Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE SAVINGS AND RETIREMENT PLAN FOR AFFILIATED POST COMPANIES Tactical Asset Allocation Moderate | NA | 26.38% | 7.44% | 9.67% | 8.08% | 9.42% | 9.22% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE SAVINGS AND RETIREMENT PLAN FOR AFFILIATED POST COMPANIES 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 (%) | -1.16 | 26.38 | 7.44 | 9.67 | 8.08 | 9.42 | 9.22 | … | … | 0.27 | 13.54 | 16.77 | -7.40 | 15.25 | 7.49 | 21.09 | -2.71 | 11.94 | 10.94 | -3.61 | 5.89 | 19.96 | 9.23 | 4.06 | 17.27 | 25.23 | -2.60 | 7.85 | 10.81 | 3.77 | 12.13 | 9.96 | -3.59 | 4.58 |
| Sharpe Ratio | NA | 0.86 | 0.31 | 0.47 | 0.58 | NA | NA | … | … | 0.02 | 0.75 | 1.34 | -0.62 | 1.51 | 0.37 | 2.57 | -0.38 | 2.34 | 1.22 | -0.41 | 0.78 | 2.62 | 1.18 | 0.31 | 1.61 | 2.77 | -0.97 | 0.56 | 1.01 | 0.21 | 1.36 | 1.27 | -0.74 | 0.39 |
| Standard Deviation(%) | NA | 9.20 | 11.13 | 13.11 | 10.99 | NA | NA | … | … | 9.64 | 9.26 | 9.37 | 14.08 | 10.06 | 19.64 | 7.67 | 10.51 | 4.83 | 8.76 | 8.96 | 7.52 | 7.60 | 7.75 | 13.10 | 10.70 | 9.09 | 3.64 | 8.70 | 7.48 | 7.74 | 8.23 | 7.30 | 6.35 | 5.82 |
| Draw Down(%) | NA | 5.92 | 13.62 | 22.58 | 22.58 | NA | NA | … | … | 0.82 | 5.92 | 8.28 | 14.35 | 5.21 | 22.58 | 4.19 | 13.27 | 2.16 | 6.37 | 9.48 | 4.33 | 4.76 | 5.76 | 11.06 | 9.23 | 5.37 | 4.66 | 4.94 | 6.53 | 5.20 | 6.49 | 6.40 | 7.30 | 5.91 |
| Yield(%) | NA | 1.82 | 3.76 | 3.64 | 3.25 | NA | NA | … | … | NA | 1.02 | 1.83 | 4.84 | 4.73 | 4.96 | 2.93 | 1.87 | 5.36 | 3.08 | 1.69 | 1.45 | 2.16 | 2.01 | 1.58 | 3.41 | 3.62 | 3.99 | 6.75 | 5.36 | 3.34 | 2.30 | 3.06 | 4.42 | 7.39 |
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 |
|---|---|---|---|---|
| THE SAVINGS AND RETIREMENT PLAN FOR AFFILIATED POST COMPANIES Tactical Asset Allocation Moderate |
3.12%
Aug 2001 – Aug 2004 |
4.07%
Mar 2015 – Mar 2020 |
6.36%
Oct 2013 – Oct 2023 |
7.36%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE SAVINGS AND RETIREMENT PLAN FOR AFFILIATED POST COMPANIES Tactical Asset Allocation Moderate |
17.06%
Mar 2009 – Mar 2012 |
14.90%
Dec 2008 – Dec 2013 |
11.02%
Jul 2003 – Jul 2013 |
10.05%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart