Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ascension 403b Plan Tactical Asset Allocation Moderate | 4.19% | 26.10% | 21.62% | 15.01% | 12.01% | 9.00% | 9.33% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ascension 403b Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -0.22 | 26.10 | 21.62 | 15.01 | 12.01 | 9.00 | 9.33 | … | … | 4.19 | 20.09 | 22.49 | 23.13 | -5.59 | 18.76 | 15.10 | 10.52 | -2.20 | 10.26 | 5.65 | -3.67 | -0.08 | 15.38 | 6.78 | 3.63 | 6.71 | 20.70 | 6.70 | 7.10 | 10.81 | 3.95 | 11.16 | 15.74 | 6.39 | 3.21 |
| Sharpe Ratio | NA | 3.07 | 1.94 | 1.02 | 1.07 | NA | NA | … | … | 0.36 | 1.59 | 2.27 | 2.61 | -0.75 | 0.96 | 1.70 | 2.32 | -0.46 | 2.10 | 1.25 | -0.65 | -0.02 | 2.42 | 1.80 | 0.45 | 0.72 | 2.78 | 1.73 | 0.46 | 1.02 | 0.33 | 1.40 | 2.65 | 1.55 | 0.19 |
| Standard Deviation(%) | NA | 8.17 | 9.06 | 11.85 | 9.63 | NA | NA | … | … | 9.27 | 10.81 | 8.31 | 7.46 | 9.38 | 19.59 | 8.72 | 3.89 | 7.73 | 4.58 | 4.34 | 5.69 | 5.33 | 6.33 | 3.72 | 8.04 | 9.22 | 7.42 | 3.31 | 8.51 | 7.23 | 5.07 | 7.27 | 5.66 | 3.38 | 4.24 |
| Draw Down(%) | NA | 5.73 | 12.08 | 16.23 | 16.23 | NA | NA | … | … | 5.73 | 11.54 | 4.66 | 4.50 | 11.86 | 8.01 | 9.91 | 2.87 | 8.53 | 2.22 | 3.35 | 6.86 | 5.62 | 3.81 | 3.20 | 6.75 | 9.22 | 4.52 | 2.16 | 6.51 | 9.64 | 4.23 | 7.73 | 3.72 | 2.92 | 2.43 |
| Yield(%) | NA | 15.83 | 15.69 | 10.78 | 6.92 | NA | NA | … | … | NA | NA | 4.71 | 15.15 | 7.75 | 20.65 | 2.55 | 4.78 | 4.98 | 1.19 | 3.35 | 3.36 | 2.36 | 3.67 | 5.11 | 5.12 | 4.21 | 4.73 | 3.87 | 4.78 | 4.77 | 5.07 | 3.87 | 2.35 | 4.96 | 0.78 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| Ascension 403b Plan Tactical Asset Allocation Moderate |
0.41%
Oct 2013 – Oct 2016 |
1.86%
Dec 2013 – Dec 2018 |
4.40%
Mar 2010 – Mar 2020 |
6.21%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ascension 403b Plan Tactical Asset Allocation Moderate |
21.90%
Dec 2022 – Dec 2025 |
16.80%
Oct 2020 – Oct 2025 |
12.01%
Feb 2016 – Feb 2026 |
9.10%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart