Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Virginia 529 College Savings Plan Asset Allocation Composite Moderate | 4.37% | 17.24% | 13.16% | 6.65% | 5.51% | 5.19% | 5.44% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Virginia 529 College Savings Plan Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.25 | 17.24 | 13.16 | 6.65 | 5.51 | 5.19 | 5.44 | … | … | 4.37 | 13.68 | 9.46 | 13.42 | -11.03 | 5.55 | -11.27 | 18.44 | -6.68 | 15.19 | 5.08 | -0.72 | 3.03 | 18.72 | 11.48 | -1.71 | 14.82 | -0.91 | -5.12 | 12.17 | 13.14 | 7.22 | 12.68 | 14.35 | 5.09 | 7.65 |
| Sharpe Ratio | NA | 2.17 | 1.06 | 0.45 | 0.37 | NA | NA | … | … | 0.38 | 1.09 | 0.73 | 1.44 | -1.11 | 0.58 | -0.80 | 2.31 | -0.78 | 3.61 | 0.63 | -0.09 | 0.41 | 2.90 | 1.63 | -0.13 | 1.49 | -0.21 | -0.62 | 0.92 | 1.45 | 0.81 | 1.45 | 3.05 | 1.44 | 1.63 |
| Standard Deviation(%) | NA | 8.86 | 8.84 | 9.28 | 9.40 | NA | NA | … | … | 11.01 | 9.88 | 7.95 | 6.79 | 11.27 | 9.55 | 14.43 | 7.33 | 10.33 | 4.03 | 7.74 | 8.33 | 7.39 | 6.43 | 7.00 | 13.41 | 9.92 | 4.87 | 9.83 | 9.77 | 6.69 | 6.11 | 8.04 | 4.47 | 2.73 | 3.20 |
| Draw Down(%) | NA | 7.42 | 12.85 | 17.19 | 24.43 | NA | NA | … | … | 7.42 | 12.43 | 5.34 | 6.48 | 16.48 | 6.83 | 20.45 | 3.81 | 14.13 | 1.50 | 6.86 | 7.68 | 5.21 | 5.01 | 5.25 | 12.79 | 8.25 | 4.55 | 14.13 | 7.53 | 8.08 | 4.99 | 7.80 | 2.09 | 1.86 | 1.89 |
| Yield(%) | NA | 4.82 | 5.55 | 5.06 | 4.99 | NA | NA | … | … | NA | NA | 0.59 | 5.36 | 2.84 | 7.71 | 4.01 | 4.47 | 5.65 | 5.40 | 4.04 | 4.90 | 5.41 | 4.49 | 2.42 | 2.16 | 2.28 | 2.99 | 3.70 | 8.15 | 6.03 | 3.10 | 2.71 | 3.62 | 5.35 | 6.54 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| Virginia 529 College Savings Plan Asset Allocation Composite Moderate |
-6.29%
Sep 2019 – Sep 2022 |
-2.13%
Sep 2017 – Sep 2022 |
1.98%
Oct 2013 – Oct 2023 |
2.76%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Virginia 529 College Savings Plan Asset Allocation Composite Moderate |
14.83%
Oct 2004 – Oct 2007 |
13.00%
Oct 2002 – Oct 2007 |
8.52%
Aug 2004 – Aug 2014 |
7.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart