Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Wellstar Health System Valic 403b Marietta GA Plan Tactical Asset Allocation Moderate | NA | 29.67% | 5.91% | 11.90% | 6.26% | 6.52% | 7.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wellstar Health System Valic 403b Marietta GA 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 (%) | -1.46 | 29.67 | 5.91 | 11.90 | 6.26 | 6.52 | 7.14 | … | … | 0.32 | 10.69 | 18.38 | -15.22 | 20.77 | 22.55 | 8.62 | -7.16 | 11.87 | 0.94 | -4.76 | 4.68 | 13.97 | 6.80 | 2.71 | 3.75 | 18.45 | -0.63 | 9.31 | 12.23 | 5.98 | 12.87 | 26.38 | -2.54 | -0.78 |
| Sharpe Ratio | NA | 0.46 | -0.01 | 0.53 | 0.35 | NA | NA | … | … | 0.03 | 0.36 | 1.12 | -0.77 | 1.46 | 1.66 | 0.89 | -0.72 | 1.75 | 0.08 | -0.46 | 0.53 | 2.16 | 1.49 | 0.40 | 0.43 | 2.25 | -0.35 | 0.67 | 1.15 | 0.68 | 1.67 | 4.28 | -1.02 | -1.04 |
| Standard Deviation(%) | NA | 11.31 | 15.80 | 15.04 | 12.48 | NA | NA | … | … | 9.89 | 11.37 | 12.63 | 21.43 | 14.18 | 13.46 | 8.07 | 11.76 | 6.42 | 8.82 | 10.38 | 8.86 | 6.45 | 4.52 | 6.75 | 8.52 | 8.14 | 4.49 | 9.45 | 7.80 | 5.63 | 7.16 | 6.01 | 3.57 | 2.96 |
| Draw Down(%) | NA | 6.67 | 23.54 | 23.54 | 23.54 | NA | NA | … | … | 0.70 | 6.67 | 11.60 | 23.54 | 6.05 | 8.80 | 6.92 | 15.47 | 3.56 | 9.51 | 10.37 | 6.04 | 4.41 | 4.58 | 5.85 | 8.67 | 5.16 | 6.96 | 7.10 | 9.18 | 4.85 | 6.43 | 2.60 | 6.34 | 5.07 |
| Yield(%) | NA | 2.22 | 6.93 | 6.08 | 4.80 | NA | NA | … | … | NA | 0.36 | 2.13 | 5.16 | 13.33 | 6.19 | 4.30 | 0.91 | 0.32 | 4.50 | 4.67 | 6.72 | 3.00 | 4.12 | 2.54 | 3.92 | 3.96 | 3.03 | 3.98 | 4.46 | 5.25 | 3.18 | 1.89 | 1.76 | 3.87 |
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 |
|---|---|---|---|---|
| Wellstar Health System Valic 403b Marietta GA Plan Tactical Asset Allocation Moderate |
0.09%
May 2017 – May 2020 |
-0.16%
Aug 2014 – Aug 2019 |
3.28%
Apr 2010 – Apr 2020 |
4.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wellstar Health System Valic 403b Marietta GA Plan Tactical Asset Allocation Moderate |
17.15%
Dec 2018 – Dec 2021 |
13.63%
Oct 2002 – Oct 2007 |
9.71%
Mar 2003 – Mar 2013 |
8.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart