Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 457 Golden Gate Bridge Hwy And Trn Tactical Asset Allocation Moderate | 5.15% | 20.16% | 13.57% | 7.26% | 8.05% | 7.23% | 6.95% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 457 Golden Gate Bridge Hwy And Trn 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 (%) | -0.11 | 20.16 | 13.57 | 7.26 | 8.05 | 7.23 | 6.95 | … | … | 5.15 | 16.45 | 8.06 | 14.31 | -13.13 | 13.15 | 14.63 | 12.43 | -2.80 | 12.77 | 5.47 | -2.49 | 2.33 | 17.92 | 6.79 | 6.14 | 6.44 | 14.19 | -10.52 | 10.40 | 11.86 | 3.92 | 12.99 | 21.37 | 5.04 | 3.97 |
| Sharpe Ratio | NA | 2.32 | 1.02 | 0.40 | 0.71 | NA | NA | … | … | 0.53 | 1.20 | 0.49 | 1.17 | -0.98 | 1.40 | 1.69 | 2.57 | -0.56 | 2.79 | 1.08 | -0.49 | 0.38 | 2.45 | 1.04 | 0.71 | 0.59 | 1.67 | -1.09 | 0.74 | 1.20 | 0.27 | 1.48 | 2.80 | 0.66 | 0.30 |
| Standard Deviation(%) | NA | 9.09 | 10.09 | 11.00 | 9.10 | NA | NA | … | … | 11.01 | 11.33 | 9.14 | 9.10 | 14.92 | 9.40 | 8.49 | 4.26 | 7.42 | 4.33 | 4.86 | 5.13 | 6.11 | 7.31 | 6.50 | 8.59 | 10.80 | 8.45 | 10.58 | 9.79 | 7.03 | 6.15 | 8.11 | 7.37 | 5.92 | 5.19 |
| Draw Down(%) | NA | 6.92 | 12.21 | 20.19 | 20.19 | NA | NA | … | … | 6.92 | 11.10 | 5.18 | 8.55 | 20.19 | 4.29 | 8.83 | 2.67 | 8.84 | 1.77 | 4.14 | 5.73 | 5.80 | 4.60 | 4.99 | 5.01 | 10.44 | 4.80 | 19.39 | 6.82 | 6.61 | 4.01 | 7.44 | 4.42 | 5.78 | 4.87 |
| Yield(%) | NA | 3.65 | 4.68 | 4.09 | 3.48 | NA | NA | … | … | NA | NA | 0.88 | 3.36 | 4.78 | 5.85 | 2.93 | 3.28 | 2.85 | 3.88 | 2.56 | 1.93 | 3.16 | 3.39 | 4.72 | 5.98 | 2.05 | 4.22 | 4.06 | 4.84 | 2.45 | 2.99 | 3.71 | 5.97 | 4.05 | 5.38 |
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 |
|---|---|---|---|---|
| 457 Golden Gate Bridge Hwy And Trn Tactical Asset Allocation Moderate |
0.95%
Jun 2007 – Jun 2010 |
2.90%
Dec 2013 – Dec 2018 |
4.36%
Oct 2013 – Oct 2023 |
4.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 457 Golden Gate Bridge Hwy And Trn Tactical Asset Allocation Moderate |
14.97%
Sep 2022 – Sep 2025 |
13.35%
Oct 2002 – Oct 2007 |
8.62%
Apr 2003 – Apr 2013 |
7.89%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart