Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The University of California Retirement Savings Programs Asset Allocation Composite Moderate | 4.94% | 18.07% | 11.59% | 6.24% | 7.13% | 6.70% | 7.34% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The University of California Retirement Savings Programs Asset Allocation Composite 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 | 18.07 | 11.59 | 6.24 | 7.13 | 6.70 | 7.34 | … | … | 4.94 | 15.19 | 5.52 | 11.69 | -13.57 | 12.95 | 7.33 | 18.50 | -4.04 | 12.18 | 6.35 | -3.59 | 8.91 | 12.46 | 12.13 | 2.29 | 10.95 | 15.08 | 2.50 | 4.02 | 15.61 | 7.34 | 14.12 | 21.23 | 7.69 | 7.73 |
| Sharpe Ratio | NA | 1.99 | 0.97 | 0.36 | 0.71 | NA | NA | … | … | 0.39 | 1.41 | 0.26 | 1.04 | -1.56 | 1.70 | 1.05 | 2.81 | -0.66 | 2.53 | 0.96 | -0.50 | 1.45 | 1.67 | 1.65 | 0.15 | 1.07 | 1.60 | 0.30 | 0.08 | 1.65 | 0.72 | 1.69 | 3.23 | 2.40 | 1.15 |
| Standard Deviation(%) | NA | 7.74 | 8.13 | 8.36 | 7.63 | NA | NA | … | … | 10.22 | 8.74 | 7.25 | 7.75 | 9.61 | 7.59 | 6.72 | 6.05 | 8.27 | 4.56 | 6.40 | 7.19 | 6.12 | 7.43 | 7.29 | 14.71 | 10.14 | 9.36 | 5.14 | 10.42 | 7.39 | 7.01 | 7.76 | 6.35 | 2.72 | 4.61 |
| Draw Down(%) | NA | 6.80 | 9.76 | 14.31 | 14.31 | NA | NA | … | … | 6.80 | 8.44 | 5.09 | 6.92 | 14.31 | 3.39 | 9.60 | 2.55 | 9.77 | 1.91 | 4.90 | 8.54 | 4.01 | 6.34 | 5.52 | 12.07 | 7.50 | 4.65 | 5.18 | 6.46 | 6.60 | 4.14 | 7.73 | 2.83 | 1.33 | 3.44 |
| Yield(%) | NA | 3.46 | 2.59 | 2.47 | 2.44 | NA | NA | … | … | NA | NA | 0.76 | 3.24 | 1.94 | 2.25 | 2.09 | 2.64 | 2.38 | 2.45 | 2.78 | 1.64 | 2.83 | 1.82 | 3.25 | 3.09 | 3.16 | 3.79 | 3.75 | 3.55 | 3.45 | 3.50 | 3.31 | 4.28 | 5.09 | 6.37 |
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 |
|---|---|---|---|---|
| The University of California Retirement Savings Programs Asset Allocation Composite Moderate |
0.62%
Dec 2021 – Dec 2024 |
3.56%
Dec 2017 – Dec 2022 |
4.40%
Oct 2013 – Oct 2023 |
6.01%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The University of California Retirement Savings Programs Asset Allocation Composite Moderate |
15.88%
Mar 2003 – Mar 2006 |
13.72%
May 2002 – May 2007 |
11.00%
Apr 2001 – Apr 2011 |
9.36%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart