Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Core Mutual Funds Tactical Asset Allocation Moderate | 6.39% | 18.66% | 14.60% | 8.03% | 8.87% | 8.14% | 9.99% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vanguard Core Mutual Funds 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 (%) | 0.34 | 18.66 | 14.60 | 8.03 | 8.87 | 8.14 | 9.99 | … | … | 6.39 | 12.20 | 11.22 | 13.83 | -14.07 | 17.89 | 6.19 | 18.91 | -4.46 | 14.16 | 9.11 | -0.62 | 6.94 | 15.05 | 16.41 | 4.18 | 24.11 | 15.90 | 3.93 | 17.91 | 19.33 | 13.16 | 14.80 | 34.76 | 8.16 | -0.32 |
| Sharpe Ratio | NA | 1.83 | 1.03 | 0.47 | 0.62 | NA | NA | … | … | 0.36 | 0.98 | 0.87 | 1.23 | -1.12 | 1.95 | 0.31 | 2.81 | -0.65 | 2.86 | 1.05 | -0.07 | 0.88 | 2.02 | 2.00 | 0.25 | 1.74 | 1.30 | 0.45 | 1.07 | 1.53 | 1.42 | 1.39 | 5.61 | 1.30 | -0.44 |
| Standard Deviation(%) | NA | 9.19 | 9.35 | 10.24 | 10.59 | NA | NA | … | … | 12.45 | 9.55 | 8.72 | 8.27 | 13.87 | 9.15 | 19.39 | 6.20 | 8.95 | 4.72 | 8.49 | 9.55 | 7.91 | 7.42 | 8.17 | 16.34 | 13.78 | 12.17 | 6.59 | 13.78 | 10.39 | 7.68 | 9.94 | 6.07 | 5.38 | 6.31 |
| Draw Down(%) | NA | 8.12 | 11.64 | 18.72 | 25.92 | NA | NA | … | … | 8.12 | 11.64 | 5.23 | 7.90 | 18.72 | 4.76 | 25.92 | 3.03 | 11.51 | 1.78 | 5.47 | 10.32 | 7.06 | 7.80 | 6.58 | 13.69 | 10.00 | 9.14 | 4.95 | 10.43 | 13.56 | 6.22 | 14.04 | 2.60 | 2.99 | 6.90 |
| Yield(%) | NA | 3.14 | 3.27 | 2.89 | 2.96 | NA | NA | … | … | NA | 2.25 | 3.57 | 3.05 | 1.87 | 2.68 | 2.13 | 3.14 | 2.87 | 3.51 | 3.23 | 3.29 | 3.96 | 3.56 | 4.57 | 3.20 | 4.04 | 5.09 | 4.42 | 4.57 | 4.36 | 5.26 | 5.29 | 7.44 | 6.56 | 4.80 |
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 |
|---|---|---|---|---|
| Vanguard Core Mutual Funds Tactical Asset Allocation Moderate |
1.55%
Mar 2017 – Mar 2020 |
2.87%
Mar 2015 – Mar 2020 |
5.58%
Oct 2013 – Oct 2023 |
7.70%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard Core Mutual Funds Tactical Asset Allocation Moderate |
23.58%
Apr 2003 – Apr 2006 |
20.59%
Oct 2002 – Oct 2007 |
16.69%
Apr 2003 – Apr 2013 |
13.83%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart