Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HI529 Hawaii College Savings Program Strategic Asset Allocation – Optimal Moderate | NA | 7.32% | 7.30% | 12.74% | 8.43% | 8.59% | 6.97% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HI529 Hawaii College Savings Program 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 (%) | -2.33 | 7.32 | 7.30 | 12.74 | 8.43 | 8.59 | 6.97 | … | … | 1.65 | 19.90 | 12.61 | -6.11 | 10.86 | 19.88 | 19.05 | -1.63 | 11.28 | 7.26 | 0.09 | 7.18 | 18.88 | 9.18 | 3.48 | 9.59 | 13.95 | -20.44 | 5.03 | 8.58 | 3.52 | 8.07 | 18.66 | -10.00 | -2.16 |
| Sharpe Ratio | NA | 0.67 | 0.66 | 0.83 | 0.68 | NA | NA | … | … | 0.02 | 1.71 | 1.12 | -0.65 | 1.28 | 0.92 | 2.34 | -0.28 | 2.42 | 0.90 | 0.01 | 1.10 | 2.77 | 1.20 | 0.26 | 0.84 | 0.91 | -1.01 | 0.20 | 0.82 | 0.20 | 1.09 | 1.69 | -0.82 | -0.43 |
| Standard Deviation(%) | NA | 13.55 | 11.08 | 10.93 | 11.20 | NA | NA | … | … | 17.13 | 9.54 | 8.00 | 11.63 | 8.48 | 21.28 | 7.50 | 10.84 | 4.40 | 7.84 | 9.22 | 6.54 | 6.81 | 7.59 | 13.44 | 11.35 | 15.29 | 21.29 | 9.40 | 6.31 | 6.24 | 6.48 | 10.59 | 13.62 | 10.63 |
| Draw Down(%) | NA | 13.02 | 13.02 | 13.02 | 21.16 | NA | NA | … | … | 13.02 | 6.79 | 6.12 | 11.73 | 5.05 | 21.16 | 3.65 | 12.46 | 1.62 | 6.94 | 7.24 | 4.50 | 3.48 | 5.67 | 10.61 | 10.48 | 17.20 | 28.31 | 5.75 | 5.12 | 4.17 | 4.15 | 7.84 | 17.45 | 13.04 |
| Yield(%) | NA | 2.38 | 2.39 | 2.13 | 1.84 | NA | NA | … | … | NA | 0.81 | 2.57 | 3.16 | 0.76 | 1.14 | 2.43 | 1.14 | 0.75 | 2.34 | 1.05 | 2.46 | 2.49 | 1.45 | 0.96 | 1.07 | 1.45 | 1.82 | 3.97 | 3.72 | 1.73 | 3.00 | 1.72 | 1.23 | 2.51 |
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 |
|---|---|---|---|---|
| HI529 Hawaii College Savings Program Strategic Asset Allocation – Optimal Moderate |
-7.71%
Feb 2006 – Feb 2009 |
-2.61%
Feb 2004 – Feb 2009 |
3.21%
Sep 2001 – Sep 2011 |
4.26%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HI529 Hawaii College Savings Program Strategic Asset Allocation – Optimal Moderate |
16.52%
Dec 2018 – Dec 2021 |
13.83%
Feb 2009 – Feb 2014 |
10.46%
Sep 2011 – Sep 2021 |
10.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart