Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The LoneStar Texas 529 Plan Strategic Asset Allocation – Optimal Moderate | NA | -2.75% | 1.25% | 7.32% | 5.25% | 6.20% | 5.48% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The LoneStar Texas 529 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 (%) | -1.35 | -2.75 | 1.25 | 7.32 | 5.25 | 6.20 | 5.48 | … | … | 3.89 | 1.87 | 10.25 | -12.17 | 11.12 | 14.26 | 19.71 | -5.98 | 11.03 | 2.70 | 5.96 | 5.00 | 16.69 | 11.15 | -1.75 | 12.57 | 22.42 | -25.62 | 7.15 | 9.26 | 5.83 | 12.09 | 23.26 | -8.04 | 1.29 |
| Sharpe Ratio | NA | -0.14 | 0.11 | 0.35 | 0.42 | NA | NA | … | … | 0.23 | -0.21 | 0.77 | -0.94 | 1.32 | 0.82 | 2.49 | -0.79 | 2.42 | 0.35 | 0.68 | 0.78 | 2.50 | 1.45 | -0.13 | 1.17 | 1.64 | -1.38 | 0.43 | 0.72 | 0.48 | 1.32 | 2.57 | -0.76 | -0.10 |
| Standard Deviation(%) | NA | 10.09 | 10.56 | 10.44 | 10.18 | NA | NA | … | … | 11.23 | 8.45 | 8.56 | 14.39 | 8.41 | 17.12 | 7.34 | 9.36 | 4.28 | 7.16 | 8.79 | 6.35 | 6.67 | 7.65 | 14.16 | 10.69 | 13.58 | 19.31 | 9.35 | 8.10 | 7.46 | 8.39 | 8.76 | 12.06 | 11.67 |
| Draw Down(%) | NA | 14.58 | 14.58 | 21.21 | 21.38 | NA | NA | … | … | 9.81 | 8.62 | 10.56 | 20.54 | 4.04 | 21.38 | 3.79 | 12.79 | 2.38 | 6.24 | 7.28 | 5.08 | 4.65 | 6.30 | 12.91 | 8.08 | 13.50 | 34.52 | 6.37 | 6.46 | 4.79 | 7.69 | 7.21 | 16.26 | 15.13 |
| Yield(%) | NA | 3.97 | 6.32 | 5.79 | 5.03 | NA | NA | … | … | NA | 0.54 | 3.97 | 8.33 | 5.54 | 2.18 | 8.64 | 4.07 | 0.24 | 1.23 | 11.87 | 4.26 | 2.22 | 2.95 | 2.55 | 1.96 | 3.07 | 2.61 | 7.50 | 4.08 | 5.66 | 5.37 | 2.35 | 2.24 | 2.96 |
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 LoneStar Texas 529 Plan Strategic Asset Allocation – Optimal Moderate |
-8.18%
Feb 2006 – Feb 2009 |
-1.75%
Feb 2004 – Feb 2009 |
4.67%
Sep 2005 – Sep 2015 |
4.21%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The LoneStar Texas 529 Plan Strategic Asset Allocation – Optimal Moderate |
16.28%
Feb 2009 – Feb 2012 |
14.24%
Feb 2009 – Feb 2014 |
9.35%
Feb 2009 – Feb 2019 |
8.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart