Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Colorado State University Tax-Deferred Plan VALIC Tactical Asset Allocation Moderate | NA | 8.81% | 15.20% | 8.27% | 8.05% | 7.72% | 7.69% | … | … |
Data as of 12/31/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Colorado State University Tax-Deferred Plan VALIC Tactical Asset Allocation Moderate | 12/31/2000 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 8.81 | 15.20 | 8.27 | 8.05 | 7.72 | 7.69 | … | … | -0.43 | 8.81 | 18.69 | 18.37 | -13.15 | 12.60 | 8.32 | -2.44 | 4.88 | 15.81 | 13.77 | 2.35 | 8.29 | 9.46 | 7.21 | 7.90 | 8.35 | 3.35 | 16.41 | 18.52 | -7.05 | 1.78 |
| Sharpe Ratio | NA | 0.35 | 0.91 | 0.58 | 0.65 | NA | NA | … | … | -0.03 | 0.83 | 0.92 | 2.60 | -1.17 | 1.78 | 0.90 | -0.26 | 0.55 | 1.90 | 1.85 | 0.16 | 0.72 | 0.80 | 0.87 | 0.39 | 0.57 | 0.11 | 1.36 | 1.72 | -1.12 | -0.09 |
| Standard Deviation(%) | NA | 10.31 | 13.79 | 12.45 | 10.76 | NA | NA | … | … | 13.18 | 10.57 | 20.13 | 6.52 | 12.36 | 6.72 | 9.02 | 9.52 | 8.86 | 8.31 | 7.40 | 14.21 | 11.37 | 11.70 | 7.19 | 12.45 | 8.93 | 10.65 | 11.41 | 10.39 | 7.27 | 5.81 |
| Draw Down(%) | NA | 4.70 | 23.04 | 23.04 | 23.04 | NA | NA | … | … | 4.70 | 5.94 | 23.04 | 3.15 | 20.32 | 3.41 | 6.62 | 8.92 | 5.87 | 8.17 | 5.73 | 12.70 | 9.88 | 10.67 | 4.37 | 8.48 | 8.13 | 6.91 | 8.03 | 7.76 | 11.34 | 5.32 |
| Yield(%) | NA | 5.74 | 3.28 | 2.78 | 4.31 | NA | NA | … | … | 0.00 | 6.02 | 1.78 | 2.45 | 1.05 | 5.01 | 5.58 | 10.70 | 4.80 | 0.00 | 6.00 | 3.64 | 2.63 | 2.82 | 2.37 | 5.08 | 1.69 | 1.22 | 3.50 | 0.90 | 1.75 | 4.60 |
Data as of 12/31/2021, 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 |
|---|---|---|---|---|
| Colorado State University Tax-Deferred Plan VALIC Tactical Asset Allocation Moderate |
0.44%
Mar 2017 – Mar 2020 |
0.97%
Mar 2015 – Mar 2020 |
4.91%
Mar 2010 – Mar 2020 |
5.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Colorado State University Tax-Deferred Plan VALIC Tactical Asset Allocation Moderate |
16.68%
Mar 2003 – Mar 2006 |
12.41%
Jun 2009 – Jun 2014 |
10.49%
Apr 2003 – Apr 2013 |
9.33%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart