Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Florida State University System Optional Retirement Program VALIC Retirement Tactical Asset Allocation Moderate | NA | 10.62% | -1.39% | 4.96% | 3.94% | 5.66% | 8.10% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Florida State University System Optional Retirement Program VALIC Retirement 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 (%) | -1.57 | 10.62 | -1.39 | 4.96 | 3.94 | 5.66 | 8.10 | … | … | 0.65 | -2.20 | 13.55 | -16.49 | 6.29 | 21.89 | 10.55 | -4.02 | 11.69 | 5.52 | -7.02 | 5.24 | 8.07 | 11.09 | -1.74 | 17.12 | 31.33 | -3.40 | 20.05 | 15.00 | 16.76 | 14.96 | 26.53 | 12.17 | 7.63 |
| Sharpe Ratio | NA | -0.84 | -0.66 | 0.14 | 0.22 | NA | NA | … | … | 0.06 | -1.03 | 1.26 | -1.91 | 0.62 | 2.02 | 1.74 | -0.69 | 1.93 | 0.92 | -1.11 | 0.79 | 1.13 | 0.32 | -0.18 | 1.30 | 2.70 | -0.75 | 1.45 | 1.24 | 2.11 | 1.59 | 5.43 | 3.03 | 0.95 |
| Standard Deviation(%) | NA | 8.48 | 8.49 | 9.35 | 7.94 | NA | NA | … | … | 9.53 | 8.56 | 7.36 | 9.37 | 10.18 | 10.72 | 5.26 | 7.73 | 5.73 | 5.76 | 6.34 | 6.58 | 7.12 | 34.27 | 9.73 | 13.13 | 11.58 | 5.73 | 11.74 | 9.50 | 6.93 | 8.80 | 4.76 | 3.65 | 5.63 |
| Draw Down(%) | NA | 7.84 | 15.15 | 19.18 | 19.18 | NA | NA | … | … | 0.78 | 7.84 | 6.49 | 17.09 | 7.55 | 11.80 | 2.93 | 10.76 | 3.89 | 4.95 | 11.54 | 6.41 | 7.50 | 21.96 | 9.60 | 8.44 | 5.11 | 8.86 | 9.37 | 13.89 | 5.25 | 10.61 | 1.82 | 2.42 | 2.51 |
| Yield(%) | NA | 3.75 | 3.03 | 4.45 | 3.56 | NA | NA | … | … | NA | 0.75 | 3.73 | 1.89 | 2.77 | 9.12 | 4.73 | 3.02 | 0.22 | 2.58 | 2.75 | 4.67 | 3.88 | 4.83 | 1.42 | 3.38 | 3.33 | 2.40 | 10.29 | 8.22 | 4.68 | 4.35 | 3.85 | 2.76 | 7.27 |
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 |
|---|---|---|---|---|
| Florida State University System Optional Retirement Program VALIC Retirement Tactical Asset Allocati |
-2.48%
Dec 2021 – Dec 2024 |
1.58%
Mar 2015 – Mar 2020 |
3.40%
Dec 2014 – Dec 2024 |
4.84%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Florida State University System Optional Retirement Program VALIC Retirement Tactical Asset Allocati |
22.19%
Oct 2004 – Oct 2007 |
19.82%
Oct 2002 – Oct 2007 |
16.02%
Apr 2001 – Apr 2011 |
11.27%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart