Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEXTRON SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | 2.86% | 17.63% | 15.63% | 8.17% | 9.83% | 8.49% | 7.70% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEXTRON SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.08 | 17.63 | 15.63 | 8.17 | 9.83 | 8.49 | 7.70 | … | … | 2.86 | 17.24 | 14.44 | 15.21 | -14.87 | 10.34 | 18.58 | 21.26 | -5.38 | 16.48 | 3.61 | 1.56 | 5.62 | 16.61 | 14.49 | -0.28 | 12.64 | 23.28 | -23.84 | 9.11 | 12.28 | 6.39 | 10.29 | 21.61 | -7.13 | -2.58 |
| Sharpe Ratio | NA | 1.84 | 1.18 | 0.50 | 0.74 | NA | NA | … | … | 0.21 | 1.31 | 1.26 | 1.39 | -1.16 | 1.32 | 1.01 | 2.89 | -0.72 | 4.03 | 0.41 | 0.19 | 0.96 | 2.49 | 1.90 | -0.02 | 1.18 | 1.44 | -1.08 | 0.65 | 1.31 | 0.72 | 1.38 | 2.54 | -0.70 | -0.49 |
| Standard Deviation(%) | NA | 8.83 | 9.70 | 10.37 | 10.41 | NA | NA | … | … | 11.41 | 10.96 | 8.62 | 8.28 | 14.10 | 7.82 | 18.12 | 6.83 | 9.41 | 3.93 | 8.33 | 8.00 | 5.86 | 6.66 | 7.58 | 13.51 | 10.61 | 16.11 | 22.96 | 9.11 | 6.75 | 5.73 | 6.75 | 8.23 | 11.76 | 10.26 |
| Draw Down(%) | NA | 7.55 | 10.27 | 21.45 | 21.45 | NA | NA | … | … | 7.55 | 10.27 | 4.75 | 7.68 | 21.45 | 4.39 | 20.44 | 3.03 | 12.74 | 1.34 | 7.20 | 7.00 | 4.75 | 5.81 | 5.67 | 13.39 | 8.67 | 17.31 | 33.95 | 5.51 | 6.35 | 3.74 | 5.30 | 6.90 | 16.30 | 15.10 |
| Yield(%) | NA | 5.59 | 4.59 | 4.91 | 4.62 | NA | NA | … | … | 0.17 | 5.83 | 4.39 | 3.97 | 3.81 | 7.14 | 5.36 | 3.74 | 5.68 | 3.97 | 2.53 | 5.00 | 4.44 | 3.86 | 3.99 | 3.38 | 4.06 | 4.23 | 4.37 | 4.67 | 4.46 | 3.23 | 3.20 | 3.28 | 3.69 | 3.77 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| TEXTRON SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-6.80%
Feb 2006 – Feb 2009 |
-1.14%
Feb 2004 – Feb 2009 |
5.47%
Nov 2006 – Nov 2016 |
5.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEXTRON SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
18.76%
Feb 2009 – Feb 2012 |
16.06%
Feb 2009 – Feb 2014 |
10.55%
Feb 2009 – Feb 2019 |
9.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart