Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSAL ORLANDO 401K RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 19.37% | -0.47% | 4.58% | 4.11% | 5.03% | 6.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIVERSAL ORLANDO 401K RETIREMENT 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 (%) | -1.43 | 19.37 | -0.47 | 4.58 | 4.11 | 5.03 | 6.43 | … | … | 0.42 | 5.56 | 8.06 | -14.57 | 4.57 | 15.70 | 8.91 | 1.43 | 4.71 | 5.28 | -1.30 | 0.59 | 14.75 | 2.21 | 6.69 | 7.43 | 16.01 | 3.16 | 14.20 | 14.47 | 4.34 | 11.40 | 17.44 | 4.17 | 8.24 |
| Sharpe Ratio | NA | 0.04 | -0.48 | 0.10 | 0.26 | NA | NA | … | … | 0.06 | -0.11 | 0.53 | -1.63 | 0.51 | 1.83 | 1.76 | 0.02 | 0.58 | 1.24 | -0.28 | 0.10 | 2.14 | 0.41 | 1.00 | 0.84 | 2.16 | 0.40 | 1.35 | 1.85 | 0.42 | 1.50 | 3.09 | 0.59 | 1.16 |
| Standard Deviation(%) | NA | 9.55 | 8.91 | 8.82 | 7.46 | NA | NA | … | … | 6.19 | 9.58 | 7.12 | 9.77 | 8.83 | 8.46 | 4.27 | 7.91 | 6.99 | 4.07 | 4.77 | 5.80 | 6.87 | 5.24 | 6.64 | 8.75 | 7.38 | 5.64 | 8.31 | 6.06 | 5.13 | 6.95 | 5.42 | 5.21 | 5.12 |
| Draw Down(%) | NA | 8.40 | 15.76 | 20.29 | 20.29 | NA | NA | … | … | 0.51 | 8.40 | 6.84 | 16.57 | 7.68 | 8.24 | 3.00 | 6.50 | 6.42 | 3.05 | 4.68 | 4.50 | 5.69 | 6.06 | 4.25 | 7.68 | 3.94 | 4.57 | 6.14 | 6.51 | 4.10 | 6.96 | 2.34 | 5.00 | 4.06 |
| Yield(%) | NA | 2.71 | 3.45 | 4.02 | 3.33 | NA | NA | … | … | NA | 0.63 | 2.51 | 3.92 | 2.97 | 6.29 | 4.12 | 2.47 | 0.08 | 6.46 | 1.95 | 1.99 | 1.54 | 2.64 | 2.51 | 2.37 | 4.72 | 4.69 | 5.24 | 3.46 | 3.75 | 2.93 | 3.68 | 5.35 | 7.12 |
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 |
|---|---|---|---|---|
| UNIVERSAL ORLANDO 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
-2.45%
Apr 2021 – Apr 2024 |
1.80%
Sep 2018 – Sep 2023 |
2.57%
Oct 2013 – Oct 2023 |
4.12%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIVERSAL ORLANDO 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
13.98%
Oct 2004 – Oct 2007 |
13.18%
Oct 2002 – Oct 2007 |
10.49%
Apr 2001 – Apr 2011 |
8.51%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart