Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CalSavers Retirement Plan Tactical Asset Allocation Moderate | 4.25% | 17.75% | 13.56% | 5.77% | -13.29% | -9.22% | -6.68% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CalSavers Retirement 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 (%) | 0.56 | 17.75 | 13.56 | 5.77 | -13.29 | -9.22 | -6.68 | … | … | 4.25 | 13.01 | 12.68 | 8.14 | -13.13 | 7.00 | 3.49 | -84.92 | -5.39 | 15.77 | 1.95 | -4.33 | 5.19 | 0.03 | 0.05 | 0.03 | 0.09 | 0.10 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 2.14 | 1.10 | 0.36 | -0.20 | NA | NA | … | … | 0.38 | 1.05 | 1.14 | 0.66 | -1.51 | 1.35 | 0.47 | -0.37 | -0.71 | 3.91 | 0.27 | -0.48 | 1.61 | -1.27 | -2.23 | -0.47 | -2.23 | -1.08 | -1.11 | -4.18 | -11.86 | -3.16 | -1.87 | -5.17 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 7.86 | 8.58 | 8.32 | 73.56 | NA | NA | … | … | 10.04 | 9.62 | 7.91 | 6.85 | 9.64 | 5.15 | 6.92 | 231.50 | 9.59 | 3.87 | 6.39 | 9.01 | 3.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.98 | 12.66 | 16.82 | 89.99 | NA | NA | … | … | 6.98 | 11.76 | 5.19 | 5.67 | 13.95 | 2.68 | 6.75 | 89.99 | 12.67 | 1.19 | 4.36 | 9.03 | 2.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 2.59 | 2.64 | 2.31 | 2.51 | NA | NA | … | … | NA | NA | 0.41 | 3.01 | 2.23 | 2.07 | 0.10 | 4.36 | 3.22 | 4.33 | 1.88 | 2.63 | 1.40 | 0.03 | 0.05 | 0.03 | 0.09 | 0.10 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| CalSavers Retirement Plan Tactical Asset Allocation Moderate |
-49.72%
Oct 2016 – Oct 2019 |
-33.96%
Oct 2014 – Oct 2019 |
-18.45%
Oct 2009 – Oct 2019 |
-12.15%
Oct 2004 – Oct 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CalSavers Retirement Plan Tactical Asset Allocation Moderate |
13.59%
Feb 2023 – Feb 2026 |
9.18%
Nov 2019 – Nov 2024 |
2.48%
Sep 2009 – Sep 2019 |
2.31%
Sep 2004 – Sep 2019 |
Annualized Rolling Returns Comparison Chart