Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOACX (PL Port Optimization Moderate 529 MT A) | NA | 10.04% | 3.03% | 3.86% | NA | NA | NA | … | … |
Data as of 01/21/2011, Common starting date is 02/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOACX (PL Port Optimization Moderate 529 MT A) | 02/04/2004 | 01/21/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.04 | 3.03 | 3.86 | NA | NA | NA | … | … | 0.00 | 10.04 | 27.80 | -26.69 | 7.30 | 11.20 | 6.11 | 7.44 |
| Sharpe Ratio | NA | 0.94 | 0.14 | 0.16 | NA | NA | NA | … | … | 0.00 | 0.92 | 1.59 | -1.16 | 0.44 | 1.11 | 0.67 | 1.09 |
| Standard Deviation(%) | NA | 10.59 | 18.14 | 15.16 | NA | NA | NA | … | … | NA | 10.77 | 17.38 | 23.79 | 9.83 | 7.14 | 5.91 | 6.62 |
| Draw Down(%) | NA | 8.56 | 38.43 | 40.19 | NA | NA | NA | … | … | 0.00 | 8.56 | 17.84 | 36.77 | 5.96 | 7.34 | 3.80 | 5.72 |
| Yield(%) | 0.00 | 0.88 | 2.30 | 3.46 | 2.26 | 1.51 | 1.13 | … | … | 0.00 | 0.87 | 2.57 | 3.98 | 5.31 | 4.83 | 1.81 | 1.17 |
Data as of 01/21/2011, Common starting date is 02/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOACX (PL Port Optimization Moderate 529 MT A) |
-8.83%
Feb 2006 – Feb 2009 |
-1.30%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOACX (PL Port Optimization Moderate 529 MT A) |
11.33%
Oct 2004 – Oct 2007 |
4.80%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart