Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| University of Washington Retirement Plan Vanguard Tactical Asset Allocation Moderate | NA | 1.92% | 5.14% | 12.18% | 7.84% | 9.09% | 9.58% | … | … |
Data as of 03/31/2025, Common starting date is 01/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| University of Washington Retirement Plan Vanguard Tactical Asset Allocation Moderate | 01/02/2001 | 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 (%) | -2.11 | 1.92 | 5.14 | 12.18 | 7.84 | 9.09 | 9.58 | … | … | 0.66 | 14.55 | 9.71 | -6.10 | 10.21 | 24.29 | 19.80 | -3.41 | 13.02 | 7.91 | 0.93 | 10.23 | 17.12 | 11.97 | 6.51 | 14.35 | 14.12 | 3.56 | 10.31 | 14.12 | 7.22 | 12.56 | 15.05 | 9.37 | 3.27 |
| Sharpe Ratio | NA | 0.19 | 0.38 | 0.68 | 0.60 | NA | NA | … | … | -0.04 | 0.94 | 0.65 | -0.62 | 0.94 | 1.15 | 2.57 | -0.45 | 2.51 | 0.95 | 0.10 | 1.36 | 2.34 | 1.57 | 0.50 | 1.37 | 1.38 | 0.40 | 0.74 | 1.38 | 0.75 | 1.59 | 1.84 | 1.57 | 0.11 |
| Standard Deviation(%) | NA | 14.25 | 11.94 | 12.08 | 11.65 | NA | NA | … | … | 16.82 | 11.57 | 9.30 | 12.23 | 10.83 | 20.86 | 7.13 | 10.66 | 4.92 | 8.11 | 9.17 | 7.50 | 7.29 | 7.58 | 12.90 | 10.40 | 10.13 | 6.40 | 9.63 | 7.74 | 6.62 | 7.26 | 7.80 | 5.24 | 7.49 |
| Draw Down(%) | NA | 15.68 | 15.68 | 15.68 | 22.59 | NA | NA | … | … | 14.00 | 7.55 | 8.30 | 13.49 | 6.29 | 22.59 | 3.60 | 13.02 | 2.12 | 5.56 | 8.72 | 4.39 | 5.07 | 5.85 | 9.95 | 8.53 | 7.47 | 4.95 | 6.30 | 8.98 | 4.59 | 7.48 | 4.76 | 3.64 | 7.38 |
| Yield(%) | NA | 2.05 | 3.61 | 4.35 | 4.25 | NA | NA | … | … | NA | 1.26 | 1.86 | 2.60 | 6.09 | 4.05 | 8.01 | 3.20 | 2.91 | 2.48 | 6.19 | 6.39 | 3.71 | 3.65 | 4.05 | 3.70 | 4.80 | 4.29 | 6.24 | 7.03 | 4.04 | 3.27 | 4.22 | 6.23 | 4.51 |
Data as of 03/31/2025, Common starting date is 01/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| University of Washington Retirement Plan Vanguard Tactical Asset Allocation Moderate |
3.51%
Mar 2017 – Mar 2020 |
3.67%
Mar 2015 – Mar 2020 |
7.58%
Mar 2010 – Mar 2020 |
8.73%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| University of Washington Retirement Plan Vanguard Tactical Asset Allocation Moderate |
17.95%
Dec 2018 – Dec 2021 |
14.54%
Jun 2009 – Jun 2014 |
11.91%
Apr 2003 – Apr 2013 |
10.92%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart