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 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