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 Strategic Asset Allocation – Optimal Moderate | 3.95% | 15.55% | 11.67% | 5.50% | 7.89% | 7.12% | 6.98% | … | … |
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 Strategic Asset Allocation – Optimal 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 | 15.55 | 11.67 | 5.50 | 7.89 | 7.12 | 6.98 | … | … | 3.95 | 12.94 | 10.28 | 11.92 | -14.47 | 8.98 | 14.60 | 18.83 | -4.68 | 10.52 | 7.46 | -1.82 | 6.79 | 16.99 | 9.92 | 3.34 | 15.95 | 19.48 | -19.47 | 9.47 | 12.31 | 9.07 | 12.48 | 22.18 | -11.27 | -5.19 |
| Sharpe Ratio | NA | 1.96 | 1.03 | 0.26 | 0.56 | NA | NA | … | … | 0.26 | 1.16 | 0.81 | 0.92 | -1.19 | 0.93 | 0.79 | 2.68 | -0.68 | 2.07 | 0.97 | -0.23 | 1.09 | 2.51 | 1.51 | 0.26 | 1.34 | 1.18 | -0.96 | 0.69 | 1.28 | 1.10 | 1.50 | 2.59 | -1.02 | -0.96 |
| Standard Deviation(%) | NA | 7.40 | 8.49 | 9.76 | 10.09 | NA | NA | … | … | 8.97 | 8.66 | 8.21 | 8.95 | 13.32 | 9.61 | 18.18 | 6.46 | 8.95 | 4.76 | 7.45 | 8.20 | 6.22 | 6.76 | 6.53 | 12.78 | 11.85 | 16.38 | 21.28 | 9.12 | 6.97 | 6.20 | 7.67 | 8.29 | 12.16 | 7.89 |
| Draw Down(%) | NA | 6.64 | 10.37 | 22.39 | 22.39 | NA | NA | … | … | 6.64 | 9.70 | 4.38 | 9.39 | 21.56 | 4.67 | 21.08 | 2.88 | 11.79 | 2.56 | 5.27 | 7.85 | 4.46 | 5.37 | 4.95 | 10.86 | 8.62 | 16.95 | 31.98 | 5.67 | 7.19 | 4.10 | 7.02 | 7.51 | 19.78 | 12.76 |
| Yield(%) | NA | 4.21 | 4.27 | 3.89 | 4.09 | NA | NA | … | … | NA | NA | 0.86 | 3.67 | 3.97 | 4.85 | 3.01 | 3.40 | 5.24 | 3.39 | 4.37 | 4.38 | 4.25 | 4.74 | 2.90 | 2.82 | 2.55 | 2.71 | 2.86 | 3.79 | 3.46 | 3.04 | 2.82 | 2.17 | 1.11 | 3.65 |
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 Strategic Asset Allocation – Optimal Moderate |
-5.37%
Feb 2006 – Feb 2009 |
0.63%
Feb 2004 – Feb 2009 |
4.38%
Oct 2013 – Oct 2023 |
4.94%
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 Strategic Asset Allocation – Optimal Moderate |
19.31%
Feb 2009 – Feb 2012 |
16.29%
Feb 2009 – Feb 2014 |
10.21%
Feb 2009 – Feb 2019 |
8.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart