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 Strategic Asset Allocation – Optimal Moderate | NA | 22.81% | -1.02% | 3.53% | 3.93% | 5.50% | 6.65% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -1.16 | 22.81 | -1.02 | 3.53 | 3.93 | 5.50 | 6.65 | … | … | -0.04 | 5.14 | 9.46 | -16.80 | 2.43 | 18.31 | 15.66 | -5.55 | 8.44 | 4.58 | -1.70 | 5.02 | 11.45 | 13.92 | -6.08 | 15.74 | 36.73 | -21.09 | 11.93 | 17.10 | 10.36 | 20.44 | 32.78 | -0.81 | 4.19 |
| Sharpe Ratio | NA | -0.08 | -0.48 | 0.04 | 0.10 | NA | NA | … | … | -0.02 | -0.19 | 0.57 | -1.31 | 0.28 | 1.00 | 1.90 | -0.14 | 1.35 | 0.56 | -0.22 | 0.76 | 1.48 | 2.04 | -0.40 | 1.27 | 2.03 | -1.04 | 0.79 | 1.69 | 1.21 | 2.23 | 3.83 | -0.19 | 0.18 |
| Standard Deviation(%) | NA | 7.56 | 10.55 | 12.15 | 18.36 | NA | NA | … | … | 4.97 | 7.62 | 9.11 | 13.87 | 8.69 | 18.10 | 7.49 | 49.29 | 5.78 | 7.74 | 7.82 | 6.58 | 7.70 | 6.81 | 15.21 | 12.34 | 18.06 | 21.24 | 11.30 | 8.17 | 6.77 | 8.73 | 8.37 | 9.88 | 10.22 |
| Draw Down(%) | NA | 6.32 | 24.19 | 27.21 | 38.71 | NA | NA | … | … | 0.46 | 6.24 | 10.35 | 24.79 | 6.59 | 22.19 | 3.86 | 35.14 | 3.26 | 6.93 | 9.54 | 4.87 | 8.05 | 5.62 | 18.30 | 9.94 | 16.13 | 34.93 | 9.04 | 10.71 | 5.32 | 8.68 | 4.52 | 15.84 | 11.73 |
| Yield(%) | NA | 3.24 | 3.60 | 4.41 | 3.92 | NA | NA | … | … | NA | 0.62 | 3.30 | 3.42 | 3.43 | 7.36 | 4.17 | 5.01 | 0.32 | 2.17 | 4.60 | 5.03 | 4.63 | 4.36 | 2.78 | 4.10 | 3.04 | 6.25 | 10.03 | 8.52 | 5.68 | 3.57 | 4.04 | 2.66 | 3.85 |
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 Strategic Asset Allocat |
-3.98%
Feb 2006 – Feb 2009 |
-0.08%
Sep 2017 – Sep 2022 |
2.52%
Oct 2013 – Oct 2023 |
3.70%
Oct 2007 – Oct 2022 |
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 Strategic Asset Allocat |
23.48%
Mar 2003 – Mar 2006 |
20.13%
Oct 2002 – Oct 2007 |
12.46%
Mar 2003 – Mar 2013 |
10.22%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart