Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Guidline 401k General Plan Tactical Asset Allocation Moderate | 6.06% | 15.17% | 8.56% | 2.97% | 6.14% | 5.93% | 7.47% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Guidline 401k General Plan 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 (%) | 0.26 | 15.17 | 8.56 | 2.97 | 6.14 | 5.93 | 7.47 | … | … | 6.06 | 6.76 | 0.85 | 8.64 | -15.33 | 16.72 | 8.22 | 16.98 | -2.15 | 13.64 | 3.48 | -3.73 | 6.74 | 12.35 | 11.81 | 7.84 | 5.64 | 16.59 | -0.81 | 19.04 | 22.84 | 5.99 | 12.19 | 16.84 | 4.03 | 1.85 |
| Sharpe Ratio | NA | 1.56 | 0.42 | 0.02 | 0.45 | NA | NA | … | … | 0.33 | 0.40 | -0.25 | 0.65 | -1.70 | 1.69 | 0.51 | 2.35 | -0.41 | 2.65 | 0.45 | -0.41 | 0.98 | 1.53 | 1.76 | 0.54 | 0.48 | 1.55 | -0.29 | 1.34 | 2.51 | 0.53 | 1.39 | 3.03 | 0.89 | -0.15 |
| Standard Deviation(%) | NA | 8.67 | 10.08 | 9.65 | 9.72 | NA | NA | … | … | 11.78 | 9.65 | 11.00 | 7.72 | 9.84 | 9.88 | 15.72 | 6.59 | 8.62 | 4.91 | 7.20 | 9.22 | 6.88 | 8.02 | 6.68 | 14.54 | 11.58 | 10.66 | 6.17 | 11.90 | 7.73 | 7.09 | 8.03 | 5.32 | 3.22 | 3.90 |
| Draw Down(%) | NA | 7.81 | 17.93 | 19.54 | 19.54 | NA | NA | … | … | 7.81 | 12.75 | 8.49 | 7.02 | 15.72 | 5.48 | 18.07 | 3.13 | 9.91 | 2.52 | 5.63 | 13.17 | 6.58 | 10.29 | 4.20 | 11.67 | 8.68 | 5.86 | 6.51 | 8.99 | 5.33 | 4.78 | 9.77 | 2.05 | 2.17 | 3.20 |
| Yield(%) | NA | 4.25 | 3.72 | 3.18 | 3.43 | NA | NA | … | … | NA | NA | 0.68 | 4.14 | 3.02 | 3.15 | 2.60 | 2.38 | 4.81 | 3.52 | 2.61 | 3.74 | 3.85 | 1.99 | 4.25 | 3.43 | 2.63 | 4.50 | 3.71 | 3.88 | 4.61 | 3.28 | 3.90 | 3.60 | 0.00 | 0.86 |
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 |
|---|---|---|---|---|
| Guidline 401k General Plan Tactical Asset Allocation Moderate |
-3.05%
Mar 2022 – Mar 2025 |
2.07%
Mar 2021 – Mar 2026 |
3.65%
Mar 2015 – Mar 2025 |
4.97%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Guidline 401k General Plan Tactical Asset Allocation Moderate |
19.29%
Oct 2004 – Oct 2007 |
15.93%
Oct 2002 – Oct 2007 |
12.43%
Apr 2003 – Apr 2013 |
10.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart