Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Vanguard New York 529 College Savings Program Direct Plan Asset Allocation Composite Moderate | NA | 23.02% | 5.73% | 10.60% | 8.84% | 9.17% | 7.75% | 7.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Vanguard New York 529 College Savings Program Direct Plan Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.18 | 23.02 | 5.73 | 10.60 | 8.84 | 9.17 | 7.75 | 7.67 | NA | 15.06 | 16.83 | -15.10 | 14.62 | 20.60 | 21.77 | -3.93 | 9.92 | 9.69 | 0.72 | 6.45 | 16.75 | 12.35 | -1.77 | 15.06 | 18.46 | -23.30 | 7.80 | 12.42 | 7.77 | 13.02 | 22.74 | -7.00 | -1.98 |
| Sharpe Ratio | NA | 0.47 | 0.31 | 0.60 | 0.61 | NA | NA | 0.53 | -0.04 | 0.87 | 1.66 | -1.11 | 1.51 | 1.03 | 2.67 | -0.50 | 1.93 | 1.34 | 0.12 | 1.10 | 2.21 | 1.53 | -0.12 | 1.20 | 1.18 | -1.13 | 0.49 | 1.14 | 0.85 | 1.55 | 2.80 | -0.69 | -0.36 |
| Standard Deviation(%) | NA | 10.04 | 10.80 | 13.08 | 10.71 | NA | NA | 11.17 | 10.69 | 9.70 | 7.57 | 14.85 | 9.69 | 19.75 | 7.62 | 10.42 | 4.82 | 7.08 | 5.94 | 5.88 | 7.55 | 8.04 | 15.32 | 12.51 | 15.63 | 21.48 | 9.72 | 8.06 | 6.56 | 7.80 | 7.88 | 11.73 | 12.08 |
| Draw Down(%) | NA | 5.60 | 13.41 | 19.27 | 21.79 | NA | NA | 37.02 | 3.52 | 5.60 | 5.60 | 18.76 | 3.87 | 21.79 | 3.77 | 13.31 | 2.24 | 4.12 | 4.98 | 4.10 | 5.61 | 6.74 | 14.97 | 9.58 | 17.20 | 33.82 | 6.78 | 8.06 | 4.21 | 6.97 | 6.78 | 17.51 | 15.87 |
| Yield(%) | NA | 2.55 | 1.98 | 1.88 | 1.82 | NA | NA | 2.41 | NA | 0.78 | 2.77 | 1.37 | 1.18 | 1.72 | 2.10 | 1.76 | 1.76 | 2.09 | 1.34 | 1.64 | 2.50 | 3.18 | 2.26 | 2.63 | 3.10 | 3.11 | 3.29 | 2.95 | 3.02 | 2.70 | 2.53 | 2.95 | 2.67 |
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 Asset Allocation Composite Moderate |
-7.65%
Feb 2006 - Feb 2009 |
-0.81%
Feb 2004 - Feb 2009 |
5.06%
May 2007 - May 2017 |
5.69%
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 Asset Allocation Composite Moderate |
18.95%
Dec 2018 - Dec 2021 |
15.38%
Feb 2009 - Feb 2014 |
10.61%
Dec 2011 - Dec 2021 |
10.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart