Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Guardian Insurance & Annuity Company GUARDIAN INV RETIREMENT ASSET MGR B SHARES Tactical Asset Allocation Moderate | NA | 5.11% | 5.99% | 3.36% | 5.35% | 7.45% | NA | … | … |
Data as of 10/31/2019, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Guardian Insurance & Annuity Company GUARDIAN INV RETIREMENT ASSET MGR B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 12/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 5.11 | 5.99 | 3.36 | 5.35 | 7.45 | NA | … | … | 8.78 | -1.56 | 15.01 | -0.33 | -3.50 | 1.08 | 11.94 | 8.06 | -0.54 | 11.23 | 17.66 | -7.92 | 20.41 | 16.47 | 15.51 | 11.86 | 24.21 | 9.99 | 6.20 |
| Sharpe Ratio | NA | 1.48 | 0.99 | 0.43 | 0.58 | NA | NA | … | … | 1.48 | -0.37 | 2.68 | -0.09 | -0.49 | 0.15 | 1.60 | 1.86 | -0.05 | 0.92 | 1.67 | -1.36 | 1.42 | 1.25 | 1.93 | 1.19 | 4.24 | 1.69 | 0.87 |
| Standard Deviation(%) | NA | 4.98 | 6.14 | 6.31 | 7.73 | NA | NA | … | … | 4.98 | 7.70 | 5.36 | 5.79 | 7.24 | 7.03 | 7.46 | 4.30 | 11.30 | 12.16 | 10.54 | 6.51 | 12.27 | 10.52 | 6.93 | 9.15 | 5.55 | 5.27 | 4.46 |
| Draw Down(%) | NA | 3.43 | 8.07 | 10.43 | 11.89 | NA | NA | … | … | 3.43 | 8.07 | 2.23 | 5.70 | 9.79 | 5.65 | 6.17 | 3.05 | 11.89 | 8.48 | 5.62 | 10.54 | 8.35 | 14.40 | 5.33 | 13.07 | 2.14 | 6.06 | 3.14 |
| Yield(%) | NA | 2.74 | 2.53 | 3.02 | 2.85 | NA | NA | … | … | 2.75 | 4.32 | 0.32 | 3.22 | 4.37 | 3.19 | 4.20 | 1.57 | 1.10 | 3.35 | 3.14 | 2.88 | 7.64 | 10.39 | 4.05 | 3.46 | 4.32 | 4.12 | 5.48 |
Data as of 10/31/2019, 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 |
|---|---|---|---|---|
| Guardian Insurance & Annuity Company GUARDIAN INV RETIREMENT ASSET MGR B SHARES Tactical Asset Alloc |
-0.94%
Dec 2013 – Dec 2016 |
1.67%
Apr 2011 – Apr 2016 |
4.48%
Oct 2007 – Oct 2017 |
7.10%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Guardian Insurance & Annuity Company GUARDIAN INV RETIREMENT ASSET MGR B SHARES Tactical Asset Alloc |
21.22%
Oct 2004 – Oct 2007 |
18.76%
Oct 2002 – Oct 2007 |
12.71%
Apr 2001 – Apr 2011 |
9.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart