Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Bright Directions ILLINOIS College Savings Program Asset Allocation Composite Moderate | 4.75% | 16.12% | 8.98% | 5.39% | 6.88% | 6.38% | 6.44% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Bright Directions ILLINOIS College Savings Program 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 (%) | -0.22 | 16.12 | 8.98 | 5.39 | 6.88 | 6.38 | 6.44 | … | … | 4.75 | 12.46 | 2.44 | 10.06 | -8.96 | 9.66 | 13.27 | 12.57 | -4.77 | 11.89 | 2.58 | 2.55 | 6.96 | 14.12 | 12.19 | 1.24 | 14.47 | 27.08 | -21.84 | 4.99 | 17.01 | 7.41 | 14.43 | 23.16 | -0.20 | 4.69 |
| Sharpe Ratio | NA | 1.69 | 0.61 | 0.25 | 0.50 | NA | NA | … | … | 0.34 | 0.97 | -0.15 | 0.74 | -0.88 | 1.00 | 0.88 | 1.61 | -0.68 | 2.70 | 0.28 | 0.29 | 1.04 | 1.98 | 1.59 | 0.08 | 1.14 | 1.76 | -1.07 | 0.18 | 1.73 | 0.74 | 1.71 | 3.02 | -0.16 | 0.28 |
| Standard Deviation(%) | NA | 9.42 | 9.15 | 9.71 | 9.49 | NA | NA | … | … | 10.10 | 9.83 | 8.14 | 8.66 | 11.82 | 9.67 | 14.77 | 6.88 | 9.02 | 4.16 | 8.36 | 8.70 | 6.68 | 7.12 | 7.65 | 15.74 | 12.67 | 15.31 | 21.26 | 10.09 | 7.87 | 6.91 | 7.85 | 7.44 | 8.15 | 7.96 |
| Draw Down(%) | NA | 6.64 | 12.71 | 16.11 | 17.85 | NA | NA | … | … | 6.64 | 10.75 | 5.38 | 9.89 | 15.64 | 5.11 | 17.85 | 3.96 | 11.32 | 1.67 | 8.83 | 7.22 | 4.56 | 5.76 | 6.22 | 13.77 | 9.93 | 14.24 | 32.42 | 6.07 | 7.17 | 4.15 | 7.65 | 7.31 | 14.00 | 10.12 |
| Yield(%) | NA | 6.10 | 6.31 | 5.76 | 4.62 | NA | NA | … | … | NA | NA | 0.79 | 6.36 | 5.30 | 6.68 | 8.11 | 1.67 | 3.82 | 4.00 | 3.04 | 3.08 | 3.58 | 2.77 | 4.25 | 3.98 | 3.67 | 4.61 | 5.31 | 4.35 | 4.59 | 3.78 | 5.78 | 2.77 | 4.66 | 5.38 |
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 |
|---|---|---|---|---|
| The Bright Directions ILLINOIS College Savings Program Asset Allocation Composite Moderate |
-5.85%
Feb 2006 – Feb 2009 |
0.84%
Feb 2004 – Feb 2009 |
4.21%
Oct 2013 – Oct 2023 |
4.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Bright Directions ILLINOIS College Savings Program Asset Allocation Composite Moderate |
19.93%
Feb 2009 – Feb 2012 |
16.11%
Feb 2009 – Feb 2014 |
10.30%
Feb 2009 – Feb 2019 |
8.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart