Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASTCX (STRATEGIC ALLOCATION: MODERATE FUND C CLASS) | 3.84% | 12.34% | 11.04% | 1.90% | 5.44% | 5.46% | 5.05% | … | … |
Data as of 06/05/2026, Common starting date is 12/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASTCX (STRATEGIC ALLOCATION: MODERATE FUND C CLASS) | 12/13/2001 | 06/05/2026 |
| 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 (%) | -1.60 | 12.34 | 11.04 | 1.90 | 5.44 | 5.46 | 5.05 | … | … | 3.84 | 12.58 | 9.47 | 11.78 | -18.28 | 1.55 | 10.23 | 19.50 | -6.92 | 14.17 | 5.25 | -2.79 | 5.71 | 14.20 | 11.73 | -0.29 | 11.52 | 19.98 | -26.76 | 10.06 | 11.29 | 5.40 | 8.48 | 21.77 | -10.43 | 1.71 |
| Sharpe Ratio | NA | 1.12 | 0.82 | -0.05 | 0.32 | NA | NA | … | … | 0.65 | 0.89 | 0.73 | 0.94 | -1.22 | 0.12 | 0.46 | 2.41 | -0.84 | 3.16 | 0.53 | -0.29 | 0.78 | 1.91 | 1.39 | -0.02 | 0.94 | 1.24 | -1.12 | 0.67 | 1.08 | 0.50 | 1.06 | 2.42 | -0.98 | 9.09 |
| Standard Deviation(%) | NA | 8.62 | 9.49 | 11.74 | 11.95 | NA | NA | … | … | 10.33 | 10.92 | 8.05 | 8.68 | 16.22 | 12.94 | 21.84 | 7.48 | 9.89 | 4.30 | 9.50 | 9.64 | 7.30 | 7.40 | 8.45 | 15.96 | 12.15 | 16.08 | 24.69 | 10.32 | 7.31 | 6.31 | 7.10 | 8.68 | 11.82 | 5.07 |
| Draw Down(%) | NA | 6.95 | 11.41 | 28.88 | 28.88 | NA | NA | … | … | 6.95 | 11.41 | 4.25 | 8.85 | 21.03 | 9.94 | 25.57 | 3.91 | 14.82 | 1.26 | 7.91 | 9.67 | 5.92 | 5.90 | 7.12 | 14.06 | 9.49 | 16.21 | 35.53 | 6.71 | 8.22 | 5.05 | 6.64 | 7.79 | 17.98 | 0.34 |
| Yield(%) | 0.00 | 6.41 | 4.74 | 2.57 | 4.87 | 5.23 | 4.90 | … | … | 0.00 | 6.67 | 5.25 | 1.44 | 1.07 | 0.70 | 0.37 | 14.21 | 9.41 | 10.58 | 1.47 | 6.66 | 8.48 | 9.18 | 4.70 | 1.53 | 0.45 | 0.87 | 1.45 | 12.06 | 6.94 | 5.86 | 1.85 | 0.34 | 0.76 | 0.33 |
Data as of 06/05/2026, Common starting date is 12/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASTCX (STRATEGIC ALLOCATION: MODERATE FUND C CLASS) |
-7.85%
Feb 2006 – Feb 2009 |
-2.26%
Feb 2004 – Feb 2009 |
2.53%
Oct 2013 – Oct 2023 |
2.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASTCX (STRATEGIC ALLOCATION: MODERATE FUND C CLASS) |
16.81%
Feb 2009 – Feb 2012 |
14.05%
Feb 2009 – Feb 2014 |
8.97%
Feb 2009 – Feb 2019 |
7.00%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart