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 Strategic Asset Allocation – Optimal Moderate | 3.26% | 17.95% | 13.99% | 6.97% | 11.72% | 7.83% | 6.18% | … | … |
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 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 (%) | 0.33 | 17.95 | 13.99 | 6.97 | 11.72 | 7.83 | 6.18 | … | … | 3.26 | 16.19 | 9.52 | 15.81 | -15.66 | 10.90 | 1,058.62 | -84.80 | -4.24 | 15.10 | 11.92 | 0.03 | 0.02 | 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 | 2.33 | 1.12 | 0.13 | 0.09 | NA | NA | … | … | 0.38 | 1.33 | 0.77 | 1.49 | -0.26 | 1.50 | 4.56 | -0.37 | -0.62 | 4.02 | 1.57 | -0.49 | -0.95 | -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 | 7.63 | 8.74 | 30.71 | 106.14 | NA | NA | … | … | 9.48 | 10.02 | 7.65 | 8.18 | 66.74 | 7.25 | 232.35 | 231.35 | 9.07 | 3.60 | 7.45 | 0.00 | 0.00 | 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 | 6.53 | 10.84 | 41.34 | 89.99 | NA | NA | … | … | 6.53 | 9.72 | 4.44 | 8.18 | 41.03 | 3.54 | 14.48 | 89.99 | 10.97 | 1.08 | 3.65 | 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 | 0.00 | 0.00 |
| Yield(%) | NA | 2.81 | 2.47 | 2.82 | 2.53 | NA | NA | … | … | NA | NA | 0.47 | 2.84 | 1.92 | 2.22 | 25.90 | 4.48 | 4.54 | 4.51 | 2.01 | 0.03 | 0.02 | 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 Strategic Asset Allocation – Optimal Moderate |
-49.42%
Oct 2016 – Oct 2019 |
-32.23%
Oct 2014 – Oct 2019 |
-17.66%
Oct 2009 – Oct 2019 |
-11.58%
Oct 2004 – Oct 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CalSavers Retirement Plan Strategic Asset Allocation – Optimal Moderate |
142.76%
Nov 2019 – Nov 2022 |
78.84%
Nov 2019 – Nov 2024 |
11.72%
Feb 2016 – Feb 2026 |
7.89%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart