Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VHA 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 19.34% | 3.29% | 6.86% | 6.53% | 8.14% | 9.68% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHA 401K SAVINGS PLAN 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 (%) | -1.27 | 19.34 | 3.29 | 6.86 | 6.53 | 8.14 | 9.68 | … | … | 0.49 | 7.10 | 13.89 | -14.32 | 16.83 | 9.48 | 17.97 | -3.69 | 12.02 | 6.69 | -0.49 | 3.33 | 14.62 | 13.30 | 5.77 | 18.80 | 16.66 | 3.08 | 21.31 | 16.12 | 12.28 | 15.11 | 29.81 | 5.69 | 0.28 |
| Sharpe Ratio | NA | 0.22 | -0.14 | 0.29 | 0.43 | NA | NA | … | … | 0.05 | 0.06 | 1.16 | -1.15 | 1.66 | 0.54 | 2.69 | -0.54 | 2.08 | 0.76 | -0.06 | 0.43 | 1.86 | 1.82 | 0.38 | 1.47 | 1.43 | 0.30 | 1.42 | 1.34 | 1.34 | 1.55 | 4.65 | 0.88 | -0.35 |
| Standard Deviation(%) | NA | 8.37 | 10.42 | 12.01 | 10.16 | NA | NA | … | … | 8.27 | 8.48 | 8.32 | 13.65 | 10.15 | 17.01 | 6.17 | 9.20 | 5.48 | 8.48 | 9.39 | 7.70 | 7.84 | 7.29 | 15.26 | 12.77 | 11.56 | 7.20 | 12.92 | 9.58 | 7.56 | 9.14 | 6.26 | 5.23 | 5.74 |
| Draw Down(%) | NA | 5.13 | 17.51 | 20.91 | 20.91 | NA | NA | … | … | 0.65 | 5.13 | 7.53 | 19.46 | 5.71 | 20.91 | 3.13 | 11.72 | 2.39 | 5.48 | 10.25 | 6.47 | 7.20 | 5.18 | 12.49 | 8.43 | 6.11 | 5.45 | 9.81 | 12.55 | 4.92 | 12.94 | 4.49 | 5.05 | 7.24 |
| Yield(%) | NA | 3.11 | 3.44 | 3.21 | 3.17 | NA | NA | … | … | NA | 1.55 | 2.43 | 3.41 | 3.74 | 3.29 | 3.09 | 1.48 | 2.08 | 4.91 | 3.01 | 4.37 | 4.63 | 3.59 | 2.96 | 2.80 | 4.81 | 5.28 | 6.79 | 3.88 | 5.34 | 4.52 | 5.32 | 2.61 | 5.39 |
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 |
|---|---|---|---|---|
| VHA 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
1.48%
Dec 2021 – Dec 2024 |
3.01%
Mar 2015 – Mar 2020 |
5.02%
Oct 2013 – Oct 2023 |
7.37%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHA 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
20.84%
Apr 2003 – Apr 2006 |
19.32%
Oct 2002 – Oct 2007 |
15.29%
Apr 2003 – Apr 2013 |
12.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart