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 THE GUARDIAN INVESTOR ASSET BUILDER 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate | NA | 7.17% | 6.53% | 4.05% | 6.61% | 9.05% | 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 THE GUARDIAN INVESTOR ASSET BUILDER 7-YEAR CDSC 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 (%) | 0.22 | 7.17 | 6.53 | 4.05 | 6.61 | 9.05 | NA | … | … | 10.72 | -2.75 | 14.84 | 1.93 | -3.91 | 4.77 | 12.85 | 8.55 | 1.93 | 13.24 | 31.05 | -9.26 | 21.08 | 16.22 | 15.39 | 11.95 | 23.09 | 8.54 | 3.54 |
| Sharpe Ratio | NA | 1.94 | 1.00 | 0.50 | 0.72 | NA | NA | … | … | 1.94 | -0.51 | 2.67 | 0.29 | -0.55 | 0.73 | 1.86 | 1.58 | 0.17 | 1.02 | 3.12 | -1.48 | 1.47 | 1.35 | 1.90 | 1.23 | 4.16 | 1.45 | 0.18 |
| Standard Deviation(%) | NA | 4.79 | 6.21 | 6.36 | 7.84 | NA | NA | … | … | 4.79 | 8.00 | 5.31 | 5.96 | 7.15 | 6.53 | 6.89 | 5.39 | 11.28 | 12.91 | 9.92 | 6.87 | 12.25 | 9.57 | 6.95 | 8.96 | 5.39 | 5.13 | 6.88 |
| Draw Down(%) | NA | 2.88 | 9.83 | 9.83 | 11.77 | NA | NA | … | … | 2.88 | 9.83 | 2.43 | 5.60 | 9.82 | 5.82 | 5.53 | 4.51 | 11.77 | 8.94 | 4.57 | 11.81 | 8.99 | 13.03 | 5.56 | 12.51 | 2.03 | 6.63 | 5.27 |
| Yield(%) | NA | 3.36 | 2.12 | 2.66 | 3.43 | NA | NA | … | … | 3.38 | 2.06 | 0.62 | 4.30 | 2.78 | 4.79 | 6.74 | 3.16 | 2.30 | 3.90 | 4.44 | 3.10 | 7.36 | 12.38 | 4.68 | 3.31 | 3.70 | 3.83 | 3.35 |
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 THE GUARDIAN INVESTOR ASSET BUILDER 7-YEAR CDSC B SHARES Tactic |
0.68%
Feb 2014 – Feb 2017 |
2.75%
Feb 2014 – Feb 2019 |
6.27%
Nov 2009 – Nov 2019 |
8.55%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Guardian Insurance & Annuity Company THE GUARDIAN INVESTOR ASSET BUILDER 7-YEAR CDSC B SHARES Tactic |
21.64%
Oct 2004 – Oct 2007 |
18.61%
Oct 2002 – Oct 2007 |
13.57%
Apr 2001 – Apr 2011 |
10.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart