Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The LoneStar Texas 529 Plan Tactical Asset Allocation Moderate | NA | -0.21% | 1.65% | 4.97% | 3.10% | 3.21% | 3.74% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The LoneStar Texas 529 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 (%) | -2.58 | -0.21 | 1.65 | 4.97 | 3.10 | 3.21 | 3.74 | … | … | 1.14 | 8.91 | 6.76 | -10.83 | 8.34 | 11.80 | 5.47 | -4.93 | 11.65 | 4.35 | -1.04 | 0.71 | 14.96 | 7.51 | -6.30 | 3.09 | 12.97 | -9.53 | 6.09 | 7.89 | 6.02 | 12.30 | 14.93 | 1.97 | 6.79 |
| Sharpe Ratio | NA | 0.24 | 0.20 | 0.31 | 0.28 | NA | NA | … | … | -0.01 | 0.55 | 0.44 | -0.95 | 0.95 | 1.27 | 0.75 | -0.89 | 2.42 | 0.99 | -0.21 | 0.11 | 2.28 | 2.66 | -0.45 | 0.33 | 1.78 | -1.52 | 0.35 | 0.58 | 0.47 | 1.30 | 2.30 | 0.23 | 1.02 |
| Standard Deviation(%) | NA | 11.72 | 10.37 | 10.03 | 8.23 | NA | NA | … | … | 13.32 | 9.65 | 7.10 | 12.97 | 8.74 | 9.12 | 5.34 | 7.07 | 4.54 | 4.15 | 5.03 | 6.24 | 6.55 | 2.80 | 13.97 | 8.98 | 7.23 | 6.91 | 8.41 | 7.66 | 7.98 | 8.68 | 6.17 | 3.64 | 4.29 |
| Draw Down(%) | NA | 14.33 | 14.33 | 19.57 | 19.57 | NA | NA | … | … | 12.52 | 6.30 | 7.41 | 19.57 | 4.22 | 13.01 | 3.80 | 10.44 | 2.13 | 2.71 | 5.34 | 6.51 | 4.90 | 1.51 | 15.03 | 8.57 | 4.21 | 14.42 | 6.24 | 7.25 | 5.31 | 6.91 | 3.68 | 3.51 | 3.49 |
| Yield(%) | NA | 2.56 | 5.95 | 4.76 | 3.90 | NA | NA | … | … | NA | 0.48 | 2.94 | 6.56 | 7.60 | 2.56 | 3.25 | 4.03 | 0.08 | 2.54 | 5.29 | 3.38 | 1.77 | 3.56 | 0.84 | 1.89 | 2.85 | 2.91 | 4.49 | 2.90 | 4.22 | 4.76 | 1.86 | 3.45 | 3.93 |
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 LoneStar Texas 529 Plan Tactical Asset Allocation Moderate |
-0.96%
Feb 2006 – Feb 2009 |
-0.12%
Sep 2017 – Sep 2022 |
2.33%
Mar 2010 – Mar 2020 |
2.12%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The LoneStar Texas 529 Plan Tactical Asset Allocation Moderate |
12.95%
Mar 2003 – Mar 2006 |
10.56%
Oct 2002 – Oct 2007 |
6.18%
Apr 2001 – Apr 2011 |
5.70%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart