Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Select Mutual Funds Strategic Asset Allocation – Optimal Moderate | NA | 3.11% | 2.73% | 8.62% | 5.16% | 5.90% | 6.05% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vanguard Select Mutual Funds 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 (%) | -1.33 | 3.11 | 2.73 | 8.62 | 5.16 | 5.90 | 6.05 | … | … | 4.66 | 5.29 | 13.51 | -14.04 | 9.40 | 14.47 | 18.88 | -5.60 | 11.33 | 6.93 | -2.18 | 3.48 | 11.41 | 13.18 | -3.06 | 14.90 | 28.59 | -25.96 | 8.57 | 14.39 | 10.31 | 14.12 | 25.90 | -5.62 | 1.51 |
| Sharpe Ratio | NA | 0.33 | 0.27 | 0.49 | 0.41 | NA | NA | … | … | 0.28 | 0.22 | 1.20 | -1.17 | 1.15 | 0.75 | 2.62 | -0.81 | 2.46 | 0.77 | -0.26 | 0.53 | 1.58 | 1.66 | -0.20 | 1.16 | 1.44 | -1.10 | 0.51 | 1.42 | 1.27 | 1.83 | 3.34 | -0.68 | -0.10 |
| Standard Deviation(%) | NA | 9.77 | 10.03 | 9.90 | 10.23 | NA | NA | … | … | 11.88 | 7.44 | 8.22 | 13.26 | 8.13 | 18.85 | 6.64 | 8.64 | 4.34 | 8.71 | 8.59 | 6.52 | 7.19 | 7.90 | 15.32 | 12.72 | 19.81 | 24.39 | 10.59 | 7.74 | 6.34 | 7.17 | 7.55 | 9.91 | 9.20 |
| Draw Down(%) | NA | 11.24 | 12.75 | 20.56 | 23.42 | NA | NA | … | … | 9.74 | 5.14 | 7.44 | 20.34 | 4.85 | 23.42 | 3.54 | 11.71 | 1.54 | 7.15 | 10.17 | 5.34 | 6.63 | 6.35 | 16.32 | 9.19 | 18.07 | 37.88 | 6.72 | 9.07 | 4.31 | 8.02 | 6.21 | 17.67 | 12.71 |
| Yield(%) | NA | 4.12 | 3.74 | 3.53 | 2.79 | NA | NA | … | … | NA | 0.63 | 4.06 | 3.14 | 3.50 | 3.50 | 2.70 | 2.65 | 0.31 | 2.33 | 1.90 | 3.30 | 3.65 | 2.80 | 2.60 | 2.23 | 3.22 | 3.52 | 5.48 | 4.40 | 4.00 | 2.99 | 3.40 | 3.34 | 4.02 |
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 |
|---|---|---|---|---|
| Vanguard Select Mutual Funds Strategic Asset Allocation – Optimal Moderate |
-8.18%
Feb 2006 – Feb 2009 |
-0.47%
Feb 2004 – Feb 2009 |
4.20%
Oct 2013 – Oct 2023 |
3.99%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard Select Mutual Funds Strategic Asset Allocation – Optimal Moderate |
20.50%
Feb 2009 – Feb 2012 |
16.05%
Oct 2002 – Oct 2007 |
9.74%
Feb 2009 – Feb 2019 |
8.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart