Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| the North Carolina National College Savings Program Strategic Asset Allocation – Optimal Moderate | NA | 6.05% | 4.31% | 9.12% | 6.25% | 7.10% | 6.67% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| the North Carolina National 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 (%) | -1.53 | 6.05 | 4.31 | 9.12 | 6.25 | 7.10 | 6.67 | … | … | 3.91 | 11.34 | 15.54 | -16.57 | 11.86 | 13.77 | 19.69 | -5.49 | 13.50 | 7.73 | -0.53 | 6.84 | 15.47 | 11.68 | 0.51 | 11.83 | 21.10 | -20.52 | 7.62 | 12.76 | 6.07 | 10.66 | 20.40 | -2.60 | 2.29 |
| Sharpe Ratio | NA | 0.60 | 0.45 | 0.52 | 0.51 | NA | NA | … | … | 0.19 | 0.96 | 1.39 | -1.22 | 1.48 | 0.77 | 2.80 | -0.77 | 3.24 | 0.94 | -0.07 | 1.10 | 2.18 | 1.50 | 0.04 | 1.08 | 1.33 | -1.09 | 0.46 | 1.34 | 0.64 | 1.44 | 2.50 | -0.35 | -0.03 |
| Standard Deviation(%) | NA | 10.83 | 10.78 | 10.56 | 10.28 | NA | NA | … | … | 13.55 | 8.05 | 8.56 | 14.69 | 8.02 | 17.57 | 6.50 | 8.97 | 3.96 | 7.98 | 8.34 | 6.21 | 7.08 | 7.72 | 13.44 | 10.82 | 15.76 | 19.73 | 9.68 | 6.98 | 5.95 | 6.70 | 7.87 | 10.72 | 5.06 |
| Draw Down(%) | NA | 10.41 | 13.02 | 22.54 | 22.54 | NA | NA | … | … | 10.04 | 4.46 | 8.61 | 21.93 | 3.66 | 21.42 | 3.12 | 11.94 | 1.51 | 6.04 | 8.26 | 4.79 | 5.80 | 6.39 | 12.15 | 8.75 | 17.20 | 29.88 | 5.93 | 6.81 | 4.17 | 6.23 | 6.59 | 12.19 | 3.02 |
| Yield(%) | NA | 3.04 | 2.32 | 2.38 | 2.21 | NA | NA | … | … | NA | 1.01 | 2.54 | 1.70 | 2.24 | 2.11 | 2.75 | 1.69 | 0.69 | 3.05 | 2.29 | 2.61 | 2.49 | 2.92 | 2.76 | 2.67 | 2.98 | 3.05 | 2.93 | 2.82 | 2.44 | 2.59 | 3.00 | 4.36 | 5.53 |
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 North Carolina National College Savings Program Strategic Asset Allocation – Optimal Moderate |
-6.04%
Feb 2006 – Feb 2009 |
-0.64%
Feb 2004 – Feb 2009 |
5.09%
Oct 2013 – Oct 2023 |
4.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| the North Carolina National College Savings Program Strategic Asset Allocation – Optimal Moderate |
17.97%
Feb 2009 – Feb 2012 |
15.07%
Feb 2009 – Feb 2014 |
10.08%
Feb 2009 – Feb 2019 |
9.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart