Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Alabama 529 Plan Strategic Asset Allocation – Optimal Moderate | NA | 21.89% | 2.14% | 7.07% | 5.97% | 7.29% | 6.73% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alabama 529 Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.08 | 21.89 | 2.14 | 7.07 | 5.97 | 7.29 | 6.73 | … | … | 0.02 | 9.56 | 10.77 | -12.37 | 8.87 | 15.93 | 18.62 | -4.13 | 9.48 | 6.03 | -1.17 | 4.78 | 12.56 | 12.36 | -0.05 | 14.82 | 33.29 | -26.51 | 6.19 | 14.44 | 6.07 | 15.49 | 31.81 | -6.91 | 12.18 |
| Sharpe Ratio | NA | 0.42 | -0.11 | 0.25 | 0.36 | NA | NA | … | … | -0.01 | 0.36 | 0.80 | -0.66 | 0.97 | 0.80 | 2.50 | -0.57 | 1.82 | 0.68 | -0.13 | 0.70 | 1.68 | 1.53 | 0.00 | 1.05 | 1.76 | -1.23 | 0.34 | 1.47 | 0.59 | 1.71 | 3.45 | -0.63 | 0.94 |
| Standard Deviation(%) | NA | 8.29 | 13.81 | 14.43 | 11.63 | NA | NA | … | … | 7.76 | 8.34 | 8.10 | 20.92 | 9.14 | 19.61 | 6.90 | 9.56 | 4.86 | 8.52 | 8.92 | 6.81 | 7.48 | 8.03 | 15.24 | 14.06 | 18.82 | 22.25 | 9.54 | 7.57 | 6.65 | 8.50 | 9.03 | 12.74 | 10.51 |
| Draw Down(%) | NA | 5.54 | 22.24 | 24.56 | 24.56 | NA | NA | … | … | 0.69 | 5.54 | 6.94 | 23.16 | 4.80 | 22.85 | 4.03 | 11.30 | 2.67 | 8.16 | 8.92 | 6.29 | 7.53 | 6.55 | 14.29 | 10.58 | 15.00 | 36.25 | 5.81 | 6.74 | 5.67 | 6.92 | 7.95 | 21.39 | 13.25 |
| Yield(%) | NA | 3.66 | 3.89 | 3.22 | 2.86 | NA | NA | … | … | NA | 1.03 | 3.01 | 3.11 | 4.43 | 1.85 | 2.76 | 4.40 | 0.45 | 2.92 | 2.71 | 2.22 | 2.88 | 2.44 | 2.34 | 2.19 | 2.63 | 4.49 | 4.46 | 5.22 | 2.95 | 3.35 | 4.52 | 4.34 | 12.52 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Alabama 529 Plan Strategic Asset Allocation – Optimal Moderate |
-7.84%
Feb 2006 – Feb 2009 |
-1.01%
Feb 2004 – Feb 2009 |
4.56%
Oct 2013 – Oct 2023 |
4.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alabama 529 Plan Strategic Asset Allocation – Optimal Moderate |
21.76%
Feb 2009 – Feb 2012 |
16.66%
Feb 2009 – Feb 2014 |
10.33%
Mar 2003 – Mar 2013 |
9.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart