Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| the North Carolina National College Savings Program Asset Allocation Composite Moderate | 4.87% | 20.16% | 14.21% | 6.39% | 8.61% | 7.47% | 7.04% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| the North Carolina National College Savings Program 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 (%) | 0.44 | 20.16 | 14.21 | 6.39 | 8.61 | 7.47 | 7.04 | … | … | 4.87 | 16.60 | 10.67 | 8.47 | -15.53 | 12.31 | 13.63 | 19.32 | -5.02 | 15.39 | 7.12 | -0.60 | 6.56 | 15.50 | 11.68 | 0.39 | 11.81 | 21.45 | -20.52 | 8.06 | 13.32 | 6.62 | 10.98 | 20.42 | -9.47 | -10.96 |
| Sharpe Ratio | NA | 2.18 | 1.20 | 0.37 | 0.68 | NA | NA | … | … | 0.39 | 1.44 | 0.99 | 0.71 | -1.60 | 1.51 | 0.76 | 2.76 | -0.72 | 3.72 | 0.88 | -0.07 | 1.06 | 2.17 | 1.50 | 0.03 | 1.08 | 1.35 | -1.09 | 0.50 | 1.40 | 0.74 | 1.52 | 2.62 | -0.92 | -1.28 |
| Standard Deviation(%) | NA | 8.19 | 8.40 | 8.69 | 9.42 | NA | NA | … | … | 10.76 | 9.56 | 7.14 | 6.80 | 10.58 | 8.11 | 17.64 | 6.48 | 8.91 | 3.96 | 7.88 | 8.36 | 6.19 | 7.12 | 7.73 | 13.48 | 10.86 | 15.82 | 19.76 | 9.80 | 7.05 | 5.88 | 6.58 | 7.52 | 11.55 | 10.45 |
| Draw Down(%) | NA | 7.02 | 9.24 | 18.92 | 21.51 | NA | NA | … | … | 7.02 | 9.24 | 4.84 | 6.55 | 18.34 | 3.64 | 21.51 | 3.12 | 11.49 | 1.25 | 5.88 | 8.29 | 4.84 | 5.86 | 6.44 | 12.20 | 8.78 | 17.24 | 29.99 | 6.02 | 6.93 | 4.06 | 6.13 | 6.36 | 16.78 | 19.03 |
| Yield(%) | NA | 3.40 | 2.63 | 2.47 | 2.40 | NA | NA | … | … | NA | NA | 0.97 | 3.40 | 1.79 | 2.05 | 1.98 | 2.49 | 2.25 | 2.38 | 2.43 | 2.26 | 2.54 | 2.46 | 2.92 | 2.77 | 2.67 | 3.19 | 3.15 | 3.32 | 3.19 | 2.95 | 3.02 | 3.34 | 3.06 | 1.76 |
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 North Carolina National College Savings Program Asset Allocation Composite Moderate |
-5.78%
Feb 2006 – Feb 2009 |
-0.30%
Feb 2004 – Feb 2009 |
4.97%
Feb 2001 – Feb 2011 |
5.05%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| the North Carolina National College Savings Program Asset Allocation Composite Moderate |
18.05%
Feb 2009 – Feb 2012 |
15.12%
Feb 2009 – Feb 2014 |
10.24%
Feb 2009 – Feb 2019 |
8.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart