Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Vanguard ETFs Strategic Asset Allocation - Equal Weight Moderate | 0.26% | 5.66% | 3.15% | 8.21% | 4.94% | 5.82% | 6.02% | 5.80% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vanguard ETFs Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.06 | 5.66 | 3.15 | 8.21 | 4.94 | 5.82 | 6.02 | 5.80 | 0.26 | 8.38 | 9.56 | -11.15 | 9.77 | 9.84 | 18.25 | -6.67 | 13.07 | 6.31 | -2.45 | 6.96 | 7.75 | 11.47 | -1.58 | 16.69 | 17.57 | -20.62 | 7.60 | 15.61 | 10.79 | 10.01 | 21.69 | -9.71 | 2.31 |
| Sharpe Ratio | NA | 0.38 | 0.23 | 0.43 | 0.38 | NA | NA | 0.38 | 0.17 | 0.61 | 0.72 | -1.04 | 1.19 | 0.45 | 2.65 | -0.92 | 2.58 | 0.68 | -0.28 | 1.10 | 1.07 | 1.52 | -0.10 | 1.22 | 0.77 | -0.81 | 0.36 | 1.36 | 1.11 | 1.14 | 2.23 | -0.83 | -2.43 |
| Standard Deviation(%) | NA | 10.08 | 9.67 | 9.72 | 10.67 | NA | NA | 12.14 | 12.28 | 7.84 | 8.22 | 12.11 | 8.21 | 21.38 | 6.32 | 8.73 | 4.80 | 9.00 | 8.79 | 6.33 | 7.23 | 7.52 | 16.17 | 13.57 | 22.64 | 26.64 | 12.38 | 8.98 | 7.67 | 7.90 | 9.38 | 13.14 | 0.05 |
| Draw Down(%) | NA | 10.16 | 10.78 | 16.72 | 24.69 | NA | NA | 41.19 | 9.64 | 4.64 | 7.54 | 16.72 | 4.09 | 24.69 | 3.18 | 13.33 | 1.55 | 6.23 | 9.34 | 4.33 | 7.83 | 5.69 | 15.17 | 8.78 | 22.41 | 37.96 | 7.09 | 8.94 | 4.59 | 5.92 | 7.28 | 19.16 | 0.00 |
| Yield(%) | NA | 2.99 | 3.09 | 2.90 | 2.58 | NA | NA | 2.48 | NA | 0.47 | 3.16 | 3.20 | 2.69 | 2.47 | 2.76 | 2.15 | 0.66 | 3.67 | 2.75 | 2.07 | 2.17 | 3.36 | 2.35 | 3.05 | 2.77 | 3.15 | 3.05 | 2.93 | 2.73 | 1.71 | 0.70 | 0.74 | 2.31 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard ETFs Strategic Asset Allocation - Equal Weight Moderate |
-8.52%
Feb 2006 - Feb 2009 |
-1.13%
Feb 2004 - Feb 2009 |
3.99%
Oct 2013 - Oct 2023 |
3.87%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard ETFs Strategic Asset Allocation - Equal Weight Moderate |
20.78%
Feb 2009 - Feb 2012 |
15.10%
Feb 2009 - Feb 2014 |
9.64%
Feb 2009 - Feb 2019 |
8.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart