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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
VALIC 403-b Tactical Asset Allocation Moderate NA 15.99% 2.32% 7.35% 6.88% 8.41% 8.72% 9.06%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
VALIC 403-b 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 (%) -1.74 15.99 2.32 7.35 6.88 8.41 8.72 9.06 NA -4.96 17.10 -13.77 13.60 17.61 20.31 -4.66 11.74 6.71 0.90 2.04 16.67 13.99 4.45 15.00 25.42 -6.27 15.21 11.43 5.85 12.40 17.81 2.10 8.38
Sharpe Ratio NA -1.00 -0.40 0.20 0.40 NA NA 0.72 0.03 -1.14 1.54 -1.12 1.24 1.02 3.29 -0.68 1.84 0.80 0.10 0.27 2.24 1.74 0.29 1.15 2.35 -0.88 1.01 0.87 0.52 1.39 2.81 0.16 1.12
Standard Deviation(%) NA 10.07 10.86 12.40 10.28 NA NA 9.74 7.43 10.18 8.35 13.50 10.97 17.04 5.75 8.82 6.02 8.15 8.72 7.54 7.42 8.01 15.44 12.98 10.78 8.21 12.05 9.40 7.02 8.27 6.10 6.23 5.40
Draw Down(%) NA 11.64 18.41 21.12 21.12 NA NA 21.12 0.62 11.64 7.47 20.56 5.72 21.12 2.30 11.86 3.14 6.35 8.47 6.86 7.24 5.38 12.95 8.50 4.88 15.58 9.15 12.83 4.48 10.15 4.24 6.00 4.13
Yield(%) NA 5.42 5.75 5.20 4.97 NA NA 0.00 NA 1.85 4.86 5.39 5.97 2.63 7.67 5.79 1.59 3.45 7.03 5.91 3.26 4.28 6.89 3.88 4.77 7.82 5.17 5.06 7.04 8.66 5.11 5.29 8.54
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
VALIC 403-b Tactical Asset Allocation Moderate -1.36%
Dec 2021 - Dec 2024
3.20%
Dec 2013 - Dec 2018
5.70%
Oct 2013 - Oct 2023
7.06%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VALIC 403-b Tactical Asset Allocation Moderate 17.14%
Dec 2018 - Dec 2021
15.85%
Feb 2009 - Feb 2014
11.96%
Apr 2003 - Apr 2013
10.32%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart