Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HI529 Hawaii College Savings Program Asset Allocation Composite Moderate | -1.17% | 11.64% | 12.77% | 7.36% | 9.82% | 8.71% | 7.13% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HI529 Hawaii 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 (%) | -0.36 | 11.64 | 12.77 | 7.36 | 9.82 | 8.71 | 7.13 | … | … | -1.17 | 12.01 | 20.22 | 8.78 | -14.46 | 18.37 | 19.98 | 17.33 | -1.58 | 14.97 | 6.15 | 1.51 | 8.07 | 18.89 | 9.74 | 1.89 | 10.45 | 13.33 | -22.02 | 5.69 | 8.92 | 4.35 | 6.38 | 15.40 | -9.59 | -2.16 |
| Sharpe Ratio | NA | 1.90 | 1.08 | 0.48 | 0.74 | NA | NA | … | … | 0.25 | 0.74 | 1.73 | 0.92 | -1.32 | 1.70 | 0.93 | 2.28 | -0.28 | 3.23 | 0.75 | 0.16 | 1.07 | 2.78 | 1.25 | 0.13 | 0.91 | 0.93 | -1.07 | 0.27 | 0.85 | 0.33 | 0.77 | 1.49 | -0.80 | -0.43 |
| Standard Deviation(%) | NA | 8.68 | 10.10 | 10.15 | 11.06 | NA | NA | … | … | 9.70 | 12.37 | 9.57 | 5.59 | 11.99 | 10.77 | 21.11 | 6.94 | 10.51 | 4.44 | 7.88 | 9.30 | 7.56 | 6.79 | 7.75 | 14.04 | 11.33 | 14.21 | 21.39 | 9.54 | 6.45 | 6.25 | 6.99 | 9.82 | 13.49 | 10.63 |
| Draw Down(%) | NA | 6.91 | 12.68 | 17.92 | 20.92 | NA | NA | … | … | 6.91 | 12.68 | 6.67 | 5.98 | 17.51 | 5.08 | 20.92 | 3.66 | 12.15 | 1.51 | 5.90 | 7.32 | 4.82 | 3.48 | 5.83 | 11.54 | 10.36 | 15.96 | 29.16 | 5.77 | 5.26 | 4.12 | 5.91 | 8.61 | 18.28 | 13.04 |
| Yield(%) | NA | 2.48 | 2.06 | 1.88 | 1.89 | NA | NA | … | … | NA | NA | 0.82 | 3.39 | 1.28 | 0.79 | 0.97 | 2.66 | 3.55 | 1.24 | 1.39 | 2.10 | 0.97 | 1.47 | 1.51 | 1.00 | 1.00 | 1.51 | 1.45 | 2.45 | 4.04 | 2.09 | 2.81 | 1.40 | 1.40 | 2.51 |
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 |
|---|---|---|---|---|
| HI529 Hawaii College Savings Program Asset Allocation Composite Moderate |
-7.75%
Feb 2006 – Feb 2009 |
-2.81%
Feb 2004 – Feb 2009 |
2.60%
Sep 2001 – Sep 2011 |
4.13%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HI529 Hawaii College Savings Program Asset Allocation Composite Moderate |
18.55%
Dec 2018 – Dec 2021 |
13.84%
Oct 2016 – Oct 2021 |
11.21%
Sep 2011 – Sep 2021 |
9.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart