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 II B SHARES Tactical Asset Allocation Moderate | NA | 6.11% | 6.55% | 4.29% | 6.65% | 9.10% | 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 VALUE GUARD II 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 | 6.11 | 6.55 | 4.29 | 6.65 | 9.10 | NA | … | … | 10.10 | -1.89 | 15.49 | 4.64 | -4.95 | 4.76 | 12.08 | 10.14 | 1.18 | 11.86 | 31.24 | -7.70 | 20.68 | 15.28 | 14.74 | 11.93 | 22.32 | 9.00 | 5.98 |
| Sharpe Ratio | NA | 1.86 | 1.05 | 0.60 | 0.77 | NA | NA | … | … | 1.86 | -0.39 | 2.87 | 0.86 | -0.72 | 0.82 | 1.77 | 2.16 | 0.11 | 0.98 | 3.31 | -1.39 | 1.50 | 1.25 | 1.85 | 1.32 | 4.03 | 1.57 | 0.82 |
| Standard Deviation(%) | NA | 4.66 | 6.23 | 6.18 | 7.46 | NA | NA | … | … | 4.66 | 8.23 | 5.18 | 5.18 | 6.89 | 5.75 | 6.81 | 4.66 | 10.97 | 12.03 | 9.40 | 6.20 | 11.77 | 9.59 | 6.80 | 8.34 | 5.36 | 5.05 | 4.49 |
| Draw Down(%) | NA | 2.62 | 8.78 | 10.79 | 11.49 | NA | NA | … | … | 2.62 | 8.78 | 2.22 | 5.47 | 10.79 | 5.46 | 6.11 | 3.27 | 11.49 | 8.28 | 4.43 | 9.03 | 8.48 | 12.99 | 5.51 | 11.79 | 2.10 | 6.37 | 3.32 |
| Yield(%) | NA | 2.45 | 2.36 | 3.26 | 3.48 | NA | NA | … | … | 2.46 | 4.08 | 0.33 | 2.66 | 6.69 | 5.54 | 3.62 | 3.33 | 2.33 | 3.50 | 3.58 | 2.46 | 6.66 | 9.85 | 4.04 | 3.26 | 3.89 | 4.18 | 5.36 |
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 VALUE GUARD II B SHARES Tactical Asset Allocation Moderate |
1.38%
Dec 2013 – Dec 2016 |
3.20%
May 2014 – May 2019 |
6.32%
Nov 2009 – Nov 2019 |
8.64%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Guardian Insurance & Annuity Company VALUE GUARD II B SHARES Tactical Asset Allocation Moderate |
20.73%
Oct 2004 – Oct 2007 |
17.95%
Oct 2002 – Oct 2007 |
13.52%
Apr 2001 – Apr 2011 |
10.84%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart