Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Funds Admiral Class And ETFs Tactical Asset Allocation Moderate | NA | 18.40% | 1.62% | 4.03% | 3.27% | 5.27% | 6.23% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vanguard Funds Admiral Class And ETFs 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 (%) | -1.49 | 18.40 | 1.62 | 4.03 | 3.27 | 5.27 | 6.23 | … | … | 0.71 | 5.68 | 11.78 | -13.82 | 10.28 | 5.27 | 8.00 | -5.04 | 11.73 | 5.30 | -5.86 | 3.54 | 10.56 | 13.96 | 3.17 | 12.28 | 3.05 | -0.88 | 17.84 | 15.14 | 10.92 | 11.13 | 17.38 | 1.83 | 3.36 |
| Sharpe Ratio | NA | 0.10 | -0.26 | 0.08 | 0.15 | NA | NA | … | … | 0.05 | -0.09 | 0.92 | -1.62 | 0.98 | 0.38 | 1.28 | -0.81 | 1.94 | 0.76 | -0.90 | 0.53 | 1.40 | 2.40 | 0.28 | 0.86 | 0.18 | -0.15 | 1.00 | 0.96 | 1.07 | 1.22 | 2.34 | 0.14 | 0.33 |
| Standard Deviation(%) | NA | 10.13 | 9.31 | 10.50 | 8.71 | NA | NA | … | … | 13.37 | 10.15 | 8.22 | 9.38 | 10.48 | 13.43 | 5.17 | 7.80 | 5.73 | 6.69 | 6.52 | 6.64 | 7.52 | 5.78 | 11.42 | 14.10 | 16.62 | 11.75 | 14.85 | 12.35 | 8.21 | 8.36 | 7.12 | 5.03 | 3.17 |
| Draw Down(%) | NA | 7.79 | 14.58 | 19.83 | 19.83 | NA | NA | … | … | 1.20 | 7.79 | 7.17 | 14.47 | 6.02 | 19.83 | 2.71 | 11.60 | 2.20 | 4.73 | 9.74 | 6.52 | 8.23 | 3.57 | 10.53 | 9.15 | 14.90 | 12.07 | 9.58 | 14.79 | 5.56 | 8.51 | 4.24 | 3.47 | 2.55 |
| Yield(%) | NA | 3.17 | 2.59 | 2.61 | 2.47 | NA | NA | … | … | NA | 0.79 | 2.96 | 2.45 | 2.02 | 2.07 | 2.99 | 1.84 | 1.08 | 3.50 | 1.68 | 3.76 | 1.68 | 4.58 | 2.61 | 3.53 | 3.28 | 3.20 | 2.71 | 2.58 | 2.97 | 3.30 | 1.89 | 0.07 | 2.31 |
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 |
|---|---|---|---|---|
| Vanguard Funds Admiral Class And ETFs Tactical Asset Allocation Moderate |
-0.48%
Oct 2017 – Oct 2020 |
-0.07%
Feb 2018 – Feb 2023 |
2.03%
Oct 2013 – Oct 2023 |
3.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard Funds Admiral Class And ETFs Tactical Asset Allocation Moderate |
18.57%
Oct 2004 – Oct 2007 |
15.32%
Oct 2002 – Oct 2007 |
10.66%
Apr 2003 – Apr 2013 |
8.68%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart