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 Strategic Asset Allocation – Optimal Moderate | 4.57% | 18.99% | 14.18% | 6.73% | 8.24% | 6.78% | 7.06% | … | … |
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 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 (%) | 0.34 | 18.99 | 14.18 | 6.73 | 8.24 | 6.78 | 7.06 | … | … | 4.57 | 16.50 | 9.72 | 14.37 | -16.11 | 11.26 | 6.00 | 18.80 | -5.46 | 16.65 | 7.94 | -2.48 | 7.26 | 11.82 | 15.61 | -4.16 | 15.32 | 29.52 | -23.80 | 10.09 | 17.57 | 10.11 | 15.29 | 30.84 | -4.03 | -1.93 |
| Sharpe Ratio | NA | 2.24 | 1.19 | 0.37 | 0.58 | NA | NA | … | … | 0.40 | 1.49 | 0.81 | 1.25 | -1.24 | 1.42 | 0.29 | 2.87 | -0.81 | 3.94 | 0.91 | -0.28 | 1.10 | 1.57 | 1.90 | -0.27 | 1.17 | 1.52 | -1.00 | 0.60 | 1.80 | 1.21 | 1.83 | 4.02 | -0.50 | -0.45 |
| Standard Deviation(%) | NA | 7.82 | 8.59 | 9.87 | 10.30 | NA | NA | … | … | 10.26 | 9.12 | 7.56 | 8.57 | 14.15 | 7.90 | 19.64 | 6.04 | 8.42 | 4.06 | 8.48 | 8.83 | 6.59 | 7.51 | 8.20 | 15.77 | 13.03 | 19.37 | 24.85 | 11.52 | 7.88 | 6.46 | 7.84 | 7.50 | 10.29 | 9.69 |
| Draw Down(%) | NA | 6.88 | 9.10 | 22.56 | 26.51 | NA | NA | … | … | 6.88 | 9.10 | 3.91 | 8.41 | 22.37 | 3.87 | 26.51 | 3.12 | 11.26 | 1.36 | 6.05 | 9.85 | 5.36 | 8.14 | 6.92 | 17.04 | 10.61 | 17.29 | 35.82 | 7.91 | 8.62 | 4.88 | 9.15 | 6.91 | 14.59 | 15.05 |
| Yield(%) | NA | 3.55 | 4.18 | 3.62 | 3.37 | NA | NA | … | … | NA | 2.30 | 4.12 | 4.26 | 3.14 | 2.60 | 2.31 | 3.33 | 3.43 | 3.76 | 3.27 | 3.12 | 4.27 | 3.73 | 4.69 | 3.67 | 3.60 | 4.11 | 3.13 | 3.81 | 4.20 | 3.32 | 4.62 | 5.05 | 4.12 | 3.24 |
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 Strategic Asset Allocation – Optimal Moderate |
-5.95%
Feb 2006 – Feb 2009 |
1.22%
Feb 2004 – Feb 2009 |
4.21%
Oct 2013 – Oct 2023 |
4.33%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard Core Mutual Funds Strategic Asset Allocation – Optimal Moderate |
21.31%
Mar 2003 – Mar 2006 |
18.06%
Oct 2002 – Oct 2007 |
11.22%
Mar 2003 – Mar 2013 |
9.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart