Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Virginia CollegeAmerica 529 plan Strategic Asset Allocation – Optimal Moderate | NA | 19.14% | 0.71% | 6.78% | 5.22% | 6.39% | 6.07% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Virginia CollegeAmerica 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 (%) | -1.02 | 19.14 | 0.71 | 6.78 | 5.22 | 6.39 | 6.07 | … | … | 0.17 | 4.72 | 12.05 | -15.73 | 7.76 | 21.17 | 16.88 | -7.17 | 11.88 | 1.06 | 1.39 | 2.84 | 15.93 | 12.22 | -1.56 | 10.09 | 22.88 | -26.12 | 12.68 | 14.51 | 7.12 | 10.79 | 18.64 | -6.89 | -0.03 |
| Sharpe Ratio | NA | -0.17 | -0.36 | 0.23 | 0.33 | NA | NA | … | … | 0.02 | -0.24 | 1.15 | -1.33 | 0.78 | 1.17 | 2.38 | -0.85 | 2.33 | 0.11 | 0.16 | 0.44 | 2.40 | 1.69 | -0.12 | 1.00 | 1.61 | -1.37 | 1.00 | 1.60 | 0.82 | 1.39 | 2.52 | -0.82 | -0.29 |
| Standard Deviation(%) | NA | 7.73 | 9.49 | 11.74 | 9.93 | NA | NA | … | … | 6.47 | 7.74 | 6.80 | 12.87 | 9.88 | 17.82 | 6.49 | 10.00 | 4.84 | 7.95 | 8.34 | 6.48 | 6.63 | 7.19 | 12.79 | 10.03 | 14.15 | 19.70 | 9.66 | 7.03 | 6.02 | 7.09 | 7.13 | 9.80 | 8.06 |
| Draw Down(%) | NA | 7.08 | 19.95 | 23.38 | 23.38 | NA | NA | … | … | 0.60 | 7.08 | 6.01 | 21.62 | 5.68 | 20.29 | 3.03 | 14.33 | 3.19 | 7.08 | 7.80 | 5.74 | 5.94 | 5.96 | 12.58 | 8.41 | 15.33 | 35.64 | 7.42 | 8.62 | 4.54 | 7.05 | 7.73 | 15.90 | 11.55 |
| Yield(%) | NA | 4.24 | 4.58 | 4.14 | 3.87 | NA | NA | … | … | NA | 0.87 | 4.07 | 2.72 | 6.09 | 4.20 | 3.03 | 4.77 | 0.37 | 1.76 | 5.05 | 6.35 | 4.49 | 2.17 | 2.25 | 2.18 | 3.00 | 2.82 | 8.64 | 5.39 | 4.55 | 2.62 | 1.99 | 2.02 | 3.13 |
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 |
|---|---|---|---|---|
| The Virginia CollegeAmerica 529 plan Strategic Asset Allocation – Optimal Moderate |
-6.57%
Feb 2006 – Feb 2009 |
-0.40%
Feb 2004 – Feb 2009 |
4.01%
Oct 2007 – Oct 2017 |
3.53%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Virginia CollegeAmerica 529 plan Strategic Asset Allocation – Optimal Moderate |
16.91%
Feb 2009 – Feb 2012 |
14.90%
Feb 2009 – Feb 2014 |
8.64%
Feb 2009 – Feb 2019 |
7.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart