Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Missouri 529 College Savings Plan (Advisor) Asset Allocation Composite Moderate | 1.95% | 16.13% | 12.46% | 8.28% | 10.49% | 8.85% | 8.20% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Missouri 529 College Savings Plan (Advisor) 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 (%) | 0.07 | 16.13 | 12.46 | 8.28 | 10.49 | 8.85 | 8.20 | … | … | 1.95 | 16.01 | 11.12 | 10.26 | -3.14 | 11.65 | 24.01 | 17.65 | -5.45 | 15.35 | 3.15 | 3.62 | 5.09 | 16.97 | 13.50 | -0.69 | 15.34 | 22.95 | -19.71 | 6.89 | 12.29 | 7.02 | 11.06 | 20.27 | -8.06 | -1.58 |
| Sharpe Ratio | NA | 1.63 | 0.94 | 0.55 | 0.84 | NA | NA | … | … | 0.02 | 1.26 | 0.94 | 0.90 | -0.44 | 1.19 | 1.39 | 2.24 | -0.67 | 3.41 | 0.36 | 0.44 | 0.74 | 2.39 | 1.75 | -0.05 | 1.17 | 1.63 | -1.21 | 0.41 | 1.05 | 0.76 | 1.39 | 2.74 | -0.87 | -0.43 |
| Standard Deviation(%) | NA | 9.22 | 9.21 | 9.46 | 9.88 | NA | NA | … | … | 11.78 | 10.46 | 7.99 | 7.32 | 10.32 | 9.77 | 17.12 | 7.21 | 10.14 | 4.30 | 8.27 | 8.13 | 6.81 | 7.09 | 7.69 | 15.00 | 13.04 | 13.98 | 17.12 | 9.11 | 8.44 | 6.29 | 7.26 | 7.13 | 10.55 | 9.29 |
| Draw Down(%) | NA | 7.92 | 11.81 | 11.81 | 21.40 | NA | NA | … | … | 7.92 | 11.81 | 4.99 | 6.29 | 10.94 | 6.06 | 21.40 | 3.65 | 14.68 | 1.69 | 8.36 | 7.01 | 5.74 | 6.29 | 6.82 | 13.24 | 10.23 | 11.62 | 28.65 | 6.06 | 8.50 | 4.28 | 6.09 | 6.22 | 17.53 | 12.24 |
| Yield(%) | NA | 5.03 | 5.86 | 4.61 | 5.87 | NA | NA | … | … | NA | NA | 0.55 | 5.34 | 4.14 | 7.95 | 1.40 | 4.81 | 9.28 | 8.76 | 3.67 | 6.28 | 8.56 | 2.67 | 3.30 | 2.42 | 3.67 | 3.28 | 3.02 | 7.63 | 6.75 | 3.80 | 3.10 | 2.71 | 3.60 | 3.59 |
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 Missouri 529 College Savings Plan (Advisor) Asset Allocation Composite Moderate |
-5.04%
Feb 2006 – Feb 2009 |
0.46%
Feb 2004 – Feb 2009 |
5.86%
Sep 2001 – Sep 2011 |
6.06%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Missouri 529 College Savings Plan (Advisor) Asset Allocation Composite Moderate |
17.86%
Feb 2009 – Feb 2012 |
15.46%
Feb 2009 – Feb 2014 |
10.49%
Feb 2016 – Feb 2026 |
10.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart