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 No IntlBonds Tactical Asset Allocation Moderate | NA | 17.75% | 2.00% | 5.80% | 5.33% | 8.27% | 9.34% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vanguard Select Mutual Funds No IntlBonds 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 (%) | -1.29 | 17.75 | 2.00 | 5.80 | 5.33 | 8.27 | 9.34 | … | … | 0.94 | 4.12 | 13.39 | -13.95 | 14.18 | 7.97 | 16.45 | -3.05 | 10.89 | 7.02 | -4.53 | 5.43 | 16.53 | 14.72 | 7.56 | 25.93 | 21.33 | -2.30 | 8.88 | 21.16 | 11.32 | 14.02 | 40.37 | 5.92 | 1.13 |
| Sharpe Ratio | NA | -0.07 | -0.23 | 0.14 | 0.25 | NA | NA | … | … | 0.08 | -0.29 | 1.08 | -1.03 | 1.55 | 0.28 | 1.94 | -0.48 | 2.00 | 0.66 | -0.48 | 0.69 | 2.00 | 2.01 | 0.51 | 1.67 | 1.90 | -0.57 | 0.42 | 1.65 | 0.98 | 1.22 | 5.76 | 0.93 | -0.18 |
| Standard Deviation(%) | NA | 8.41 | 11.03 | 15.65 | 12.60 | NA | NA | … | … | 10.48 | 8.47 | 8.49 | 14.89 | 9.11 | 27.80 | 7.75 | 9.10 | 5.12 | 10.35 | 9.43 | 7.80 | 8.26 | 7.31 | 14.86 | 15.51 | 11.18 | 5.61 | 13.87 | 10.84 | 9.32 | 10.73 | 6.89 | 5.18 | 6.44 |
| Draw Down(%) | NA | 5.67 | 17.67 | 31.37 | 31.37 | NA | NA | … | … | 0.58 | 5.67 | 7.53 | 19.10 | 4.10 | 31.37 | 6.62 | 11.41 | 2.39 | 9.65 | 12.04 | 6.11 | 7.05 | 5.84 | 12.65 | 8.80 | 5.48 | 5.43 | 11.31 | 7.79 | 7.12 | 14.16 | 2.35 | 3.57 | 7.30 |
| Yield(%) | NA | 2.58 | 3.71 | 4.06 | 3.31 | NA | NA | … | … | NA | 1.46 | 2.26 | 3.20 | 4.99 | 4.42 | 5.51 | 1.86 | 2.63 | 3.83 | 1.83 | 2.96 | 5.26 | 3.99 | 3.32 | 4.58 | 4.50 | 3.99 | 5.05 | 3.45 | 4.74 | 4.61 | 6.92 | 6.64 | 5.72 |
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 |
|---|---|---|---|---|
| Vanguard Select Mutual Funds No IntlBonds Tactical Asset Allocation Moderate |
-0.81%
Mar 2017 – Mar 2020 |
-0.42%
Mar 2015 – Mar 2020 |
4.23%
Oct 2013 – Oct 2023 |
6.84%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard Select Mutual Funds No IntlBonds Tactical Asset Allocation Moderate |
23.56%
Mar 2003 – Mar 2006 |
19.60%
Jul 2002 – Jul 2007 |
16.05%
Apr 2003 – Apr 2013 |
12.89%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart