Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Trevor Project 403(b) Strategic Asset Allocation – Optimal Moderate | 4.07% | 16.55% | 10.69% | 4.27% | 6.64% | 5.71% | 5.32% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Trevor Project 403(b) Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 04/30/2026 |
| 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 (%) | 0.15 | 16.55 | 10.69 | 4.27 | 6.64 | 5.71 | 5.32 | … | … | 4.07 | 13.29 | 7.75 | 9.88 | -15.19 | 5.86 | 17.41 | 15.92 | -5.98 | 11.37 | 2.50 | -1.43 | 3.77 | 12.15 | 11.95 | 0.51 | 13.55 | 21.84 | -26.31 | 7.22 | 13.38 | 7.93 | 11.16 | 16.35 | -5.34 | 2.88 |
| Sharpe Ratio | NA | 1.69 | 1.03 | 0.20 | 0.48 | NA | NA | … | … | 0.22 | 1.18 | 0.68 | 0.68 | -1.29 | 0.69 | 1.03 | 2.09 | -0.79 | 1.48 | 0.28 | -0.19 | 0.61 | 1.78 | 1.63 | 0.03 | 1.14 | 1.25 | -1.20 | 0.40 | 1.44 | 1.04 | 1.54 | 1.67 | -0.66 | 0.05 |
| Standard Deviation(%) | NA | 8.05 | 7.76 | 8.83 | 9.55 | NA | NA | … | … | 9.66 | 8.81 | 6.03 | 9.17 | 12.85 | 8.40 | 16.72 | 6.92 | 9.35 | 7.23 | 8.13 | 7.85 | 6.17 | 6.82 | 7.31 | 14.48 | 11.85 | 17.36 | 22.69 | 10.13 | 6.93 | 5.46 | 6.60 | 9.36 | 9.76 | 8.32 |
| Draw Down(%) | NA | 7.00 | 10.70 | 23.00 | 23.00 | NA | NA | … | … | 7.00 | 9.01 | 4.70 | 10.94 | 21.38 | 5.46 | 19.72 | 2.51 | 13.09 | 4.78 | 6.49 | 8.18 | 4.39 | 6.29 | 5.73 | 12.67 | 8.66 | 17.32 | 35.67 | 6.80 | 7.49 | 3.85 | 5.23 | 8.73 | 15.33 | 10.85 |
| Yield(%) | NA | 1.96 | 3.15 | 3.04 | 3.62 | NA | NA | … | … | NA | NA | 0.47 | 1.82 | 2.54 | 4.91 | 3.76 | 1.75 | 4.26 | 7.93 | 2.05 | 3.35 | 4.09 | 3.69 | 2.65 | 2.38 | 2.16 | 1.19 | 2.42 | 3.75 | 3.07 | 3.23 | 2.27 | 1.26 | 1.41 | 2.12 |
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 |
|---|---|---|---|---|
| Trevor Project 403(b) Strategic Asset Allocation – Optimal Moderate |
-8.55%
Feb 2006 – Feb 2009 |
-1.56%
Feb 2004 – Feb 2009 |
2.79%
Oct 2013 – Oct 2023 |
3.18%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Trevor Project 403(b) Strategic Asset Allocation – Optimal Moderate |
18.71%
Feb 2009 – Feb 2012 |
15.04%
Feb 2009 – Feb 2014 |
8.80%
Feb 2009 – Feb 2019 |
7.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart