Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Guardian Insurance & Annuity Company THE GUARDIAN INVESTOR VARIABLE ANNUITY SERIES L 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate | NA | 25.35% | 5.56% | 5.90% | 4.42% | 5.61% | 8.69% | 8.93% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Guardian Insurance & Annuity Company THE GUARDIAN INVESTOR VARIABLE ANNUITY SERIES L 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.03 | 25.35 | 5.56 | 5.90 | 4.42 | 5.61 | 8.69 | 8.93 | NA | 13.35 | 12.98 | -11.47 | 9.63 | 3.84 | 11.18 | -8.36 | 10.37 | 7.02 | -3.15 | 0.29 | 15.93 | 9.94 | 3.04 | 8.44 | 20.56 | 7.49 | 21.39 | 21.60 | 16.01 | 16.65 | 23.67 | -2.01 | 4.42 |
| Sharpe Ratio | NA | 0.66 | 0.04 | 0.21 | 0.23 | NA | NA | 0.70 | 0.06 | 0.55 | 0.91 | -1.20 | 0.88 | 0.16 | 1.55 | -0.96 | 1.47 | 0.84 | -0.33 | 0.03 | 2.02 | 1.20 | 0.21 | 0.74 | 1.89 | 1.07 | 1.37 | 1.71 | 1.88 | 1.49 | 3.58 | -0.68 | 0.40 |
| Standard Deviation(%) | NA | 12.36 | 10.99 | 13.97 | 11.47 | NA | NA | 10.34 | 15.10 | 12.34 | 9.54 | 10.74 | 10.95 | 22.21 | 6.28 | 10.04 | 6.61 | 8.10 | 9.68 | 9.11 | 7.86 | 8.24 | 14.25 | 11.33 | 10.84 | 6.14 | 13.40 | 10.73 | 7.36 | 10.55 | 6.42 | 4.60 | 5.22 |
| Draw Down(%) | NA | 8.23 | 16.24 | 28.76 | 28.76 | NA | NA | 28.76 | 1.36 | 8.23 | 8.22 | 16.24 | 5.67 | 28.76 | 3.39 | 14.73 | 3.49 | 5.09 | 11.07 | 8.33 | 7.88 | 6.89 | 13.74 | 9.54 | 5.81 | 2.97 | 11.23 | 14.00 | 6.34 | 12.90 | 2.96 | 8.15 | 6.51 |
| Yield(%) | NA | 5.35 | 5.07 | 5.43 | 5.79 | NA | NA | 0.00 | NA | 1.40 | 5.32 | 3.09 | 6.64 | 5.53 | 6.13 | 2.68 | 2.57 | 5.62 | 15.19 | 4.12 | 6.39 | 2.89 | 4.62 | 4.07 | 4.29 | 4.81 | 12.02 | 10.91 | 6.61 | 4.36 | 3.07 | 5.07 | 4.93 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Guardian Insurance & Annuity Company THE GUARDIAN INVESTOR VARIABLE ANNUITY SERIES L 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate |
-3.00%
Mar 2017 - Mar 2020 |
-1.69%
Mar 2015 - Mar 2020 |
2.32%
Oct 2013 - Oct 2023 |
5.04%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Guardian Insurance & Annuity Company THE GUARDIAN INVESTOR VARIABLE ANNUITY SERIES L 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate |
24.91%
Oct 2004 - Oct 2007 |
20.71%
Oct 2002 - Oct 2007 |
15.35%
Apr 2003 - Apr 2013 |
11.96%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart