Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Vanguard New York 529 College Savings Program Direct Plan Strategic Asset Allocation – Optimal Moderate | NA | 7.91% | 4.53% | 10.76% | 7.28% | 7.92% | 7.16% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Vanguard New York 529 College Savings Program Direct 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 (%) | -0.55 | 7.91 | 4.53 | 10.76 | 7.28 | 7.92 | 7.16 | … | … | 2.25 | 13.09 | 10.99 | -14.92 | 13.21 | 21.17 | 21.01 | -3.22 | 9.78 | 9.27 | -0.44 | 6.36 | 14.61 | 12.01 | 1.56 | 14.24 | 19.30 | -24.36 | 8.36 | 13.33 | 8.47 | 13.08 | 20.81 | -8.89 | 0.09 |
| Sharpe Ratio | NA | 0.51 | 0.35 | 0.52 | 0.55 | NA | NA | … | … | 0.09 | 1.13 | 0.82 | -1.00 | 1.37 | 1.03 | 2.74 | -0.45 | 1.90 | 1.52 | -0.08 | 1.06 | 1.95 | 1.56 | 0.11 | 1.14 | 1.21 | -1.17 | 0.54 | 1.38 | 0.86 | 1.71 | 2.67 | -0.82 | -0.20 |
| Standard Deviation(%) | NA | 9.87 | 10.98 | 11.43 | 11.02 | NA | NA | … | … | 11.20 | 8.37 | 8.95 | 16.28 | 9.62 | 20.30 | 7.14 | 10.30 | 4.79 | 5.94 | 6.16 | 5.96 | 7.48 | 7.66 | 14.27 | 12.39 | 15.91 | 21.60 | 9.56 | 7.16 | 7.21 | 7.08 | 7.53 | 12.19 | 11.79 |
| Draw Down(%) | NA | 10.44 | 13.22 | 22.49 | 22.68 | NA | NA | … | … | 9.04 | 4.95 | 7.83 | 20.77 | 5.42 | 22.68 | 3.20 | 11.86 | 2.17 | 4.29 | 6.15 | 4.39 | 6.36 | 6.10 | 12.41 | 9.64 | 17.23 | 35.07 | 6.61 | 6.74 | 4.66 | 5.92 | 6.27 | 18.36 | 14.37 |
| Yield(%) | NA | 2.83 | 2.40 | 2.12 | 1.77 | NA | NA | … | … | NA | 1.01 | 2.25 | 2.03 | 1.88 | 1.48 | 2.23 | 1.58 | 0.42 | 2.17 | 1.12 | 1.62 | 2.58 | 3.04 | 2.40 | 2.24 | 2.69 | 3.13 | 3.34 | 3.07 | 2.82 | 3.09 | 2.35 | 2.97 | 4.34 |
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 Vanguard New York 529 College Savings Program Direct Plan Strategic Asset Allocation – Optimal M |
-7.45%
Feb 2006 – Feb 2009 |
-0.61%
Feb 2004 – Feb 2009 |
4.90%
May 2007 – May 2017 |
5.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Vanguard New York 529 College Savings Program Direct Plan Strategic Asset Allocation – Optimal M |
18.83%
Feb 2009 – Feb 2012 |
15.69%
Feb 2009 – Feb 2014 |
10.42%
Sep 2011 – Sep 2021 |
9.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart