Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Arizona Board of Regents Optional Retirement Plan AIG VALIC Strategic Asset Allocation – Optimal Moderate | NA | -1.61% | 2.56% | 7.59% | 4.58% | 5.79% | 5.73% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Arizona Board of Regents Optional Retirement Plan AIG VALIC Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.77 | -1.61 | 2.56 | 7.59 | 4.58 | 5.79 | 5.73 | … | … | 1.93 | 6.42 | 13.75 | -14.22 | 4.68 | 18.01 | 19.25 | -5.73 | 9.48 | 2.04 | 1.46 | 5.27 | 14.90 | 11.22 | -0.89 | 12.84 | 25.41 | -24.22 | 11.09 | 10.43 | 7.40 | 12.54 | 23.50 | -0.28 | 7.03 |
| Sharpe Ratio | NA | -0.10 | 0.20 | 0.33 | 0.34 | NA | NA | … | … | 0.05 | 0.32 | 1.09 | -1.16 | 0.46 | 1.05 | 2.88 | -0.75 | 2.00 | 0.23 | 0.17 | 0.82 | 2.14 | 1.69 | -0.07 | 1.15 | 1.53 | -1.17 | 0.92 | 0.96 | 0.72 | 1.35 | 2.51 | -0.11 | 0.44 |
| Standard Deviation(%) | NA | 11.30 | 10.95 | 10.90 | 10.37 | NA | NA | … | … | 13.58 | 8.87 | 9.28 | 13.46 | 10.12 | 16.93 | 6.17 | 9.50 | 4.42 | 7.86 | 8.37 | 6.44 | 6.95 | 6.60 | 12.29 | 11.10 | 16.57 | 21.60 | 8.60 | 7.32 | 7.16 | 8.53 | 9.08 | 12.45 | 10.59 |
| Draw Down(%) | NA | 15.07 | 15.07 | 20.68 | 22.50 | NA | NA | … | … | 12.08 | 6.83 | 9.54 | 20.12 | 7.20 | 22.50 | 2.61 | 13.21 | 3.16 | 6.14 | 7.73 | 7.04 | 6.75 | 4.98 | 11.57 | 8.55 | 16.60 | 35.77 | 6.52 | 8.10 | 4.90 | 7.76 | 6.35 | 16.89 | 12.60 |
| Yield(%) | NA | 5.58 | 5.08 | 4.31 | 4.40 | NA | NA | … | … | NA | 0.40 | 5.77 | 3.98 | 4.90 | 3.38 | 3.26 | 6.54 | 0.26 | 1.64 | 9.68 | 4.75 | 5.39 | 3.57 | 2.41 | 3.80 | 2.66 | 4.30 | 7.15 | 5.62 | 6.26 | 5.78 | 3.20 | 2.69 | 4.91 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Arizona Board of Regents Optional Retirement Plan AIG VALIC Strategic Asset Allocation – Optimal Mod |
-6.91%
Feb 2006 – Feb 2009 |
-0.78%
Feb 2004 – Feb 2009 |
3.89%
Oct 2013 – Oct 2023 |
4.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Arizona Board of Regents Optional Retirement Plan AIG VALIC Strategic Asset Allocation – Optimal Mod |
17.95%
Feb 2009 – Feb 2012 |
15.39%
Feb 2009 – Feb 2014 |
9.19%
Feb 2009 – Feb 2019 |
8.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart