Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AT&T Long Term Savings and Security Plan Tactical Asset Allocation Moderate | NA | 6.02% | 13.69% | 14.37% | 9.47% | 9.77% | 10.08% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AT&T Long Term Savings and Security Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/03/2025 |
| 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 (%) | -1.32 | 6.02 | 13.69 | 14.37 | 9.47 | 9.77 | 10.08 | … | … | 4.50 | 19.94 | 26.95 | -7.39 | 9.79 | 14.61 | 22.98 | -2.94 | 10.59 | 8.31 | 2.72 | 7.62 | 17.15 | 13.47 | 3.38 | 10.89 | 16.79 | 2.40 | 11.00 | 11.31 | 8.42 | 11.36 | 10.51 | -5.06 | -4.61 |
| Sharpe Ratio | NA | 0.43 | 1.13 | 0.96 | 0.77 | NA | NA | … | … | 0.21 | 1.25 | 2.83 | -0.71 | 0.91 | 0.78 | 2.56 | -0.44 | 2.18 | 0.93 | 0.30 | 0.97 | 2.39 | 1.66 | 0.23 | 0.97 | 1.80 | 8.81 | 0.80 | 0.98 | 1.00 | 1.38 | 1.24 | -1.07 | -1.30 |
| Standard Deviation(%) | NA | 14.87 | 11.84 | 11.66 | 11.26 | NA | NA | … | … | 15.02 | 13.00 | 8.24 | 12.49 | 10.76 | 18.50 | 8.41 | 9.87 | 4.56 | 8.73 | 8.83 | 7.80 | 7.17 | 8.07 | 14.45 | 11.08 | 9.27 | 0.16 | 9.85 | 8.08 | 6.15 | 7.49 | 7.87 | 5.80 | 5.42 |
| Draw Down(%) | NA | 15.85 | 15.85 | 15.85 | 21.33 | NA | NA | … | … | 11.15 | 9.23 | 4.28 | 14.74 | 5.22 | 21.33 | 3.59 | 13.68 | 2.31 | 7.61 | 7.46 | 4.46 | 4.46 | 5.87 | 12.90 | 9.21 | 4.78 | 0.15 | 7.05 | 8.88 | 3.85 | 6.00 | 5.20 | 8.84 | 9.28 |
| Yield(%) | NA | 15.41 | 11.50 | 9.09 | 6.92 | NA | NA | … | … | NA | 10.23 | 13.00 | 7.70 | 1.98 | 5.15 | 10.50 | 4.04 | 4.03 | 1.86 | 5.23 | 6.19 | 3.59 | 3.93 | 3.65 | 3.53 | 3.30 | 2.55 | 4.98 | 3.05 | 3.45 | 3.55 | 3.13 | 4.41 | 2.97 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| AT&T Long Term Savings and Security Plan Tactical Asset Allocation Moderate |
2.19%
Feb 2001 – Feb 2004 |
4.79%
Mar 2015 – Mar 2020 |
7.26%
Sep 2001 – Sep 2011 |
7.52%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AT&T Long Term Savings and Security Plan Tactical Asset Allocation Moderate |
16.47%
May 2022 – May 2025 |
14.39%
Nov 2019 – Nov 2024 |
10.99%
Sep 2003 – Sep 2013 |
11.23%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart