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 INVESTOR B SHARES Tactical Asset Allocation Moderate | NA | 7.39% | 7.22% | 4.47% | 5.76% | 8.47% | 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 INVESTOR 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 (%) | 0.20 | 7.39 | 7.22 | 4.47 | 5.76 | 8.47 | NA | … | … | 11.85 | -2.10 | 16.08 | 3.70 | -5.45 | 0.88 | 11.84 | 8.35 | -0.68 | 10.64 | 31.23 | -8.80 | 20.40 | 16.25 | 15.24 | 11.90 | 22.47 | 9.01 | 6.21 |
| Sharpe Ratio | NA | 2.16 | 1.15 | 0.61 | 0.64 | NA | NA | … | … | 2.16 | -0.42 | 2.94 | 0.68 | -0.78 | 0.13 | 1.60 | 1.77 | -0.06 | 0.91 | 3.28 | -1.55 | 1.41 | 1.23 | 1.90 | 1.20 | 4.03 | 1.57 | 0.87 |
| Standard Deviation(%) | NA | 4.84 | 6.23 | 6.20 | 7.63 | NA | NA | … | … | 4.84 | 8.08 | 5.25 | 5.11 | 7.01 | 6.90 | 7.39 | 4.68 | 11.46 | 11.64 | 9.49 | 6.27 | 12.28 | 10.54 | 6.87 | 9.12 | 5.40 | 5.05 | 4.48 |
| Draw Down(%) | NA | 2.59 | 8.58 | 10.91 | 11.78 | NA | NA | … | … | 2.59 | 8.58 | 2.21 | 5.47 | 10.91 | 5.47 | 6.03 | 3.53 | 11.78 | 8.52 | 4.63 | 9.99 | 8.35 | 14.45 | 5.40 | 13.11 | 2.12 | 6.37 | 3.32 |
| Yield(%) | NA | 2.42 | 1.98 | 2.64 | 2.77 | NA | NA | … | … | 2.43 | 2.98 | 0.33 | 2.64 | 4.79 | 4.39 | 4.02 | 1.60 | 1.07 | 3.34 | 3.72 | 2.48 | 7.60 | 10.38 | 4.20 | 3.52 | 3.84 | 4.18 | 5.43 |
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 INVESTOR B SHARES Tactical Asset Allocation Moderate |
-0.36%
Dec 2013 – Dec 2016 |
1.63%
Apr 2011 – Apr 2016 |
5.45%
Nov 2009 – Nov 2019 |
8.04%
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 INVESTOR B SHARES Tactical Asset Allocation Moderate |
21.07%
Oct 2004 – Oct 2007 |
18.26%
Oct 2002 – Oct 2007 |
13.47%
Apr 2001 – Apr 2011 |
10.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart