Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MossAdams HSA Investment Plan Tactical Asset Allocation Moderate | 1.18% | 7.33% | 10.01% | 4.41% | 6.33% | 5.50% | 7.63% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MossAdams HSA Investment 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 (%) | 0.25 | 7.33 | 10.01 | 4.41 | 6.33 | 5.50 | 7.63 | … | … | 1.18 | 7.14 | 10.99 | 14.75 | -17.84 | 13.87 | 16.56 | 11.25 | -3.87 | 12.64 | 1.35 | -4.19 | 5.34 | 8.24 | 9.50 | 4.17 | 18.59 | 22.64 | -2.40 | 16.65 | 20.30 | 3.76 | 12.56 | 18.15 | 4.71 | 5.77 |
| Sharpe Ratio | NA | 1.25 | 0.82 | 0.21 | 0.53 | NA | NA | … | … | 0.35 | 0.40 | 0.90 | 1.16 | -1.24 | 1.42 | 1.76 | 1.89 | -0.69 | 2.83 | 0.20 | -0.63 | 0.93 | 1.27 | 2.33 | 0.44 | 1.63 | 2.29 | -0.47 | 1.14 | 2.24 | 0.22 | 1.45 | 3.07 | 0.72 | 0.64 |
| Standard Deviation(%) | NA | 7.68 | 9.23 | 10.88 | 9.23 | NA | NA | … | … | 8.97 | 10.67 | 8.19 | 9.56 | 15.59 | 9.72 | 9.25 | 5.17 | 7.66 | 4.24 | 5.62 | 6.65 | 5.72 | 6.45 | 4.06 | 9.42 | 11.36 | 9.83 | 7.14 | 11.88 | 7.54 | 6.72 | 7.99 | 5.67 | 4.97 | 5.20 |
| Draw Down(%) | NA | 6.51 | 11.66 | 21.49 | 21.49 | NA | NA | … | … | 5.79 | 10.99 | 4.58 | 8.22 | 21.43 | 5.29 | 10.06 | 2.76 | 10.28 | 1.76 | 6.75 | 8.93 | 5.18 | 6.13 | 3.07 | 8.43 | 7.36 | 4.47 | 8.65 | 7.92 | 5.14 | 4.63 | 9.81 | 2.71 | 6.85 | 3.44 |
| Yield(%) | NA | 3.40 | 2.55 | 2.45 | 2.62 | NA | NA | … | … | NA | NA | 1.09 | 3.40 | 1.60 | 1.64 | 2.21 | 2.93 | 2.32 | 2.61 | 3.22 | 2.85 | 3.25 | 1.87 | 4.70 | 3.81 | 4.41 | 4.52 | 4.05 | 3.89 | 4.08 | 4.94 | 3.78 | 5.38 | 3.25 | 4.77 |
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 |
|---|---|---|---|---|
| MossAdams HSA Investment Plan Tactical Asset Allocation Moderate |
0.31%
Apr 2021 – Apr 2024 |
2.03%
Feb 2015 – Feb 2020 |
3.51%
Oct 2013 – Oct 2023 |
5.22%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MossAdams HSA Investment Plan Tactical Asset Allocation Moderate |
17.15%
Oct 2004 – Oct 2007 |
15.80%
Oct 2002 – Oct 2007 |
12.37%
Apr 2001 – Apr 2011 |
9.83%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart