Performance Comparison
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