Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Vanguard New York 529 College Savings Program Direct Plan Tactical Asset Allocation Moderate | NA | 1.18% | 0.90% | 7.62% | 6.37% | 7.48% | 7.05% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Vanguard New York 529 College Savings Program Direct Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.70 | 1.18 | 0.90 | 7.62 | 6.37 | 7.48 | 7.05 | … | … | 0.49 | 9.71 | 10.02 | -18.11 | 12.20 | 20.17 | 22.11 | -3.43 | 13.79 | 7.87 | -0.24 | 6.51 | 18.34 | 12.51 | 3.95 | 9.57 | 15.98 | -13.53 | 6.64 | 12.53 | 6.18 | 15.56 | 15.04 | 0.79 | -1.29 |
| Sharpe Ratio | NA | 0.07 | 0.15 | 0.32 | 0.46 | NA | NA | … | … | -0.06 | 0.63 | 0.71 | -1.22 | 1.19 | 1.04 | 2.78 | -0.46 | 2.67 | 0.88 | -0.03 | 0.83 | 2.29 | 1.63 | 0.28 | 0.93 | 1.51 | -1.63 | 0.34 | 1.29 | 0.58 | 1.83 | 2.11 | -0.07 | -0.56 |
| Standard Deviation(%) | NA | 11.58 | 11.28 | 11.80 | 11.40 | NA | NA | … | … | 13.23 | 9.72 | 8.95 | 16.01 | 10.26 | 19.12 | 7.42 | 10.40 | 4.91 | 8.66 | 9.11 | 7.82 | 8.01 | 7.66 | 14.12 | 10.20 | 10.55 | 8.90 | 10.28 | 7.06 | 6.73 | 7.95 | 6.80 | 4.97 | 6.66 |
| Draw Down(%) | NA | 14.32 | 14.32 | 24.37 | 24.37 | NA | NA | … | … | 12.20 | 6.38 | 7.67 | 23.76 | 5.29 | 20.88 | 3.62 | 13.57 | 1.74 | 6.97 | 7.23 | 4.58 | 5.22 | 5.03 | 12.23 | 9.01 | 5.50 | 18.86 | 7.17 | 7.01 | 4.52 | 7.17 | 6.33 | 4.22 | 9.42 |
| Yield(%) | NA | 2.29 | 2.84 | 2.42 | 2.19 | NA | NA | … | … | NA | 1.51 | 1.91 | 2.68 | 2.78 | 1.86 | 2.11 | 1.71 | 1.57 | 3.02 | 1.56 | 1.53 | 1.30 | 2.82 | 2.46 | 2.85 | 2.91 | 4.36 | 3.50 | 3.03 | 2.97 | 3.12 | 3.11 | 2.98 | 5.31 |
Data as of 03/31/2025, 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 Vanguard New York 529 College Savings Program Direct Plan Tactical Asset Allocation Moderate |
-1.06%
Feb 2006 – Feb 2009 |
3.32%
Feb 2004 – Feb 2009 |
5.70%
Oct 2013 – Oct 2023 |
5.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Vanguard New York 529 College Savings Program Direct Plan Tactical Asset Allocation Moderate |
18.08%
Dec 2018 – Dec 2021 |
13.33%
Feb 2009 – Feb 2014 |
10.84%
Sep 2011 – Sep 2021 |
8.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart