Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Alabama Higher Education Fund 529 Plan Strategic Asset Allocation – Optimal Moderate | NA | -2.70% | 2.19% | 4.62% | 7.01% | 5.27% | NA | … | … |
Data as of 06/30/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alabama Higher Education Fund 529 Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 09/11/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | -2.70 | 2.19 | 4.62 | 7.01 | 5.27 | NA | … | … | -3.74 | 25.12 | -7.53 | 2.84 | 12.64 | 1.28 | 7.13 | 16.35 | 9.51 | 1.87 | 12.57 | 21.51 | -24.69 | 7.27 | 6.93 | 4.57 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.01 | 0.12 | 0.37 | 0.57 | NA | NA | … | … | -0.19 | 1.61 | -0.54 | 0.23 | 1.29 | 0.11 | 0.92 | 2.70 | 2.17 | 0.28 | 1.39 | 1.80 | -1.39 | 0.47 | 0.38 | 0.45 | 0.00 | 0.00 | 1.18 | 0.01 |
| Standard Deviation(%) | NA | 20.92 | 16.71 | 14.31 | 11.18 | NA | NA | … | … | 20.45 | 14.70 | 16.40 | 9.75 | 9.61 | 10.96 | 7.76 | 6.04 | 4.35 | 6.46 | 8.96 | 11.89 | 18.50 | 9.10 | 9.49 | 5.32 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 31.42 | 31.42 | 31.42 | 31.42 | NA | NA | … | … | 29.06 | 8.03 | 15.76 | 7.49 | 10.77 | 10.62 | 6.71 | 4.18 | 3.66 | 7.12 | 7.41 | 9.97 | 33.11 | 6.34 | 9.90 | 4.27 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 9.66 | 6.32 | 7.20 | 5.73 | NA | NA | … | … | 1.23 | 11.41 | 8.50 | 0.47 | 4.39 | 13.12 | 6.00 | 5.69 | 2.52 | 5.34 | 2.40 | 1.82 | 3.28 | 8.30 | 4.48 | 1.68 | 0.95 | 0.69 | 1.11 | 2.31 |
Data as of 06/30/2020, 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 |
|---|---|---|---|---|
| Alabama Higher Education Fund 529 Plan Strategic Asset Allocation – Optimal Moderate |
-7.72%
Feb 2006 – Feb 2009 |
-3.10%
Feb 2004 – Feb 2009 |
2.36%
Sep 2001 – Sep 2011 |
3.64%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alabama Higher Education Fund 529 Plan Strategic Asset Allocation – Optimal Moderate |
15.59%
Feb 2009 – Feb 2012 |
14.25%
Feb 2009 – Feb 2014 |
9.45%
Feb 2009 – Feb 2019 |
5.86%
Jan 2005 – Jan 2020 |
Annualized Rolling Returns Comparison Chart