Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Trevor Project 403(b) Tactical Asset Allocation Moderate | 5.85% | 9.71% | 20.90% | 12.73% | 10.22% | 7.70% | 7.31% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Trevor Project 403(b) Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 9.71 | 20.90 | 12.73 | 10.22 | 7.70 | 7.31 | … | … | 5.85 | 45.22 | 13.51 | 2.29 | -3.20 | 9.08 | 17.34 | 10.07 | -4.04 | 12.79 | 3.01 | -5.28 | 0.05 | 13.50 | 4.69 | 1.83 | 2.49 | 12.59 | -1.55 | 7.14 | 13.14 | 8.51 | 8.01 | 21.42 | -4.93 | 1.96 |
| Sharpe Ratio | NA | 0.91 | 0.72 | 0.49 | 0.60 | NA | NA | … | … | 0.21 | 1.14 | 1.10 | -0.18 | -0.60 | 1.01 | 2.12 | 1.45 | -0.78 | 2.35 | 0.53 | -0.71 | 0.01 | 1.87 | 0.88 | 0.22 | 0.21 | 1.12 | -0.79 | 0.38 | 1.20 | 0.91 | 0.89 | 2.40 | -1.22 | -0.82 |
| Standard Deviation(%) | NA | 9.26 | 22.54 | 18.21 | 13.73 | NA | NA | … | … | 10.57 | 37.08 | 9.01 | 7.66 | 7.76 | 8.98 | 8.06 | 5.92 | 6.97 | 5.16 | 5.23 | 7.53 | 6.37 | 7.20 | 5.25 | 8.32 | 11.37 | 11.13 | 3.20 | 10.46 | 8.12 | 6.85 | 7.90 | 8.64 | 4.99 | 0.56 |
| Draw Down(%) | NA | 8.29 | 15.38 | 15.38 | 15.38 | NA | NA | … | … | 8.29 | 15.38 | 6.27 | 6.59 | 8.73 | 5.02 | 4.78 | 2.35 | 9.86 | 2.86 | 4.47 | 10.42 | 4.52 | 6.39 | 4.85 | 7.77 | 8.92 | 6.69 | 3.91 | 6.68 | 8.82 | 4.22 | 6.41 | 4.31 | 8.33 | 0.39 |
| Yield(%) | NA | 2.76 | 4.38 | 4.50 | 3.59 | NA | NA | … | … | NA | NA | 0.69 | 2.43 | 3.71 | 7.00 | 5.79 | 4.29 | 2.04 | 2.63 | 2.37 | 2.86 | 3.62 | 1.60 | 2.99 | 2.32 | 3.10 | 3.71 | 0.95 | 3.34 | 3.77 | 5.92 | 2.90 | 1.34 | 0.98 | 2.32 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| Trevor Project 403(b) Tactical Asset Allocation Moderate |
-0.80%
Dec 2013 – Dec 2016 |
1.11%
Dec 2013 – Dec 2018 |
3.44%
Apr 2007 – Apr 2017 |
4.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Trevor Project 403(b) Tactical Asset Allocation Moderate |
20.94%
Feb 2023 – Feb 2026 |
15.77%
Jan 2020 – Jan 2025 |
10.22%
Feb 2016 – Feb 2026 |
7.90%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart