Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVA Retirement Plan Tactical Asset Allocation Moderate | NA | 13.21% | 21.02% | 17.16% | 9.78% | 8.83% | 9.26% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVA Retirement Plan 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 (%) | -1.36 | 13.21 | 21.02 | 17.16 | 9.78 | 8.83 | 9.26 | … | … | 0.57 | 9.95 | 83.73 | -10.98 | 11.82 | 7.54 | 10.53 | -6.62 | 10.16 | 4.50 | -1.90 | 3.18 | 11.94 | 8.66 | -3.62 | 11.45 | 13.46 | -0.11 | 13.30 | 16.38 | 7.89 | 15.21 | 17.62 | 6.69 | 8.99 |
| Sharpe Ratio | NA | 0.57 | 0.52 | 0.51 | 0.40 | NA | NA | … | … | 0.07 | 0.35 | 1.34 | -0.83 | 1.24 | 0.81 | 2.65 | -1.16 | 1.90 | 1.00 | -0.40 | 0.60 | 2.01 | 1.68 | -0.50 | 1.30 | 1.83 | -0.12 | 1.30 | 1.93 | 1.19 | 2.46 | 4.02 | 1.61 | 1.71 |
| Standard Deviation(%) | NA | 9.56 | 35.69 | 28.23 | 20.26 | NA | NA | … | … | 7.27 | 9.56 | 59.35 | 14.85 | 9.54 | 8.97 | 3.44 | 6.83 | 5.03 | 4.31 | 4.76 | 5.30 | 5.92 | 5.14 | 7.30 | 8.73 | 7.31 | 8.50 | 7.91 | 6.79 | 4.79 | 5.80 | 4.21 | 3.46 | 3.91 |
| Draw Down(%) | NA | 6.72 | 17.35 | 17.35 | 17.35 | NA | NA | … | … | 0.39 | 6.72 | 6.82 | 17.35 | 6.51 | 10.72 | 1.73 | 10.73 | 2.99 | 2.85 | 5.66 | 6.32 | 5.76 | 3.59 | 9.56 | 6.89 | 4.37 | 13.18 | 6.88 | 7.07 | 3.81 | 5.90 | 1.58 | 4.19 | 2.58 |
| Yield(%) | NA | 6.35 | 12.74 | 9.38 | 5.96 | NA | NA | … | … | NA | 4.69 | 5.01 | 15.90 | 14.37 | 4.67 | 4.55 | 2.98 | 0.41 | 3.20 | 2.20 | 3.72 | 3.35 | 3.12 | 6.30 | 4.24 | 4.24 | 4.44 | 6.28 | 6.06 | 3.51 | 3.93 | 2.90 | 7.59 | 9.50 |
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 |
|---|---|---|---|---|
| SVA Retirement Plan Tactical Asset Allocation Moderate |
-0.98%
Oct 2017 – Oct 2020 |
1.47%
Sep 2017 – Sep 2022 |
3.23%
Oct 2010 – Oct 2020 |
3.76%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVA Retirement Plan Tactical Asset Allocation Moderate |
27.06%
Mar 2020 – Mar 2023 |
17.77%
May 2019 – May 2024 |
11.34%
Apr 2001 – Apr 2011 |
9.18%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart