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 Asset Allocation Composite Moderate | 2.43% | 10.49% | 9.69% | 11.34% | 23.10% | 16.38% | 12.62% | … | … |
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 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 (%) | -0.11 | 10.49 | 9.69 | 11.34 | 23.10 | 16.38 | 12.62 | … | … | 2.43 | 9.31 | 11.84 | 6.39 | -7.80 | 353.18 | 10.16 | 15.46 | -4.54 | 10.64 | 2.36 | -0.52 | 4.59 | 14.33 | 11.06 | -0.53 | 11.67 | 14.81 | -25.02 | 4.04 | 12.05 | 9.63 | 10.70 | 18.77 | -8.51 | -3.40 |
| Sharpe Ratio | NA | 1.13 | 0.71 | 0.01 | 0.22 | NA | NA | … | … | 0.14 | 0.65 | 0.97 | 0.48 | -1.14 | 1.18 | 0.53 | 2.18 | -0.53 | 2.08 | 0.25 | -0.06 | 0.64 | 1.90 | 1.33 | -0.03 | 0.88 | 0.76 | -1.03 | 0.08 | 1.13 | 1.04 | 1.34 | 2.25 | -0.99 | -0.61 |
| Standard Deviation(%) | NA | 8.17 | 8.86 | 19.77 | 94.16 | NA | NA | … | … | 9.96 | 9.82 | 8.49 | 5.66 | 8.08 | 299.57 | 18.63 | 6.43 | 11.22 | 4.79 | 8.62 | 8.86 | 7.13 | 7.51 | 8.25 | 16.46 | 13.20 | 19.46 | 25.28 | 10.98 | 7.63 | 7.07 | 7.25 | 8.04 | 9.76 | 9.54 |
| Draw Down(%) | NA | 6.42 | 11.96 | 20.05 | 79.40 | NA | NA | … | … | 6.42 | 11.96 | 5.49 | 7.78 | 11.14 | 79.40 | 20.98 | 2.78 | 11.92 | 1.74 | 7.43 | 7.68 | 5.57 | 5.79 | 6.73 | 14.79 | 9.50 | 18.56 | 35.64 | 6.82 | 8.12 | 4.31 | 6.66 | 6.57 | 15.07 | 14.21 |
| Yield(%) | NA | 2.95 | 5.01 | 4.10 | 4.14 | NA | NA | … | … | NA | NA | 0.62 | 4.09 | 2.16 | 32.91 | 4.60 | 0.88 | 5.82 | 4.48 | 3.69 | 2.28 | 4.82 | 1.52 | 1.06 | 1.00 | 0.57 | 0.73 | 1.25 | 6.48 | 3.61 | 4.77 | 3.07 | 1.05 | 1.21 | 1.49 |
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 Asset Allocation Composite Moderate |
-10.06%
Feb 2006 – Feb 2009 |
-2.13%
Feb 2004 – Feb 2009 |
2.81%
May 2007 – May 2017 |
3.96%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Missouri 529 College Savings Plan Asset Allocation Composite Moderate |
80.69%
Apr 2018 – Apr 2021 |
46.44%
Apr 2016 – Apr 2021 |
23.68%
Mar 2011 – Mar 2021 |
18.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart