Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ohio Putnam CollegeAdvantage Plan Strategic Asset Allocation – Optimal Moderate | NA | -1.22% | 4.37% | 4.12% | 8.86% | 6.51% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ohio Putnam CollegeAdvantage Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | -1.22 | 4.37 | 4.12 | 8.86 | 6.51 | NA | … | … | -5.89 | 11.10 | 7.05 | -1.04 | 2.63 | 22.36 | 17.34 | -9.76 | 17.51 | 41.42 | -37.08 | 6.36 | 15.10 | 8.13 | 15.56 | 25.52 | -9.97 | -8.00 |
| Sharpe Ratio | NA | -0.79 | 0.36 | 0.24 | 0.82 | NA | NA | … | … | -0.79 | 2.00 | 0.65 | -0.10 | 0.32 | 2.85 | 1.86 | -0.58 | 1.36 | 2.59 | -1.59 | 0.32 | 1.55 | 0.86 | 1.59 | 2.86 | -0.98 | -1.14 |
| Standard Deviation(%) | NA | 9.16 | 8.61 | 8.89 | 11.17 | NA | NA | … | … | 9.16 | 5.23 | 10.53 | 10.31 | 8.23 | 7.85 | 9.28 | 16.80 | 12.82 | 15.94 | 23.97 | 10.30 | 7.64 | 6.92 | 9.20 | 8.69 | 11.26 | 9.02 |
| Draw Down(%) | NA | 12.13 | 12.48 | 17.05 | 22.67 | NA | NA | … | … | 12.13 | 2.11 | 12.48 | 9.67 | 9.09 | 4.50 | 8.93 | 22.67 | 10.39 | 16.06 | 45.39 | 7.90 | 8.76 | 5.57 | 8.47 | 8.20 | 19.33 | 17.73 |
| Yield(%) | NA | 3.45 | 2.95 | 4.05 | 4.75 | NA | NA | … | … | 3.43 | 0.61 | 4.89 | 6.89 | 4.55 | 5.54 | 4.38 | 3.62 | 4.57 | 8.49 | 3.67 | 8.01 | 8.65 | 5.66 | 4.02 | 0.65 | 0.42 | 0.60 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| Ohio Putnam CollegeAdvantage Plan Strategic Asset Allocation – Optimal Moderate |
-12.14%
Feb 2006 – Feb 2009 |
-3.37%
Feb 2004 – Feb 2009 |
4.08%
Feb 2006 – Feb 2016 |
4.85%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ohio Putnam CollegeAdvantage Plan Strategic Asset Allocation – Optimal Moderate |
21.40%
Feb 2009 – Feb 2012 |
18.95%
Feb 2009 – Feb 2014 |
10.31%
Nov 2008 – Nov 2018 |
8.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart