Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Alabama 529 Plan Asset Allocation Composite Moderate | 3.32% | 19.04% | 12.49% | 7.85% | 9.11% | 7.72% | 7.72% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alabama 529 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 (%) | 0.36 | 19.04 | 12.49 | 7.85 | 9.11 | 7.72 | 7.72 | … | … | 3.32 | 17.57 | 7.97 | 10.92 | -8.44 | 11.82 | 13.10 | 17.70 | -4.26 | 11.86 | 9.37 | -2.40 | 6.78 | 13.25 | 13.82 | 1.87 | 16.83 | 36.19 | -22.78 | 0.94 | 17.02 | 8.32 | 16.37 | 30.67 | -6.91 | 12.18 |
| Sharpe Ratio | NA | 1.99 | 1.02 | 0.50 | 0.67 | NA | NA | … | … | 0.16 | 1.53 | 0.62 | 1.02 | -0.83 | 1.26 | 0.66 | 2.45 | -0.61 | 2.16 | 1.08 | -0.30 | 1.02 | 1.74 | 1.75 | 0.12 | 1.21 | 1.66 | -1.05 | -0.21 | 1.87 | 0.89 | 1.73 | 3.30 | -0.63 | 0.93 |
| Standard Deviation(%) | NA | 7.87 | 8.24 | 9.17 | 10.16 | NA | NA | … | … | 10.12 | 9.57 | 7.04 | 7.12 | 11.86 | 9.40 | 19.58 | 6.63 | 9.18 | 5.19 | 8.50 | 8.21 | 6.61 | 7.59 | 7.88 | 15.26 | 13.89 | 21.76 | 22.71 | 10.38 | 7.27 | 6.79 | 8.92 | 9.08 | 12.74 | 10.51 |
| Draw Down(%) | NA | 7.24 | 9.64 | 14.58 | 23.92 | NA | NA | … | … | 7.24 | 9.53 | 4.32 | 6.38 | 14.58 | 4.55 | 23.92 | 3.43 | 10.92 | 2.21 | 6.74 | 8.62 | 5.26 | 7.56 | 5.62 | 13.44 | 10.29 | 15.30 | 34.17 | 7.70 | 6.32 | 4.72 | 7.71 | 8.18 | 21.39 | 13.25 |
| Yield(%) | NA | 3.60 | 3.60 | 3.40 | 3.54 | NA | NA | … | … | NA | NA | 0.81 | 3.93 | 2.01 | 4.43 | 3.08 | 3.32 | 4.52 | 3.68 | 3.95 | 3.74 | 2.74 | 3.11 | 3.22 | 3.08 | 2.41 | 3.33 | 3.94 | 4.85 | 4.01 | 3.13 | 4.05 | 3.47 | 4.34 | 12.52 |
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 |
|---|---|---|---|---|
| Alabama 529 Plan Asset Allocation Composite Moderate |
-8.04%
Feb 2006 – Feb 2009 |
-0.44%
Feb 2004 – Feb 2009 |
5.62%
Oct 2013 – Oct 2023 |
6.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alabama 529 Plan Asset Allocation Composite Moderate |
24.78%
Feb 2009 – Feb 2012 |
19.05%
Feb 2009 – Feb 2014 |
12.01%
Feb 2009 – Feb 2019 |
10.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart