Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Pennsylvania Vanguard Investment Plan Tactical Asset Allocation Moderate | NA | 2.06% | 2.82% | 11.11% | 7.05% | 7.92% | 7.67% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Pennsylvania Vanguard Investment Plan 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 (%) | -2.57 | 2.06 | 2.82 | 11.11 | 7.05 | 7.92 | 7.67 | … | … | -0.62 | 12.63 | 17.19 | -18.75 | 15.90 | 21.26 | 21.95 | -2.43 | 13.91 | 6.56 | -1.70 | 6.03 | 17.99 | 13.43 | 3.60 | 8.14 | 20.51 | -12.68 | 6.39 | 10.34 | 8.03 | 13.41 | 19.80 | -1.13 | -3.25 |
| Sharpe Ratio | NA | 0.25 | 0.29 | 0.51 | 0.49 | NA | NA | … | … | -0.11 | 0.92 | 1.44 | -1.18 | 1.56 | 0.93 | 2.22 | -0.34 | 2.77 | 0.69 | -0.18 | 0.70 | 2.26 | 1.48 | 0.23 | 0.75 | 1.88 | -1.48 | 0.30 | 0.87 | 0.86 | 1.56 | 2.88 | -0.51 | -1.57 |
| Standard Deviation(%) | NA | 13.89 | 12.88 | 12.77 | 12.66 | NA | NA | … | … | 17.77 | 9.76 | 9.37 | 17.10 | 10.17 | 22.53 | 9.21 | 11.29 | 4.79 | 9.22 | 9.55 | 8.59 | 7.96 | 9.04 | 15.31 | 10.77 | 10.86 | 9.23 | 10.82 | 7.95 | 6.70 | 7.99 | 6.62 | 4.48 | 3.61 |
| Draw Down(%) | NA | 15.27 | 15.27 | 23.15 | 25.93 | NA | NA | … | … | 14.82 | 5.78 | 7.96 | 22.20 | 5.03 | 25.93 | 4.68 | 15.36 | 1.67 | 8.41 | 9.66 | 5.80 | 6.01 | 6.51 | 12.65 | 10.25 | 4.94 | 18.58 | 7.44 | 8.82 | 4.54 | 7.32 | 3.89 | 4.40 | 6.70 |
| Yield(%) | NA | 1.60 | 4.40 | 3.90 | 4.06 | NA | NA | … | … | NA | 0.69 | 1.80 | 4.33 | 7.01 | 3.21 | 3.76 | 4.41 | 3.73 | 3.43 | 3.57 | 5.91 | 4.51 | 2.80 | 2.15 | 1.86 | 1.97 | 4.18 | 3.79 | 3.28 | 4.53 | 2.93 | 3.41 | 1.15 | 2.10 |
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 |
|---|---|---|---|---|
| Pennsylvania Vanguard Investment Plan Tactical Asset Allocation Moderate |
-1.09%
Feb 2006 – Feb 2009 |
3.13%
Mar 2015 – Mar 2020 |
5.92%
Jan 2006 – Jan 2016 |
6.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pennsylvania Vanguard Investment Plan Tactical Asset Allocation Moderate |
19.67%
Dec 2018 – Dec 2021 |
14.18%
Oct 2016 – Oct 2021 |
11.24%
Sep 2011 – Sep 2021 |
9.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart