Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Pennsylvania Vanguard Investment Plan Strategic Asset Allocation – Optimal Moderate | NA | 3.96% | 3.32% | 9.47% | 6.00% | 6.92% | 6.36% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Pennsylvania Vanguard Investment Plan 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 (%) | -2.01 | 3.96 | 3.32 | 9.47 | 6.00 | 6.92 | 6.36 | … | … | 2.74 | 11.05 | 13.82 | -15.83 | 12.01 | 15.73 | 19.05 | -4.43 | 11.51 | 7.06 | 0.10 | 4.40 | 17.50 | 11.95 | -0.42 | 12.62 | 24.67 | -25.02 | 6.89 | 10.57 | 8.11 | 12.29 | 19.35 | -1.27 | -1.89 |
| Sharpe Ratio | NA | 0.49 | 0.35 | 0.52 | 0.46 | NA | NA | … | … | 0.11 | 0.91 | 1.18 | -1.16 | 1.32 | 0.83 | 2.36 | -0.61 | 2.13 | 0.76 | 0.01 | 0.63 | 2.20 | 1.35 | -0.03 | 1.02 | 1.39 | -1.24 | 0.37 | 0.87 | 0.83 | 1.23 | 2.69 | -0.74 | -1.41 |
| Standard Deviation(%) | NA | 11.06 | 10.89 | 10.91 | 10.89 | NA | NA | … | … | 13.70 | 8.16 | 8.64 | 14.94 | 9.05 | 18.55 | 7.46 | 9.49 | 5.09 | 9.00 | 9.20 | 6.96 | 7.95 | 8.83 | 14.91 | 12.33 | 17.64 | 20.91 | 10.11 | 8.21 | 7.00 | 9.23 | 6.94 | 3.28 | 3.07 |
| Draw Down(%) | NA | 11.26 | 12.31 | 21.84 | 22.33 | NA | NA | … | … | 11.14 | 5.52 | 8.55 | 20.64 | 4.26 | 22.33 | 3.69 | 12.71 | 2.49 | 7.95 | 9.65 | 5.66 | 6.12 | 7.34 | 13.64 | 9.94 | 16.92 | 34.56 | 6.57 | 8.29 | 4.88 | 8.76 | 3.66 | 4.46 | 4.95 |
| Yield(%) | NA | 2.91 | 3.90 | 3.44 | 3.30 | NA | NA | … | … | NA | 0.75 | 2.66 | 2.97 | 5.36 | 2.52 | 3.12 | 3.37 | 0.25 | 3.08 | 4.97 | 4.40 | 3.73 | 2.79 | 1.78 | 1.25 | 1.42 | 2.35 | 4.72 | 4.28 | 4.41 | 1.82 | 1.97 | 1.37 | 2.14 |
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 |
|---|---|---|---|---|
| Pennsylvania Vanguard Investment Plan Strategic Asset Allocation – Optimal Moderate |
-8.66%
Feb 2006 – Feb 2009 |
-1.61%
Feb 2004 – Feb 2009 |
4.67%
Jan 2006 – Jan 2016 |
4.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pennsylvania Vanguard Investment Plan Strategic Asset Allocation – Optimal Moderate |
19.04%
Feb 2009 – Feb 2012 |
15.99%
Feb 2009 – Feb 2014 |
10.29%
Feb 2009 – Feb 2019 |
9.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart