Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Usvp Savings Plan Tactical Asset Allocation Moderate | NA | 8.67% | 6.97% | 9.05% | 8.38% | 9.29% | NA | … | … |
Data as of 07/31/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Usvp Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 10/25/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 8.67 | 6.97 | 9.05 | 8.38 | 9.29 | NA | … | … | 10.04 | 7.84 | 0.20 | 10.14 | 15.78 | 12.50 | 4.41 | 12.66 | 13.02 | -1.24 | 7.05 | 14.26 | 6.52 | 10.73 | 19.82 | 0.21 | -3.69 |
| Sharpe Ratio | NA | 2.69 | 0.95 | 1.27 | 0.94 | NA | NA | … | … | 2.32 | 1.03 | 0.02 | 1.48 | 2.27 | 1.62 | 0.33 | 1.19 | 1.42 | -0.68 | 0.40 | 1.56 | 0.72 | 1.47 | 3.04 | -0.16 | -0.81 |
| Standard Deviation(%) | NA | 4.32 | 7.30 | 7.14 | 8.49 | NA | NA | … | … | 4.12 | 7.42 | 9.04 | 6.83 | 6.92 | 7.70 | 13.34 | 10.61 | 9.11 | 3.19 | 10.06 | 7.04 | 6.01 | 6.66 | 6.30 | 5.80 | 7.44 |
| Draw Down(%) | NA | 1.60 | 8.08 | 8.08 | 10.03 | NA | NA | … | … | 1.41 | 5.43 | 7.70 | 4.16 | 4.39 | 5.69 | 10.03 | 7.31 | 5.61 | 4.36 | 6.45 | 6.72 | 3.93 | 5.62 | 3.39 | 5.31 | 10.70 |
| Yield(%) | NA | 2.55 | 2.94 | 2.89 | 2.87 | NA | NA | … | … | 0.63 | 2.73 | 3.43 | 2.98 | 2.60 | 3.54 | 3.67 | 2.89 | 3.41 | 2.06 | 3.50 | 3.44 | 2.79 | 2.93 | 4.10 | 4.01 | 5.94 |
Data as of 07/31/2017, 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 |
|---|---|---|---|---|
| Usvp Savings Plan Tactical Asset Allocation Moderate |
3.44%
May 2007 – May 2010 |
6.41%
Jun 2004 – Jun 2009 |
7.74%
Sep 2001 – Sep 2011 |
8.10%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Usvp Savings Plan Tactical Asset Allocation Moderate |
14.19%
Sep 2011 – Sep 2014 |
13.35%
Jun 2009 – Jun 2014 |
10.14%
Apr 2003 – Apr 2013 |
9.34%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart