%
Sep 2011 – Sep 2021 |
9.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart