Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA PLYTCH INST (52322) Strategic Asset Allocation - Equal Weight Moderate | NA | 8.88% | 4.91% | 5.68% | 4.86% | 5.13% | NA | 6.28% |
Data as of 10/30/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIRGINIA PLYTCH INST (52322) Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/28/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.77 | 8.88 | 4.91 | 5.68 | 4.86 | 5.13 | NA | 6.28 | 1.59 | 17.76 | 13.94 | -6.32 | 11.04 | 4.57 | -2.69 | 3.04 | 7.01 | 14.08 | -2.02 | 13.38 | 27.08 | -24.63 | 4.34 | 12.64 | 10.37 | 9.91 | 22.56 | 1.01 | 4.82 |
| Sharpe Ratio | NA | 1.00 | 0.50 | 0.86 | 0.66 | NA | NA | 0.65 | 0.15 | 0.96 | 2.45 | -0.92 | 2.86 | 0.58 | -0.38 | 0.56 | 1.43 | 2.97 | -0.22 | 1.84 | 1.90 | -1.47 | 0.19 | 1.75 | 1.99 | 1.67 | 4.88 | -0.02 | 0.42 |
| Standard Deviation(%) | NA | 18.29 | 12.00 | 9.93 | 8.47 | NA | NA | 8.64 | 10.28 | 18.17 | 5.11 | 8.32 | 3.64 | 7.50 | 7.19 | 5.45 | 4.88 | 4.73 | 9.42 | 7.23 | 14.21 | 17.37 | 6.91 | 5.35 | 4.12 | 5.36 | 4.48 | 6.10 | 5.96 |
| Draw Down(%) | NA | 20.89 | 20.89 | 20.89 | 20.89 | NA | NA | 35.46 | 1.94 | 20.89 | 2.46 | 12.17 | 1.36 | 7.27 | 8.98 | 4.59 | 6.31 | 4.15 | 11.39 | 6.68 | 13.81 | 33.52 | 7.19 | 6.07 | 3.62 | 7.00 | 3.23 | 10.93 | 6.25 |
| Yield(%) | NA | 3.69 | 3.46 | 2.56 | 2.99 | NA | NA | 3.98 | 0.00 | 3.70 | 1.82 | 5.10 | 0.47 | 1.88 | 2.54 | 3.60 | 3.27 | 4.72 | 3.05 | 4.73 | 3.99 | 3.62 | 6.31 | 6.52 | 5.22 | 4.28 | 4.39 | 4.08 | 6.37 |
Data as of 10/30/2020, 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 |
|---|---|---|---|---|
| VIRGINIA PLYTCH INST (52322) Strategic Asset Allocation - Equal Weight Moderate |
-7.70%
Feb 2006 - Feb 2009 |
-0.81%
Feb 2004 - Feb 2009 |
3.55%
Nov 2006 - Nov 2016 |
4.20%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRGINIA PLYTCH INST (52322) Strategic Asset Allocation - Equal Weight Moderate |
17.94%
Feb 2009 - Feb 2012 |
13.71%
Feb 2009 - Feb 2014 |
8.13%
Sep 2002 - Sep 2012 |
6.90%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart