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 (FLEXIBLE) B SHARES Tactical Asset Allocation Moderate | NA | 18.17% | 2.52% | 4.73% | 4.06% | 5.84% | 8.20% | … | … |
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 II (FLEXIBLE) 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 (%) | -0.95 | 18.17 | 2.52 | 4.73 | 4.06 | 5.84 | 8.20 | … | … | 0.40 | 3.00 | 6.02 | -7.90 | 9.64 | 2.90 | 16.42 | -11.58 | 14.66 | 5.92 | -3.28 | 4.56 | 13.90 | 13.54 | 2.12 | 10.40 | 20.88 | 0.71 | 20.28 | 19.44 | 15.21 | 13.25 | 18.32 | -3.98 | -0.83 |
| Sharpe Ratio | NA | -0.38 | -0.41 | 0.01 | 0.17 | NA | NA | … | … | 0.14 | -0.42 | 0.24 | -0.79 | 0.92 | 0.14 | 2.40 | -1.48 | 2.43 | 0.70 | -0.39 | 0.70 | 1.98 | 1.74 | 0.14 | 0.96 | 2.04 | -0.04 | 1.32 | 1.48 | 1.99 | 1.34 | 2.65 | -0.94 | -0.48 |
| Standard Deviation(%) | NA | 8.53 | 9.35 | 12.06 | 10.06 | NA | NA | … | … | 2.40 | 8.56 | 7.28 | 11.71 | 10.49 | 18.83 | 6.25 | 8.73 | 5.78 | 8.16 | 8.47 | 6.45 | 7.01 | 7.76 | 14.53 | 10.77 | 10.16 | 5.06 | 13.07 | 10.90 | 6.54 | 9.16 | 6.64 | 5.40 | 6.53 |
| Draw Down(%) | NA | 9.09 | 14.58 | 25.21 | 25.21 | NA | NA | … | … | 0.06 | 9.07 | 6.91 | 14.58 | 5.30 | 25.21 | 3.36 | 16.85 | 2.12 | 6.28 | 8.74 | 5.77 | 4.89 | 5.51 | 12.95 | 8.47 | 5.18 | 3.15 | 9.20 | 14.18 | 5.61 | 10.99 | 4.88 | 8.47 | 9.89 |
| Yield(%) | NA | 6.25 | 8.34 | 6.65 | 7.28 | NA | NA | … | … | NA | 1.76 | 5.62 | 9.14 | 8.04 | 3.11 | 5.60 | 9.74 | 5.81 | 6.38 | 9.88 | 8.16 | 5.05 | 1.92 | 5.11 | 3.80 | 3.46 | 3.70 | 7.50 | 8.10 | 4.08 | 3.19 | 3.11 | 3.57 | 4.66 |
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 II (FLEXIBLE) B SHARES Tactical Asset Allocation Mo |
-1.99%
Mar 2017 – Mar 2020 |
-0.15%
Mar 2015 – Mar 2020 |
2.92%
Oct 2013 – Oct 2023 |
5.04%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Guardian Insurance & Annuity Company VALUE GUARD II (FLEXIBLE) B SHARES Tactical Asset Allocation Mo |
22.17%
Oct 2004 – Oct 2007 |
17.80%
Feb 2003 – Feb 2008 |
13.69%
Mar 2003 – Mar 2013 |
11.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart