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 VALUE GUARD Q X B SHARES Tactical Asset Allocation Moderate | NA | 16.57% | 4.88% | 9.50% | 7.41% | 8.70% | 8.85% | 8.31% |
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 VALUE GUARD Q X B 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 (%) | -1.58 | 16.57 | 4.88 | 9.50 | 7.41 | 8.70 | 8.85 | 8.31 | NA | 8.22 | 13.18 | -8.76 | 10.49 | 22.55 | 18.46 | -0.53 | 13.46 | -4.09 | 2.69 | 4.79 | 21.00 | 11.43 | 3.74 | 12.75 | 10.76 | 7.90 | 10.20 | 8.46 | 7.23 | 6.89 | 9.47 | -1.36 | 6.08 |
| Sharpe Ratio | NA | 0.33 | 0.03 | 0.51 | 0.54 | NA | NA | 0.72 | 0.07 | 0.17 | 1.00 | -0.73 | 1.09 | 1.36 | 2.25 | -0.18 | 2.31 | -0.56 | 0.25 | 0.52 | 3.14 | 1.45 | 0.32 | 1.54 | 1.30 | 1.27 | 0.78 | 0.65 | 0.47 | 0.62 | 1.23 | -0.37 | 0.83 |
| Standard Deviation(%) | NA | 9.58 | 11.01 | 12.06 | 10.41 | NA | NA | 9.25 | 11.65 | 9.62 | 8.90 | 13.84 | 9.63 | 16.42 | 7.59 | 10.15 | 5.54 | 7.68 | 10.46 | 9.19 | 6.69 | 7.86 | 11.63 | 8.21 | 8.19 | 5.47 | 9.26 | 8.04 | 10.85 | 9.67 | 7.15 | 6.62 | 4.52 |
| Draw Down(%) | NA | 7.04 | 14.45 | 15.04 | 15.04 | NA | NA | 15.04 | 1.01 | 7.04 | 6.88 | 14.49 | 4.60 | 15.04 | 3.26 | 14.15 | 2.25 | 8.68 | 7.40 | 6.32 | 2.90 | 5.75 | 10.46 | 5.14 | 4.66 | 3.13 | 6.92 | 9.34 | 8.27 | 9.49 | 4.45 | 8.98 | 4.13 |
| Yield(%) | NA | 2.68 | 5.32 | 4.69 | 4.03 | NA | NA | 0.00 | NA | 1.86 | 1.80 | 4.49 | 7.59 | 6.21 | 2.65 | 5.54 | 6.29 | 0.74 | 1.16 | 3.86 | 0.35 | 2.07 | 2.02 | 2.79 | 2.12 | 4.12 | 2.00 | 7.73 | 6.64 | 11.08 | 10.35 | 3.92 | 5.02 |
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 VALUE GUARD Q X B SHARES Tactical Asset Allocation Moderate |
1.06%
Dec 2013 - Dec 2016 |
3.10%
Dec 2013 - Dec 2018 |
6.39%
Apr 2010 - Apr 2020 |
7.00%
Oct 2001 - Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Guardian Insurance & Annuity Company VALUE GUARD Q X B SHARES Tactical Asset Allocation Moderate |
17.06%
Dec 2018 - Dec 2021 |
13.01%
Jun 2009 - Jun 2014 |
10.84%
Aug 2004 - Aug 2014 |
9.72%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart