Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Alkermes Tactical Asset Allocation Moderate | 3.87% | 12.72% | 8.16% | 3.77% | 9.24% | 8.30% | 8.60% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alkermes 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 (%) | -0.25 | 12.72 | 8.16 | 3.77 | 9.24 | 8.30 | 8.60 | … | … | 3.87 | 6.14 | 4.00 | 12.83 | -10.45 | 11.40 | 22.29 | 23.97 | -3.60 | 11.27 | 10.71 | 0.06 | 7.08 | 19.13 | 12.13 | 3.72 | 18.77 | 16.73 | 0.95 | 4.15 | 8.12 | 7.20 | 13.03 | 22.75 | 7.10 | 2.03 |
| Sharpe Ratio | NA | 1.69 | 0.44 | 0.07 | 0.61 | NA | NA | … | … | 0.27 | 0.37 | 0.03 | 1.10 | -0.88 | 0.98 | 1.10 | 2.94 | -0.46 | 1.98 | 1.15 | 0.00 | 0.88 | 2.36 | 1.49 | 0.26 | 1.55 | 1.72 | 0.00 | 0.11 | 0.61 | 0.60 | 1.31 | 2.69 | 1.21 | -0.09 |
| Standard Deviation(%) | NA | 7.52 | 10.92 | 11.24 | 11.63 | NA | NA | … | … | 9.87 | 8.93 | 14.40 | 8.35 | 13.46 | 11.57 | 20.00 | 7.65 | 10.94 | 5.35 | 9.12 | 9.37 | 8.00 | 8.09 | 8.11 | 14.25 | 12.02 | 9.68 | 5.76 | 9.36 | 7.71 | 8.25 | 9.17 | 8.20 | 4.93 | 4.67 |
| Draw Down(%) | NA | 7.22 | 16.71 | 18.23 | 20.47 | NA | NA | … | … | 7.22 | 14.73 | 9.80 | 6.58 | 16.01 | 5.50 | 20.47 | 3.28 | 13.11 | 2.51 | 7.13 | 8.08 | 4.26 | 5.38 | 5.87 | 11.68 | 8.42 | 4.61 | 5.42 | 7.27 | 7.23 | 5.23 | 7.41 | 3.49 | 2.51 | 3.34 |
| Yield(%) | NA | 1.91 | 3.51 | 4.82 | 4.33 | NA | NA | … | … | NA | NA | 0.00 | 2.04 | 2.47 | 6.27 | 7.11 | 6.63 | 2.99 | 4.07 | 3.62 | 6.35 | 2.07 | 1.46 | 3.60 | 2.07 | 3.07 | 4.26 | 4.49 | 2.42 | 2.98 | 2.51 | 2.74 | 2.94 | 5.12 | 1.03 |
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 |
|---|---|---|---|---|
| Alkermes Tactical Asset Allocation Moderate |
-0.96%
Apr 2021 – Apr 2024 |
2.92%
Mar 2021 – Mar 2026 |
6.72%
Mar 2015 – Mar 2025 |
7.84%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alkermes Tactical Asset Allocation Moderate |
19.09%
Dec 2018 – Dec 2021 |
14.90%
Jun 2009 – Jun 2014 |
11.54%
Sep 2011 – Sep 2021 |
10.66%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart