Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Brokerage Core Plan Tactical Asset Allocation Moderate | 6.41% | 18.89% | 12.25% | 5.74% | 7.20% | 6.50% | 8.12% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vanguard Brokerage Core 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 (%) | 0.35 | 18.89 | 12.25 | 5.74 | 7.20 | 6.50 | 8.12 | … | … | 6.41 | 12.06 | 6.37 | 8.84 | -13.87 | 15.15 | 14.87 | 10.04 | -4.85 | 17.98 | 2.94 | -3.79 | 4.74 | 13.31 | 14.80 | 1.31 | 17.95 | 25.49 | -9.09 | 19.64 | 18.93 | 12.58 | 13.20 | 43.19 | 6.50 | -1.01 |
| Sharpe Ratio | NA | 1.86 | 0.84 | 0.28 | 0.66 | NA | NA | … | … | 0.35 | 0.97 | 0.33 | 0.67 | -1.47 | 1.66 | 1.65 | 1.77 | -0.89 | 3.73 | 0.48 | -0.60 | 0.70 | 1.80 | 2.36 | 0.13 | 1.30 | 2.39 | -1.14 | 1.21 | 1.50 | 1.34 | 1.22 | 7.09 | 0.97 | -0.38 |
| Standard Deviation(%) | NA | 9.13 | 9.20 | 9.18 | 8.15 | NA | NA | … | … | 12.47 | 9.51 | 8.29 | 7.74 | 10.38 | 9.11 | 8.86 | 4.84 | 7.01 | 4.65 | 5.70 | 6.42 | 6.80 | 7.39 | 6.25 | 10.19 | 13.72 | 10.64 | 8.81 | 13.57 | 10.31 | 7.70 | 9.98 | 5.99 | 5.52 | 9.14 |
| Draw Down(%) | NA | 8.12 | 12.46 | 17.52 | 17.52 | NA | NA | … | … | 8.12 | 11.78 | 5.16 | 8.54 | 15.55 | 4.84 | 10.71 | 2.97 | 11.52 | 1.74 | 5.04 | 8.50 | 7.30 | 8.35 | 4.35 | 10.13 | 10.01 | 5.62 | 11.51 | 10.52 | 13.91 | 6.35 | 14.24 | 2.63 | 8.36 | 8.43 |
| Yield(%) | NA | 4.02 | 3.08 | 2.93 | 3.13 | NA | NA | … | … | NA | NA | 0.88 | 3.84 | 2.41 | 2.25 | 2.16 | 3.66 | 2.73 | 3.49 | 3.31 | 3.00 | 4.15 | 3.55 | 6.15 | 4.39 | 4.34 | 6.19 | 4.60 | 4.21 | 3.95 | 4.47 | 4.32 | 6.75 | 5.67 | 7.44 |
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 |
|---|---|---|---|---|
| Vanguard Brokerage Core Plan Tactical Asset Allocation Moderate |
-0.10%
Dec 2021 – Dec 2024 |
2.29%
May 2014 – May 2019 |
3.79%
Oct 2013 – Oct 2023 |
5.85%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard Brokerage Core Plan Tactical Asset Allocation Moderate |
23.46%
Jan 2003 – Jan 2006 |
22.94%
Oct 2002 – Oct 2007 |
15.09%
Nov 2002 – Nov 2012 |
12.33%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart