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 VALUE GUARD NQ X B SHARES Tactical Asset Allocation Moderate | NA | 16.58% | 4.12% | 9.32% | 8.86% | 10.24% | 9.99% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Guardian Insurance & Annuity Company VALUE GUARD NQ X B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.58 | 16.58 | 4.12 | 9.32 | 8.86 | 10.24 | 9.99 | … | … | 1.14 | 8.87 | 13.20 | -10.05 | 11.16 | 22.59 | 18.84 | 0.34 | 18.09 | 6.84 | 0.45 | 7.50 | 22.03 | 11.27 | 4.22 | 17.70 | 10.76 | 7.07 | 10.63 | 8.97 | 7.17 | 6.84 | 4.33 | -4.84 | 6.08 |
| Sharpe Ratio | NA | 0.40 | 0.04 | 0.48 | 0.63 | NA | NA | … | … | 0.07 | 0.22 | 1.01 | -0.80 | 0.95 | 1.36 | 2.29 | -0.07 | 2.49 | 0.69 | 0.04 | 0.56 | 3.09 | 1.43 | 0.31 | 2.07 | 1.30 | 1.12 | 0.79 | 0.70 | 0.46 | 0.62 | 0.47 | -0.85 | 0.83 |
| Standard Deviation(%) | NA | 10.32 | 11.42 | 12.68 | 11.42 | NA | NA | … | … | 15.73 | 10.27 | 8.90 | 14.35 | 11.77 | 16.47 | 7.62 | 13.28 | 7.02 | 9.65 | 11.34 | 13.42 | 7.12 | 7.86 | 13.63 | 8.50 | 8.19 | 5.50 | 9.66 | 8.17 | 10.77 | 9.59 | 7.74 | 7.02 | 4.52 |
| Draw Down(%) | NA | 8.06 | 14.50 | 16.33 | 16.33 | NA | NA | … | … | 1.37 | 8.06 | 6.88 | 15.65 | 5.99 | 15.19 | 3.15 | 14.94 | 2.77 | 6.66 | 9.93 | 7.06 | 2.99 | 5.74 | 10.92 | 5.14 | 4.66 | 3.13 | 6.91 | 9.37 | 8.21 | 9.42 | 5.44 | 8.98 | 4.13 |
| Yield(%) | NA | 2.68 | 5.90 | 5.02 | 4.79 | NA | NA | … | … | NA | 1.86 | 1.80 | 4.41 | 9.56 | 6.21 | 2.57 | 5.60 | 7.71 | 1.80 | 1.76 | 7.56 | 1.37 | 2.04 | 2.00 | 2.17 | 2.12 | 4.12 | 10.34 | 7.67 | 6.60 | 11.01 | 9.31 | 4.01 | 5.02 |
Data as of 10/31/2024, 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 VALUE GUARD NQ X B SHARES Tactical Asset Allocation Moderate |
-1.02%
Aug 2001 – Aug 2004 |
3.19%
Sep 2001 – Sep 2006 |
6.50%
Sep 2001 – Sep 2011 |
7.50%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Guardian Insurance & Annuity Company VALUE GUARD NQ X B SHARES Tactical Asset Allocation Moderate |
17.43%
Dec 2018 – Dec 2021 |
14.54%
Jun 2009 – Jun 2014 |
11.65%
Aug 2004 – Aug 2014 |
11.40%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart