Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Alkermes Strategic Asset Allocation – Optimal Moderate | 1.93% | 18.91% | 13.88% | 6.17% | 9.44% | 8.02% | 7.43% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alkermes 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 (%) | -0.01 | 18.91 | 13.88 | 6.17 | 9.44 | 8.02 | 7.43 | … | … | 1.93 | 18.44 | 10.46 | 14.80 | -16.58 | 8.10 | 21.06 | 21.46 | -4.39 | 15.68 | 5.24 | 0.56 | 5.79 | 16.55 | 13.73 | -0.80 | 19.71 | 24.72 | -24.46 | 6.32 | 10.62 | 7.70 | 13.83 | 21.64 | -7.74 | 6.60 |
| Sharpe Ratio | NA | 2.16 | 1.12 | 0.34 | 0.68 | NA | NA | … | … | 0.17 | 1.48 | 0.79 | 1.22 | -1.21 | 0.86 | 1.10 | 2.71 | -0.56 | 3.36 | 0.61 | 0.06 | 0.86 | 2.27 | 1.73 | -0.06 | 1.49 | 1.28 | -1.09 | 0.34 | 0.91 | 0.67 | 1.47 | 2.13 | -0.64 | 0.32 |
| Standard Deviation(%) | NA | 8.59 | 9.47 | 10.64 | 10.88 | NA | NA | … | … | 9.92 | 10.51 | 8.61 | 9.13 | 14.93 | 9.37 | 18.86 | 7.37 | 10.22 | 4.47 | 8.25 | 8.67 | 6.71 | 7.28 | 7.91 | 14.91 | 13.16 | 19.22 | 23.29 | 9.23 | 7.94 | 8.08 | 8.74 | 9.81 | 13.86 | 13.23 |
| Draw Down(%) | NA | 6.74 | 11.98 | 22.75 | 22.75 | NA | NA | … | … | 6.74 | 10.75 | 4.85 | 8.48 | 22.16 | 5.58 | 21.64 | 3.41 | 13.05 | 1.48 | 7.13 | 7.76 | 4.78 | 5.81 | 6.48 | 14.93 | 10.42 | 18.78 | 34.75 | 6.20 | 7.23 | 5.02 | 7.04 | 7.50 | 20.01 | 14.48 |
| Yield(%) | NA | 1.79 | 2.12 | 2.61 | 3.37 | NA | NA | … | … | NA | 0.00 | 1.80 | 2.52 | 2.13 | 3.04 | 3.72 | 5.36 | 4.84 | 5.53 | 2.11 | 3.01 | 2.28 | 2.60 | 3.77 | 3.28 | 2.91 | 2.93 | 2.63 | 3.18 | 2.86 | 2.67 | 2.72 | 2.59 | 2.42 | 3.11 |
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 Strategic Asset Allocation – Optimal Moderate |
-9.02%
Feb 2006 – Feb 2009 |
-1.58%
Feb 2004 – Feb 2009 |
5.52%
Feb 2006 – Feb 2016 |
5.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alkermes Strategic Asset Allocation – Optimal Moderate |
21.76%
Feb 2009 – Feb 2012 |
17.90%
Feb 2009 – Feb 2014 |
11.54%
Feb 2009 – Feb 2019 |
10.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart