Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Vanguard Nevada 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 4.99% | 4.05% | 9.86% | 6.46% | 7.05% | 6.48% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Vanguard Nevada 529 College Savings Plan Strategic Asset Allocation – Optimal 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 (%) | -1.41 | 4.99 | 4.05 | 9.86 | 6.46 | 7.05 | 6.48 | … | … | 4.07 | 9.28 | 12.16 | -11.38 | 8.72 | 21.12 | 20.73 | -4.66 | 9.89 | 7.13 | -1.13 | 6.66 | 12.15 | 12.27 | -0.78 | 13.91 | 24.30 | -27.51 | 9.18 | 14.12 | 6.20 | 11.18 | 22.39 | -8.34 | -1.51 |
| Sharpe Ratio | NA | 0.53 | 0.37 | 0.55 | 0.51 | NA | NA | … | … | 0.20 | 0.75 | 1.03 | -0.91 | 0.94 | 1.11 | 2.68 | -0.59 | 2.11 | 0.82 | -0.13 | 1.06 | 1.69 | 1.45 | -0.05 | 1.09 | 1.75 | -1.39 | 0.62 | 1.42 | 0.59 | 1.35 | 2.56 | -0.81 | -0.38 |
| Standard Deviation(%) | NA | 10.61 | 10.47 | 10.64 | 10.69 | NA | NA | … | … | 13.57 | 7.54 | 8.22 | 14.12 | 9.22 | 18.78 | 7.20 | 10.32 | 4.37 | 8.42 | 8.78 | 6.26 | 7.18 | 8.42 | 15.21 | 12.66 | 13.84 | 20.51 | 9.67 | 7.56 | 6.62 | 7.58 | 8.47 | 11.69 | 10.26 |
| Draw Down(%) | NA | 10.45 | 12.43 | 20.05 | 21.44 | NA | NA | … | … | 10.07 | 3.93 | 8.67 | 19.19 | 6.11 | 21.44 | 3.35 | 12.71 | 2.07 | 7.13 | 8.76 | 5.02 | 6.67 | 6.71 | 14.00 | 10.46 | 11.84 | 36.29 | 6.65 | 7.41 | 4.62 | 6.50 | 6.60 | 16.50 | 13.82 |
| Yield(%) | NA | 6.15 | 5.28 | 3.90 | 2.97 | NA | NA | … | … | NA | 0.82 | 5.77 | 4.71 | 4.33 | 1.52 | 2.45 | 1.44 | 0.44 | 2.71 | 3.35 | 2.47 | 2.30 | 2.50 | 2.01 | 1.99 | 2.67 | 2.49 | 4.69 | 4.79 | 2.93 | 2.73 | 2.84 | 3.41 | 4.75 |
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 Nevada 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate |
-6.92%
Feb 2006 – Feb 2009 |
-0.87%
Feb 2004 – Feb 2009 |
4.59%
Oct 2007 – Oct 2017 |
4.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Vanguard Nevada 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate |
17.89%
Feb 2009 – Feb 2012 |
14.16%
Feb 2009 – Feb 2014 |
9.27%
Feb 2009 – Feb 2019 |
8.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart