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 Strategic Asset Allocation – Optimal Moderate | NA | 24.28% | 0.19% | 6.68% | 5.91% | 7.09% | 6.79% | … | … |
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 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 (%) | -1.04 | 24.28 | 0.19 | 6.68 | 5.91 | 7.09 | 6.79 | … | … | 0.11 | 6.83 | 10.54 | -17.23 | 8.77 | 20.98 | 19.35 | -5.90 | 13.36 | 6.84 | -1.53 | 4.55 | 9.44 | 12.89 | -0.07 | 15.64 | 27.81 | -26.47 | 10.64 | 14.65 | 10.05 | 15.08 | 24.78 | -5.39 | 2.55 |
| Sharpe Ratio | NA | 0.15 | -0.37 | 0.21 | 0.38 | NA | NA | … | … | 0.01 | 0.03 | 0.69 | -1.29 | 0.93 | 1.14 | 2.55 | -0.80 | 2.75 | 0.79 | -0.18 | 0.72 | 1.25 | 1.63 | -0.01 | 1.25 | 1.43 | -1.13 | 0.74 | 1.42 | 1.18 | 1.86 | 3.34 | -0.67 | 0.02 |
| Standard Deviation(%) | NA | 8.55 | 11.03 | 12.53 | 10.40 | NA | NA | … | … | 7.10 | 8.63 | 9.15 | 14.39 | 9.40 | 18.13 | 7.05 | 8.98 | 4.62 | 8.42 | 8.69 | 6.31 | 7.53 | 7.88 | 14.54 | 12.40 | 19.42 | 24.32 | 10.39 | 8.00 | 6.67 | 7.60 | 7.20 | 9.71 | 10.19 |
| Draw Down(%) | NA | 5.60 | 22.47 | 24.27 | 24.27 | NA | NA | … | … | 0.64 | 5.53 | 10.18 | 23.35 | 6.31 | 20.60 | 3.63 | 12.51 | 1.98 | 6.72 | 10.62 | 4.98 | 7.93 | 6.24 | 13.88 | 8.30 | 17.61 | 38.70 | 6.60 | 9.10 | 4.29 | 8.92 | 6.11 | 16.76 | 14.79 |
| Yield(%) | NA | 3.17 | 4.05 | 3.62 | 2.94 | NA | NA | … | … | NA | 0.85 | 2.74 | 3.88 | 4.44 | 3.40 | 2.57 | 2.57 | 0.36 | 2.95 | 3.16 | 2.44 | 3.73 | 2.87 | 2.39 | 2.29 | 2.91 | 4.14 | 5.99 | 4.66 | 4.62 | 3.27 | 3.04 | 2.58 | 4.41 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.76%
Feb 2006 – Feb 2009 |
-0.15%
Feb 2004 – Feb 2009 |
4.20%
Oct 2013 – Oct 2023 |
4.41%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHA 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
21.81%
Feb 2009 – Feb 2012 |
16.10%
Oct 2002 – Oct 2007 |
10.21%
Feb 2009 – Feb 2019 |
8.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart