Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Franklin Templeton NJBEST New Jersey 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 24.08% | 5.66% | 9.24% | 7.55% | 8.10% | 6.52% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Franklin Templeton NJBEST New Jersey 529 College Savings 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 (%) | -1.09 | 24.08 | 5.66 | 9.24 | 7.55 | 8.10 | 6.52 | … | … | 0.55 | 14.04 | 17.15 | -11.50 | 11.08 | 14.68 | 18.38 | -1.83 | 12.82 | 2.12 | 1.86 | 7.55 | 17.87 | 9.02 | -0.12 | 8.60 | 16.41 | -22.30 | 4.91 | 10.32 | 5.13 | 6.92 | 16.52 | -13.30 | -4.28 |
| Sharpe Ratio | NA | 0.44 | 0.14 | 0.37 | 0.46 | NA | NA | … | … | 0.06 | 0.38 | 0.74 | -0.90 | 1.32 | 0.76 | 2.18 | -0.29 | 2.77 | 0.23 | 0.21 | 1.00 | 2.75 | 1.13 | -0.01 | 0.78 | 1.20 | -1.15 | 0.23 | 1.16 | 0.49 | 0.85 | 1.57 | -1.09 | -0.58 |
| Standard Deviation(%) | NA | 19.32 | 17.14 | 16.18 | 12.84 | NA | NA | … | … | 7.97 | 19.35 | 17.36 | 14.32 | 8.40 | 18.95 | 7.80 | 10.72 | 4.40 | 8.36 | 8.82 | 7.55 | 6.48 | 7.93 | 14.12 | 10.88 | 13.58 | 20.20 | 8.47 | 6.11 | 5.99 | 7.06 | 10.07 | 13.21 | 11.33 |
| Draw Down(%) | NA | 11.69 | 14.80 | 20.92 | 20.92 | NA | NA | … | … | 0.61 | 11.69 | 10.45 | 15.61 | 4.13 | 20.92 | 4.09 | 12.48 | 1.51 | 6.36 | 6.75 | 4.26 | 3.45 | 6.38 | 12.61 | 9.54 | 14.24 | 29.44 | 5.99 | 5.28 | 3.72 | 5.08 | 8.41 | 19.77 | 16.52 |
| Yield(%) | NA | 5.02 | 3.32 | 3.24 | 2.92 | NA | NA | … | … | NA | 0.51 | 5.53 | 3.26 | 0.85 | 3.22 | 2.91 | 1.57 | 0.36 | 0.62 | 7.48 | 2.96 | 0.86 | 0.76 | 0.44 | 0.53 | 1.05 | 1.39 | 2.58 | 2.60 | 1.72 | 0.92 | 0.70 | 0.80 | 1.31 |
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 Franklin Templeton NJBEST New Jersey 529 College Savings Plan Strategic Asset Allocation – Optim |
-7.01%
Feb 2006 – Feb 2009 |
-1.96%
Feb 2004 – Feb 2009 |
2.51%
Aug 2001 – Aug 2011 |
3.60%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Franklin Templeton NJBEST New Jersey 529 College Savings Plan Strategic Asset Allocation – Optim |
14.67%
Dec 2018 – Dec 2021 |
12.61%
Feb 2009 – Feb 2014 |
9.41%
Sep 2011 – Sep 2021 |
8.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart