Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN Asset Allocation Composite Moderate | 1.97% | 12.42% | 12.83% | 8.06% | 9.32% | 8.36% | 7.34% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE Learning Quest KANSAA`S 529 COLLEGE SAVING 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 (%) | -0.06 | 12.42 | 12.83 | 8.06 | 9.32 | 8.36 | 7.34 | … | … | 1.97 | 10.41 | 14.63 | 8.80 | -11.91 | 22.59 | 15.01 | 16.56 | -4.82 | 14.80 | 6.11 | -1.31 | 8.73 | 18.02 | 11.53 | 3.39 | 12.06 | 16.03 | -20.61 | 7.21 | 10.86 | 4.34 | 9.18 | 18.29 | -10.35 | -4.31 |
| Sharpe Ratio | NA | 1.83 | 1.04 | 0.51 | 0.72 | NA | NA | … | … | 0.30 | 0.71 | 1.43 | 0.72 | -1.34 | 1.64 | 0.81 | 1.99 | -0.61 | 3.39 | 0.77 | -0.15 | 1.25 | 2.62 | 1.49 | 0.25 | 1.14 | 1.30 | -1.11 | 0.43 | 1.13 | 0.31 | 1.16 | 1.91 | -0.83 | -0.55 |
| Standard Deviation(%) | NA | 7.87 | 8.85 | 10.13 | 10.40 | NA | NA | … | … | 9.56 | 10.60 | 7.69 | 7.12 | 9.98 | 13.74 | 18.24 | 7.60 | 10.21 | 4.18 | 7.68 | 8.84 | 6.99 | 6.87 | 7.70 | 13.51 | 10.46 | 12.25 | 19.50 | 9.51 | 6.61 | 6.64 | 7.05 | 9.21 | 13.85 | 12.15 |
| Draw Down(%) | NA | 6.23 | 11.89 | 16.46 | 20.52 | NA | NA | … | … | 6.23 | 11.32 | 4.69 | 6.91 | 14.76 | 3.51 | 20.52 | 3.38 | 12.73 | 1.24 | 6.38 | 7.71 | 4.52 | 4.65 | 5.92 | 11.16 | 8.36 | 13.39 | 28.92 | 5.65 | 5.06 | 4.31 | 5.36 | 6.71 | 18.33 | 16.84 |
| Yield(%) | NA | 2.79 | 6.39 | 4.90 | 4.80 | NA | NA | … | … | NA | NA | 0.69 | 2.61 | 1.49 | 15.22 | 3.92 | 1.65 | 6.78 | 4.81 | 1.84 | 5.30 | 4.94 | 3.21 | 2.64 | 2.18 | 2.39 | 2.90 | 3.73 | 4.14 | 3.62 | 2.74 | 2.72 | 2.84 | 1.96 | 1.43 |
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 Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN Asset Allocation Composite Moderate |
-5.49%
Feb 2006 – Feb 2009 |
-0.98%
Feb 2004 – Feb 2009 |
4.03%
Feb 2001 – Feb 2011 |
4.84%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN Asset Allocation Composite Moderate |
18.01%
Dec 2018 – Dec 2021 |
14.34%
Feb 2009 – Feb 2014 |
10.41%
Dec 2011 – Dec 2021 |
9.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart