Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ultratech Inc Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 20.37% | 1.89% | 5.60% | 4.94% | 5.69% | 6.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ultratech Inc Retirement 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 (%) | -1.17 | 20.37 | 1.89 | 5.60 | 4.94 | 5.69 | 6.01 | … | … | 0.56 | 9.16 | 12.00 | -12.99 | 4.96 | 14.81 | 11.46 | -2.94 | 11.52 | 4.68 | -1.94 | 3.10 | 12.54 | 5.33 | 3.78 | 8.78 | 12.16 | -2.03 | 9.78 | 10.97 | 4.32 | 7.60 | 17.01 | 0.81 | 6.27 |
| Sharpe Ratio | NA | 0.40 | -0.16 | 0.30 | 0.43 | NA | NA | … | … | 0.06 | 0.28 | 1.01 | -1.57 | 0.57 | 1.68 | 2.13 | -0.57 | 2.45 | 0.94 | -0.39 | 0.53 | 1.82 | 0.91 | 0.52 | 0.81 | 1.49 | -0.66 | 0.65 | 1.03 | 0.36 | 0.94 | 3.04 | -0.07 | 1.04 |
| Standard Deviation(%) | NA | 9.13 | 8.71 | 8.69 | 7.25 | NA | NA | … | … | 8.80 | 9.11 | 7.71 | 9.17 | 8.63 | 8.69 | 4.73 | 7.51 | 4.45 | 4.74 | 5.09 | 5.82 | 6.86 | 5.79 | 7.25 | 10.70 | 8.12 | 4.47 | 10.43 | 7.51 | 5.95 | 7.11 | 5.37 | 4.54 | 3.82 |
| Draw Down(%) | NA | 5.91 | 13.33 | 15.50 | 15.50 | NA | NA | … | … | 0.67 | 5.91 | 6.80 | 13.58 | 4.87 | 8.68 | 3.36 | 8.81 | 1.72 | 3.54 | 5.82 | 5.49 | 5.21 | 5.48 | 4.71 | 9.06 | 4.55 | 7.63 | 7.55 | 8.62 | 4.80 | 6.64 | 3.04 | 5.26 | 2.30 |
| Yield(%) | NA | 4.48 | 3.22 | 3.22 | 2.89 | NA | NA | … | … | NA | 0.79 | 4.57 | 2.65 | 1.78 | 2.69 | 5.80 | 2.77 | 0.21 | 2.72 | 1.89 | 3.71 | 1.28 | 2.81 | 2.20 | 2.42 | 3.48 | 2.94 | 3.06 | 3.08 | 2.86 | 2.71 | 3.73 | 3.74 | 5.39 |
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 |
|---|---|---|---|---|
| Ultratech Inc Retirement Savings Plan Tactical Asset Allocation Moderate |
0.01%
Apr 2021 – Apr 2024 |
2.55%
Dec 2017 – Dec 2022 |
3.39%
Oct 2013 – Oct 2023 |
4.56%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ultratech Inc Retirement Savings Plan Tactical Asset Allocation Moderate |
11.31%
Apr 2003 – Apr 2006 |
10.80%
Oct 2002 – Oct 2007 |
8.14%
Apr 2003 – Apr 2013 |
7.28%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart