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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Guardian Insurance & Annuity Company GUARDIAN INVESTOR INCOME ACCESS 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate NA 7.17% 6.33% 4.79% 6.70% 8.72% NA 9.37%
Data as of 10/31/2019, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
Guardian Insurance & Annuity Company GUARDIAN INVESTOR INCOME ACCESS 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate 12/31/2000 12/31/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.22 7.17 6.33 4.79 6.70 8.72 NA 9.37 10.72 -2.75 14.93 5.10 -3.21 3.96 11.43 8.87 0.57 13.42 27.90 -11.90 21.08 16.22 15.37 10.43 23.09 8.54 3.54
Sharpe Ratio NA 1.94 1.01 0.64 0.72 NA NA 0.98 1.94 -0.51 2.75 0.85 -0.48 0.58 1.63 1.65 0.04 1.04 2.79 -1.82 1.47 1.35 1.90 1.06 4.16 1.45 0.18
Standard Deviation(%) NA 4.79 6.17 6.21 7.94 NA NA 8.12 4.79 7.99 5.21 5.76 6.73 6.82 6.97 5.35 12.18 12.88 9.96 7.03 12.25 9.57 6.94 8.95 5.39 5.13 6.88
Draw Down(%) NA 2.88 9.83 9.83 12.45 NA NA 16.54 2.88 9.83 2.25 5.57 8.91 5.84 5.67 4.44 12.45 8.78 4.42 13.53 8.99 13.03 5.54 12.51 2.03 6.63 5.27
Yield(%) NA 3.37 2.14 2.36 3.21 NA NA 4.10 3.38 2.06 0.65 3.60 1.95 5.56 5.23 3.11 2.27 4.03 4.21 3.20 7.36 12.38 4.68 3.28 3.70 3.83 3.35
Data as of 10/31/2019, 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 GUARDIAN INVESTOR INCOME ACCESS 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate 1.88%
Feb 2014 - Feb 2017
3.17%
Apr 2011 - Apr 2016
6.10%
Oct 2007 - Oct 2017
8.13%
Feb 2004 - Feb 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Guardian Insurance & Annuity Company GUARDIAN INVESTOR INCOME ACCESS 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate 21.62%
Oct 2004 - Oct 2007
18.28%
Oct 2002 - Oct 2007
12.87%
Apr 2001 - Apr 2011
10.37%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart