Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Brokerage Total Return Bond Plan Tactical Asset Allocation Moderate | NA | 7.79% | 3.29% | 3.81% | 3.34% | 5.39% | 6.30% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vanguard Brokerage Total Return Bond 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 (%) | -0.01 | 7.79 | 3.29 | 3.81 | 3.34 | 5.39 | 6.30 | … | … | 0.09 | 5.85 | 4.02 | 0.53 | 0.02 | 8.38 | 10.46 | -0.40 | 3.35 | 3.92 | -0.72 | 4.74 | 3.27 | 16.24 | 6.55 | 16.41 | 23.09 | -1.57 | 9.63 | 7.85 | 4.20 | 8.51 | 28.44 | 12.13 | 7.50 |
| Sharpe Ratio | NA | -0.17 | -0.26 | 0.46 | 0.68 | NA | NA | … | … | 0.14 | -0.41 | -0.11 | -0.92 | 0.00 | 1.68 | 2.39 | -2.51 | 2.17 | 0.96 | -0.25 | 1.59 | 1.55 | 5.22 | 1.67 | 3.24 | 4.26 | -0.35 | 1.80 | 2.26 | 0.74 | 1.16 | 5.42 | 3.32 | 1.10 |
| Standard Deviation(%) | NA | 1.79 | 1.70 | 2.58 | 2.72 | NA | NA | … | … | 0.20 | 1.82 | 2.14 | 0.93 | 1.11 | 4.85 | 3.80 | 0.68 | 1.25 | 3.86 | 3.00 | 2.97 | 2.09 | 3.10 | 3.91 | 5.04 | 5.40 | 7.13 | 3.68 | 2.02 | 2.76 | 6.50 | 5.11 | 3.32 | 4.72 |
| Draw Down(%) | NA | 0.86 | 1.47 | 7.82 | 7.82 | NA | NA | … | … | 0.00 | 0.86 | 1.47 | 1.50 | 0.92 | 7.82 | 2.37 | 1.22 | 0.64 | 3.31 | 3.33 | 3.47 | 3.39 | 2.93 | 3.60 | 4.17 | 2.17 | 7.25 | 3.09 | 0.94 | 2.58 | 5.60 | 5.75 | 2.44 | 4.13 |
| Yield(%) | NA | 4.33 | 2.79 | 2.64 | 2.67 | NA | NA | … | … | NA | 1.58 | 4.43 | 1.48 | 1.26 | 1.86 | 3.80 | 1.48 | 0.86 | 2.87 | 3.14 | 5.28 | 3.30 | 7.64 | 6.39 | 6.83 | 5.45 | 5.07 | 5.25 | 5.30 | 4.97 | 6.15 | 7.26 | 8.18 | 8.18 |
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 Brokerage Total Return Bond Plan Tactical Asset Allocation Moderate |
1.32%
Nov 2020 – Nov 2023 |
1.73%
Apr 2013 – Apr 2018 |
2.86%
Jun 2014 – Jun 2024 |
4.54%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard Brokerage Total Return Bond Plan Tactical Asset Allocation Moderate |
16.05%
Dec 2001 – Dec 2004 |
13.09%
Oct 2008 – Oct 2013 |
11.86%
Apr 2001 – Apr 2011 |
9.61%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart