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 Strategic Asset Allocation – Optimal Moderate | 4.57% | 19.21% | 13.52% | 6.34% | 8.27% | 6.99% | 7.09% | … | … |
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 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 (%) | 0.34 | 19.21 | 13.52 | 6.34 | 8.27 | 6.99 | 7.09 | … | … | 4.57 | 16.32 | 8.65 | 13.96 | -15.99 | 10.04 | 8.62 | 18.81 | -5.28 | 16.79 | 7.88 | -2.20 | 7.15 | 11.85 | 15.54 | -1.72 | 16.23 | 31.75 | -27.07 | 10.04 | 17.08 | 10.02 | 14.79 | 30.38 | -3.94 | -0.97 |
| Sharpe Ratio | NA | 2.28 | 1.11 | 0.34 | 0.60 | NA | NA | … | … | 0.40 | 1.47 | 0.66 | 1.19 | -1.27 | 1.32 | 0.43 | 2.86 | -0.81 | 3.85 | 0.91 | -0.26 | 1.07 | 1.57 | 1.90 | -0.12 | 1.28 | 1.69 | -1.14 | 0.60 | 1.74 | 1.21 | 1.77 | 3.94 | -0.49 | -0.34 |
| Standard Deviation(%) | NA | 7.83 | 8.62 | 9.72 | 10.16 | NA | NA | … | … | 10.22 | 9.17 | 7.58 | 8.63 | 13.77 | 7.58 | 19.33 | 6.06 | 8.24 | 4.19 | 8.45 | 8.56 | 6.64 | 7.52 | 8.14 | 14.70 | 12.63 | 18.74 | 24.54 | 11.53 | 7.85 | 6.41 | 7.81 | 7.52 | 10.34 | 9.88 |
| Draw Down(%) | NA | 6.86 | 9.88 | 22.50 | 26.35 | NA | NA | … | … | 6.86 | 9.26 | 3.90 | 8.89 | 22.32 | 3.76 | 26.35 | 3.15 | 11.10 | 1.35 | 6.08 | 9.37 | 5.47 | 8.10 | 6.87 | 14.84 | 10.17 | 17.58 | 37.20 | 7.87 | 8.56 | 4.94 | 9.21 | 6.95 | 14.70 | 15.12 |
| Yield(%) | NA | 4.02 | 3.46 | 3.48 | 3.41 | NA | NA | … | … | NA | NA | 0.99 | 3.89 | 3.11 | 2.52 | 3.74 | 3.31 | 3.08 | 3.75 | 3.24 | 2.96 | 4.25 | 3.72 | 4.70 | 3.73 | 3.61 | 4.67 | 3.52 | 3.94 | 3.96 | 3.07 | 4.24 | 4.55 | 4.18 | 3.69 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.27%
Feb 2006 – Feb 2009 |
0.22%
Feb 2004 – Feb 2009 |
4.37%
Oct 2013 – Oct 2023 |
4.49%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard Brokerage Core Plan Strategic Asset Allocation – Optimal Moderate |
22.63%
Feb 2009 – Feb 2012 |
17.76%
Oct 2002 – Oct 2007 |
11.41%
Feb 2009 – Feb 2019 |
9.93%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart