Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Pennsylvania Vanguard Investment Plan Asset Allocation Composite Moderate | 4.35% | 15.68% | 11.48% | 5.49% | 8.45% | 6.85% | 6.10% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Pennsylvania Vanguard Investment Plan 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 (%) | 0.12 | 15.68 | 11.48 | 5.49 | 8.45 | 6.85 | 6.10 | … | … | 4.35 | 12.00 | 11.91 | 6.92 | -12.73 | 11.29 | 13.44 | 17.14 | -3.40 | 15.47 | 6.76 | -1.42 | 3.20 | 19.75 | 10.21 | -3.36 | 10.82 | 22.29 | -22.82 | 4.95 | 11.26 | 8.00 | 10.66 | 22.53 | -7.69 | -10.96 |
| Sharpe Ratio | NA | 2.22 | 1.03 | 0.33 | 0.65 | NA | NA | … | … | 0.47 | 0.99 | 1.06 | 0.62 | -1.34 | 1.19 | 0.70 | 2.02 | -0.50 | 3.06 | 0.72 | -0.16 | 0.44 | 2.54 | 1.11 | -0.21 | 0.87 | 1.23 | -1.14 | 0.17 | 1.01 | 0.84 | 1.05 | 2.21 | -0.80 | -1.28 |
| Standard Deviation(%) | NA | 8.21 | 8.39 | 8.65 | 9.94 | NA | NA | … | … | 10.48 | 9.22 | 7.81 | 5.23 | 10.60 | 9.46 | 18.88 | 7.74 | 9.63 | 4.83 | 9.08 | 9.00 | 7.29 | 7.77 | 9.19 | 15.96 | 12.38 | 18.11 | 20.79 | 10.55 | 7.76 | 6.81 | 9.18 | 9.86 | 11.09 | 10.45 |
| Draw Down(%) | NA | 6.44 | 11.57 | 16.97 | 22.20 | NA | NA | … | … | 6.44 | 11.57 | 5.10 | 7.10 | 15.57 | 4.43 | 22.20 | 4.25 | 12.29 | 1.82 | 8.03 | 9.22 | 5.88 | 4.54 | 8.35 | 15.30 | 10.18 | 17.21 | 31.71 | 6.99 | 8.19 | 5.11 | 9.16 | 8.75 | 14.98 | 19.03 |
| Yield(%) | NA | 3.04 | 3.44 | 3.04 | 3.17 | NA | NA | … | … | NA | NA | 0.83 | 3.96 | 1.34 | 4.34 | 2.52 | 2.60 | 3.22 | 3.74 | 3.14 | 2.78 | 3.78 | 3.28 | 1.82 | 0.89 | 0.64 | 0.94 | 1.40 | 4.00 | 4.21 | 3.39 | 0.82 | 1.42 | 1.84 | 1.76 |
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 |
|---|---|---|---|---|
| Pennsylvania Vanguard Investment Plan Asset Allocation Composite Moderate |
-8.16%
Feb 2006 – Feb 2009 |
-1.45%
Feb 2004 – Feb 2009 |
3.87%
Feb 2006 – Feb 2016 |
4.32%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pennsylvania Vanguard Investment Plan Asset Allocation Composite Moderate |
17.07%
Mar 2003 – Mar 2006 |
14.43%
Feb 2009 – Feb 2014 |
9.76%
Feb 2009 – Feb 2019 |
8.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart