Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| South Dakota CollegeAccess 529 Tactical Asset Allocation Moderate | NA | 6.82% | -0.60% | 2.53% | 8.50% | 6.79% | 6.48% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| South Dakota CollegeAccess 529 Tactical Asset Allocation 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 (%) | -2.90 | 6.82 | -0.60 | 2.53 | 8.50 | 6.79 | 6.48 | … | … | 0.67 | 11.57 | 3.69 | -15.52 | 3.52 | 22.28 | 23.25 | 19.40 | 17.41 | 12.16 | -0.64 | -0.73 | 10.19 | 14.48 | -6.00 | 3.11 | 22.15 | -13.31 | 7.21 | 6.90 | 4.30 | 15.22 | 25.64 | 8.69 | 10.68 |
| Sharpe Ratio | NA | 0.57 | -0.08 | 0.13 | 0.79 | NA | NA | … | … | -0.04 | 0.74 | 0.00 | -1.47 | 0.33 | 2.53 | 2.25 | 1.82 | 2.23 | 1.88 | -0.11 | -0.10 | 1.35 | 4.03 | -0.40 | 0.32 | 2.53 | -1.51 | 0.44 | 0.69 | 0.43 | 1.79 | 4.31 | 1.90 | 1.77 |
| Standard Deviation(%) | NA | 13.30 | 11.00 | 10.80 | 9.58 | NA | NA | … | … | 14.90 | 10.77 | 8.59 | 11.52 | 10.68 | 8.71 | 9.69 | 9.91 | 7.51 | 6.35 | 5.93 | 7.26 | 7.51 | 3.57 | 15.00 | 9.54 | 8.70 | 9.45 | 9.16 | 5.03 | 4.78 | 7.97 | 5.78 | 3.96 | 4.67 |
| Draw Down(%) | NA | 14.52 | 14.76 | 25.22 | 25.22 | NA | NA | … | … | 14.18 | 7.92 | 9.91 | 21.16 | 9.39 | 4.30 | 0.00 | 6.06 | 0.72 | 1.70 | 5.51 | 7.45 | 7.96 | 2.60 | 15.77 | 8.81 | 5.82 | 19.41 | 5.87 | 3.52 | 3.74 | 8.08 | 1.96 | 3.56 | 2.69 |
| Yield(%) | NA | 3.38 | 4.43 | 8.87 | 10.95 | NA | NA | … | … | NA | 0.81 | 3.14 | 5.21 | 4.28 | 13.25 | 23.25 | 21.14 | 16.32 | 10.34 | 6.36 | 5.60 | 5.36 | 5.53 | 1.61 | 5.47 | 7.88 | 7.23 | 5.91 | 3.71 | 7.81 | 4.64 | 4.47 | 6.64 | 7.65 |
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 |
|---|---|---|---|---|
| South Dakota CollegeAccess 529 Tactical Asset Allocation Moderate |
-5.75%
Apr 2021 – Apr 2024 |
1.84%
Sep 2006 – Sep 2011 |
3.61%
Feb 2006 – Feb 2016 |
6.14%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| South Dakota CollegeAccess 529 Tactical Asset Allocation Moderate |
23.55%
May 2018 – May 2021 |
20.14%
May 2016 – May 2021 |
12.51%
Sep 2011 – Sep 2021 |
9.18%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart