Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| American Funds Exchange Plan Tactical Asset Allocation Moderate | NA | 0.26% | 0.94% | 0.79% | 1.57% | 3.64% | 5.25% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Funds Exchange Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.34 | 0.26 | 0.94 | 0.79 | 1.57 | 3.64 | 5.25 | … | … | 0.98 | 9.36 | -12.81 | 5.42 | 14.09 | 1.13 | -2.83 | 11.27 | 2.34 | -5.19 | 1.56 | 14.26 | 5.25 | -1.17 | 5.69 | 18.21 | -7.42 | 18.57 | 19.81 | 9.82 | 7.63 | 17.36 | 5.02 | 2.87 |
| Sharpe Ratio | NA | 0.71 | -0.17 | 0.20 | 0.20 | NA | NA | … | … | 0.10 | 0.72 | -1.64 | 0.56 | 1.58 | -0.06 | -0.59 | 2.43 | 0.55 | -1.07 | 0.25 | 2.33 | 1.29 | -0.19 | 0.74 | 2.35 | -1.66 | 1.33 | 2.03 | 1.38 | 0.86 | 3.67 | 1.33 | 0.17 |
| Standard Deviation(%) | NA | 7.29 | 8.39 | 8.00 | 6.79 | NA | NA | … | … | 6.87 | 7.08 | 8.64 | 9.62 | 8.79 | 4.69 | 6.99 | 4.38 | 3.86 | 4.87 | 6.05 | 6.10 | 4.03 | 6.38 | 7.63 | 7.72 | 5.02 | 11.69 | 8.16 | 5.54 | 7.78 | 4.54 | 2.94 | 3.29 |
| Draw Down(%) | NA | 5.87 | 18.88 | 18.88 | 18.88 | NA | NA | … | … | 1.40 | 5.87 | 13.46 | 7.11 | 9.05 | 4.54 | 8.79 | 3.27 | 4.49 | 6.31 | 4.61 | 4.72 | 3.71 | 6.22 | 7.56 | 3.92 | 11.70 | 9.67 | 11.53 | 4.86 | 9.11 | 2.36 | 3.28 | 3.54 |
| Yield(%) | NA | 4.49 | 3.87 | 3.45 | 2.82 | NA | NA | … | … | 0.00 | 4.67 | 2.47 | 4.45 | 3.10 | 2.58 | 2.33 | 0.21 | 2.42 | 1.72 | 4.29 | 3.71 | 1.48 | 0.83 | 3.09 | 3.00 | 1.62 | 8.60 | 7.21 | 3.37 | 2.82 | 2.56 | 2.10 | 5.17 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| American Funds Exchange Plan Tactical Asset Allocation Moderate |
-0.52%
Feb 2014 – Feb 2017 |
-0.22%
Feb 2018 – Feb 2023 |
1.57%
Oct 2013 – Oct 2023 |
2.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Funds Exchange Plan Tactical Asset Allocation Moderate |
19.11%
Oct 2004 – Oct 2007 |
15.78%
Oct 2002 – Oct 2007 |
9.87%
Apr 2001 – Apr 2011 |
7.80%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart