Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity National Financial Group 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 14.26% | 6.28% | 6.66% | 6.01% | 6.58% | 7.31% | … | … |
Data as of 01/29/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity National Financial Group 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | 12/31/2000 | 04/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.61 | 14.26 | 6.28 | 6.66 | 6.01 | 6.58 | 7.31 | … | … | 5.49 | 13.99 | 12.33 | -4.23 | 8.50 | 4.77 | -3.31 | 0.36 | 14.74 | 8.76 | 5.74 | 6.49 | 16.64 | -2.57 | 10.45 | 12.26 | 3.30 | 11.44 | 17.56 | 4.12 | 6.76 |
| Sharpe Ratio | NA | 2.54 | 1.10 | 0.92 | 0.86 | NA | NA | … | … | 0.49 | 1.64 | 2.19 | -0.72 | 1.56 | 0.88 | -0.58 | 0.06 | 2.02 | 1.54 | 0.69 | 0.66 | 1.93 | -0.83 | 0.80 | 1.16 | 0.18 | 1.42 | 2.80 | 0.64 | 0.80 |
| Standard Deviation(%) | NA | 8.70 | 7.34 | 6.88 | 6.66 | NA | NA | … | … | 11.11 | 8.39 | 5.00 | 7.69 | 5.04 | 5.17 | 5.76 | 5.75 | 7.30 | 5.67 | 8.27 | 9.75 | 8.59 | 4.22 | 9.30 | 7.77 | 6.20 | 7.41 | 6.02 | 4.69 | 5.53 |
| Draw Down(%) | NA | 4.76 | 9.93 | 9.93 | 9.93 | NA | NA | … | … | 4.19 | 9.44 | 3.30 | 9.93 | 3.44 | 4.33 | 7.23 | 5.48 | 6.36 | 4.35 | 5.16 | 8.74 | 4.30 | 5.50 | 6.44 | 10.40 | 5.11 | 7.18 | 2.83 | 4.54 | 3.73 |
| Yield(%) | NA | 7.26 | 6.28 | 4.60 | 3.77 | NA | NA | … | … | 1.26 | 5.96 | 5.36 | 6.20 | 0.19 | 4.81 | 1.91 | 2.44 | 2.80 | 3.27 | 4.09 | 2.50 | 5.00 | 2.72 | 6.44 | 5.43 | 4.08 | 4.10 | 2.78 | 3.50 | 6.58 |
Data as of 01/29/2021, 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 |
|---|---|---|---|---|
| Fidelity National Financial Group 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
0.56%
Dec 2013 – Dec 2016 |
1.11%
Dec 2013 – Dec 2018 |
4.50%
Mar 2010 – Mar 2020 |
5.75%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity National Financial Group 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
12.92%
Apr 2003 – Apr 2006 |
12.08%
Oct 2002 – Oct 2007 |
9.40%
Apr 2003 – Apr 2013 |
7.90%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart