Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Arizona Board of Regents Optional Retirement Plan AIG VALIC Tactical Asset Allocation Moderate | NA | -2.77% | 4.55% | 10.48% | 6.70% | 7.73% | 8.12% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Arizona Board of Regents Optional Retirement Plan AIG VALIC Tactical Asset Allocation 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 (%) | -0.13 | -2.77 | 4.55 | 10.48 | 6.70 | 7.73 | 8.12 | … | … | -2.14 | 6.81 | 16.51 | -8.85 | 11.35 | 20.06 | 17.57 | -3.79 | 10.27 | 7.29 | -2.04 | 6.34 | 17.28 | 11.41 | 3.00 | 13.31 | 22.46 | -7.90 | 12.02 | 10.46 | 7.59 | 16.25 | 24.83 | 2.54 | 8.38 |
| Sharpe Ratio | NA | -0.45 | 0.25 | 0.58 | 0.49 | NA | NA | … | … | -0.25 | 0.33 | 1.50 | -0.83 | 1.07 | 1.10 | 2.79 | -0.56 | 1.85 | 0.77 | -0.22 | 0.84 | 2.35 | 1.44 | 0.22 | 1.22 | 2.28 | -1.07 | 0.95 | 0.87 | 0.78 | 1.67 | 3.38 | 0.22 | 1.10 |
| Standard Deviation(%) | NA | 11.81 | 10.54 | 10.71 | 10.62 | NA | NA | … | … | 13.78 | 9.52 | 8.56 | 12.35 | 10.55 | 18.05 | 5.76 | 9.27 | 5.20 | 9.15 | 9.30 | 7.58 | 7.35 | 7.91 | 13.47 | 10.86 | 9.83 | 8.25 | 9.35 | 8.13 | 6.87 | 9.14 | 7.13 | 6.31 | 5.40 |
| Draw Down(%) | NA | 16.98 | 16.98 | 16.98 | 20.28 | NA | NA | … | … | 12.05 | 8.24 | 6.81 | 15.10 | 6.28 | 20.28 | 2.39 | 11.55 | 3.53 | 7.25 | 10.12 | 7.90 | 4.80 | 6.30 | 10.75 | 8.70 | 5.16 | 15.46 | 7.12 | 9.85 | 5.05 | 7.60 | 4.76 | 5.03 | 4.13 |
| Yield(%) | NA | 8.43 | 5.84 | 5.62 | 6.76 | NA | NA | … | … | NA | 3.77 | 6.64 | 2.77 | 6.90 | 5.46 | 4.11 | 6.43 | 7.80 | 4.53 | 13.74 | 6.14 | 6.95 | 3.86 | 3.48 | 1.99 | 5.03 | 9.36 | 7.39 | 5.16 | 4.71 | 3.34 | 2.91 | 3.28 | 8.54 |
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 |
|---|---|---|---|---|
| Arizona Board of Regents Optional Retirement Plan AIG VALIC Tactical Asset Allocation Moderate |
2.54%
Mar 2017 – Mar 2020 |
3.04%
Mar 2015 – Mar 2020 |
6.20%
Oct 2013 – Oct 2023 |
6.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Arizona Board of Regents Optional Retirement Plan AIG VALIC Tactical Asset Allocation Moderate |
18.45%
Apr 2003 – Apr 2006 |
15.00%
Oct 2002 – Oct 2007 |
11.69%
Mar 2003 – Mar 2013 |
10.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart