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 Strategic Asset Allocation – Optimal Moderate | 3.43% | 28.65% | 22.47% | 14.92% | 12.47% | 9.75% | 8.35% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | 0.10 | 28.65 | 22.47 | 14.92 | 12.47 | 9.75 | 8.35 | … | … | 3.43 | 27.78 | 20.90 | 20.87 | -2.80 | 9.93 | 13.97 | 16.70 | -2.17 | 9.03 | 5.92 | 0.20 | 3.15 | 20.86 | 9.07 | -0.94 | 15.44 | 23.11 | -27.18 | 5.82 | 11.61 | 7.99 | 11.11 | 21.28 | -5.49 | -0.75 |
| Sharpe Ratio | NA | 3.52 | 2.42 | 1.16 | 0.99 | NA | NA | … | … | 0.49 | 2.58 | 2.38 | 2.14 | -0.32 | 0.67 | 0.80 | 2.06 | -0.38 | 1.74 | 0.68 | 0.02 | 0.46 | 3.08 | 1.05 | -0.06 | 1.25 | 1.41 | -1.36 | 0.30 | 1.37 | 0.91 | 1.41 | 2.62 | -0.66 | -0.38 |
| Standard Deviation(%) | NA | 7.54 | 8.24 | 10.79 | 10.60 | NA | NA | … | … | 8.46 | 9.64 | 7.26 | 8.03 | 13.14 | 14.84 | 17.15 | 7.41 | 9.47 | 4.81 | 8.32 | 8.44 | 6.74 | 6.75 | 8.59 | 15.71 | 12.31 | 16.30 | 20.75 | 8.79 | 5.97 | 6.31 | 7.20 | 7.85 | 10.10 | 8.42 |
| Draw Down(%) | NA | 4.92 | 7.59 | 15.36 | 22.32 | NA | NA | … | … | 4.92 | 7.59 | 4.09 | 5.99 | 12.77 | 5.46 | 22.32 | 3.85 | 11.91 | 2.48 | 7.73 | 7.46 | 5.47 | 3.78 | 8.09 | 14.85 | 10.06 | 16.49 | 35.59 | 6.24 | 6.39 | 3.65 | 5.70 | 6.97 | 16.75 | 12.37 |
| Yield(%) | NA | 15.65 | 13.78 | 9.36 | 6.28 | NA | NA | … | … | NA | NA | 4.73 | 14.56 | 7.84 | 13.51 | 2.97 | 2.56 | 4.31 | 1.19 | 3.07 | 4.63 | 3.17 | 3.35 | 1.63 | 1.53 | 1.67 | 1.57 | 2.04 | 4.93 | 4.13 | 3.42 | 3.06 | 1.74 | 1.65 | 2.71 |
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 Strategic Asset Allocation – Optimal Moderate |
-9.18%
Feb 2006 – Feb 2009 |
-2.40%
Feb 2004 – Feb 2009 |
4.37%
May 2007 – May 2017 |
4.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ascension 403b Plan Strategic Asset Allocation – Optimal Moderate |
24.49%
Sep 2022 – Sep 2025 |
16.17%
Mar 2020 – Mar 2025 |
12.47%
Feb 2016 – Feb 2026 |
10.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart