Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Maine NextGen College Investing Plan – Direct Series Strategic Asset Allocation – Optimal Moderate | NA | 4.98% | 2.73% | 8.12% | 5.87% | 6.39% | 5.76% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Maine NextGen College Investing Plan – Direct Series 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 (%) | -0.80 | 4.98 | 2.73 | 8.12 | 5.87 | 6.39 | 5.76 | … | … | 3.41 | 9.55 | 13.79 | -19.48 | 13.63 | 14.83 | 18.47 | -5.01 | 9.27 | 4.59 | 7.21 | 3.30 | 11.35 | 12.06 | 1.74 | 11.84 | 22.47 | -23.33 | 6.58 | 10.73 | 3.53 | 7.17 | 17.63 | -12.77 | -4.88 |
| Sharpe Ratio | NA | 0.53 | 0.32 | 0.45 | 0.51 | NA | NA | … | … | 0.18 | 0.81 | 1.23 | -1.53 | 1.71 | 0.95 | 3.12 | -0.78 | 2.09 | 0.65 | 0.71 | 0.37 | 1.12 | 1.44 | 0.14 | 1.12 | 1.52 | -1.40 | 0.38 | 1.10 | 0.20 | 0.89 | 1.69 | -1.03 | -0.60 |
| Standard Deviation(%) | NA | 9.56 | 9.78 | 10.09 | 9.58 | NA | NA | … | … | 11.75 | 7.29 | 8.24 | 13.62 | 7.97 | 15.29 | 5.44 | 8.19 | 4.12 | 6.71 | 10.14 | 8.87 | 10.08 | 8.34 | 11.96 | 10.53 | 14.69 | 17.33 | 8.93 | 6.66 | 6.29 | 6.98 | 10.01 | 13.48 | 12.16 |
| Draw Down(%) | NA | 9.19 | 12.21 | 24.09 | 24.09 | NA | NA | … | … | 9.19 | 4.13 | 7.56 | 24.09 | 3.57 | 20.53 | 2.02 | 10.62 | 2.33 | 6.12 | 4.63 | 5.57 | 6.55 | 6.44 | 12.29 | 9.16 | 16.47 | 29.78 | 5.45 | 4.34 | 4.25 | 5.00 | 8.19 | 18.82 | 17.39 |
| Yield(%) | NA | 4.67 | 4.14 | 3.98 | 4.73 | NA | NA | … | … | NA | 0.00 | 4.91 | 2.34 | 5.32 | 4.43 | 3.00 | 4.36 | 0.00 | 1.05 | 16.74 | 5.59 | 1.66 | 3.75 | 5.36 | 2.80 | 3.09 | 3.38 | 4.23 | 2.75 | 2.48 | 1.59 | 1.06 | 1.18 | 1.41 |
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 Maine NextGen College Investing Plan – Direct Series Strategic Asset Allocation – Optimal Modera |
-7.06%
Feb 2006 – Feb 2009 |
-2.42%
Feb 2004 – Feb 2009 |
3.57%
Feb 2001 – Feb 2011 |
4.21%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Maine NextGen College Investing Plan – Direct Series Strategic Asset Allocation – Optimal Modera |
18.05%
Feb 2009 – Feb 2012 |
14.02%
Feb 2009 – Feb 2014 |
9.41%
Feb 2009 – Feb 2019 |
8.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart