Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) | 5.75% | 16.61% | 14.64% | 4.02% | 7.96% | 7.74% | 6.98% | … | … |
Data as of 06/05/2026, Common starting date is 09/10/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) | 09/10/1996 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.96 | 16.61 | 14.64 | 4.02 | 7.96 | 7.74 | 6.98 | … | … | 5.75 | 15.87 | 13.13 | 15.28 | -18.55 | 3.13 | 11.86 | 24.39 | -6.63 | 19.23 | 6.55 | -1.35 | 6.95 | 19.84 | 15.03 | -1.93 | 15.58 | 26.00 | -33.73 | 14.88 | 14.13 | 7.69 | 11.61 | 27.84 | -14.02 | -9.27 | -2.49 | 33.83 | 13.80 | 16.24 | 6.59 |
| Sharpe Ratio | NA | 1.33 | 0.99 | 0.11 | 0.44 | NA | NA | … | … | 0.89 | 0.98 | 0.97 | 1.13 | -1.05 | 0.20 | 0.43 | 2.43 | -0.64 | 3.43 | 0.54 | -0.12 | 0.74 | 2.18 | 1.40 | -0.10 | 1.01 | 1.29 | -1.17 | 0.89 | 1.12 | 0.71 | 1.22 | 2.44 | -1.02 | -0.91 | -0.37 | 2.58 | 0.77 | 1.17 | 1.27 |
| Standard Deviation(%) | NA | 10.53 | 11.48 | 14.06 | 14.58 | NA | NA | … | … | 12.79 | 13.30 | 9.76 | 10.36 | 19.03 | 15.51 | 27.02 | 9.44 | 12.65 | 5.44 | 11.82 | 11.97 | 9.34 | 9.08 | 10.80 | 19.75 | 15.35 | 20.14 | 29.49 | 13.28 | 9.62 | 7.65 | 8.70 | 11.13 | 14.83 | 13.09 | 18.27 | 11.81 | 13.42 | 10.65 | 15.25 |
| Draw Down(%) | NA | 8.27 | 13.82 | 31.47 | 31.47 | NA | NA | … | … | 8.27 | 13.82 | 5.47 | 9.88 | 22.52 | 11.66 | 30.07 | 4.97 | 17.00 | 1.52 | 10.15 | 11.48 | 7.36 | 6.82 | 9.11 | 17.99 | 11.69 | 18.94 | 43.08 | 8.78 | 11.11 | 6.33 | 7.88 | 9.65 | 22.32 | 20.66 | 16.22 | 6.83 | 20.42 | 7.89 | 7.09 |
| Yield(%) | 0.00 | 7.19 | 6.26 | 3.51 | 6.25 | 6.75 | 6.24 | … | … | 0.00 | 7.56 | 7.36 | 2.67 | 1.38 | 1.72 | 0.82 | 16.61 | 11.54 | 10.51 | 3.09 | 7.94 | 11.15 | 13.20 | 5.64 | 1.35 | 1.55 | 0.90 | 1.58 | 15.43 | 8.20 | 5.69 | 0.97 | 1.07 | 1.11 | 1.35 | 11.24 | 5.97 | 4.02 | 5.51 | 0.76 |
Data as of 06/05/2026, Common starting date is 09/10/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) |
-11.87%
Mar 2000 – Mar 2003 |
-2.35%
Feb 2004 – Feb 2009 |
1.61%
Aug 2000 – Aug 2010 |
4.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) |
25.24%
Mar 1997 – Mar 2000 |
17.86%
Feb 2009 – Feb 2014 |
11.90%
Feb 2009 – Feb 2019 |
9.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart