Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGT Savings Plan Tactical Asset Allocation Moderate | NA | 23.33% | 1.04% | 5.58% | 4.89% | 4.92% | 5.77% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGT Savings Plan 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 | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 23.33 | 1.04 | 5.58 | 4.89 | 4.92 | 5.77 | … | … | 0.42 | 3.45 | 15.36 | -18.55 | 5.40 | 21.45 | 8.30 | -2.60 | 11.11 | 4.15 | -0.50 | 1.53 | 16.76 | 7.00 | -9.30 | 5.74 | 17.37 | -2.96 | 9.97 | 11.52 | 5.79 | 10.71 | 19.06 | 0.11 | 6.54 |
| Sharpe Ratio | NA | -0.21 | -0.37 | 0.19 | 0.31 | NA | NA | … | … | 0.05 | -0.33 | 1.27 | -1.35 | 0.56 | 2.47 | 1.27 | -0.50 | 1.90 | 0.87 | -0.10 | 0.22 | 2.41 | 1.20 | -0.83 | 0.52 | 2.31 | -0.96 | 0.69 | 1.09 | 0.58 | 1.21 | 3.41 | -0.20 | 1.16 |
| Standard Deviation(%) | NA | 9.35 | 11.30 | 10.48 | 8.47 | NA | NA | … | … | 6.82 | 9.40 | 8.76 | 14.75 | 9.53 | 8.59 | 5.42 | 7.82 | 5.53 | 4.51 | 5.18 | 6.80 | 6.93 | 5.79 | 11.29 | 10.83 | 7.49 | 4.05 | 10.17 | 7.56 | 6.25 | 8.06 | 5.38 | 5.07 | 3.66 |
| Draw Down(%) | NA | 9.06 | 23.21 | 24.79 | 24.79 | NA | NA | … | … | 0.54 | 9.04 | 8.68 | 24.07 | 5.72 | 8.00 | 3.69 | 9.29 | 4.54 | 4.16 | 5.12 | 5.02 | 4.61 | 4.99 | 13.48 | 9.28 | 3.82 | 6.29 | 7.24 | 9.33 | 5.08 | 7.47 | 2.53 | 7.09 | 2.77 |
| Yield(%) | NA | 4.05 | 5.63 | 5.26 | 4.86 | NA | NA | … | … | NA | 0.70 | 4.05 | 3.76 | 8.18 | 7.12 | 3.38 | 4.17 | 0.24 | 7.61 | 5.15 | 4.82 | 2.91 | 3.48 | 0.80 | 3.73 | 4.41 | 2.66 | 7.73 | 6.75 | 4.64 | 5.08 | 3.75 | 5.26 | 6.65 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGT Savings Plan Tactical Asset Allocation Moderate |
-0.94%
Dec 2021 – Dec 2024 |
0.36%
Sep 2017 – Sep 2022 |
3.10%
Oct 2013 – Oct 2023 |
3.43%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGT Savings Plan Tactical Asset Allocation Moderate |
13.18%
Apr 2003 – Apr 2006 |
12.24%
Oct 2002 – Oct 2007 |
8.52%
Apr 2001 – Apr 2011 |
7.28%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart