Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| General Electric 401K Tactical Asset Allocation Moderate | NA | 2.77% | 3.19% | 10.11% | 5.89% | 7.72% | 7.99% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| General Electric 401K Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -0.06 | 2.77 | 3.19 | 10.11 | 5.89 | 7.72 | 7.99 | … | … | 2.57 | 10.59 | 13.07 | -14.91 | 15.81 | 14.02 | 17.33 | -5.84 | 8.61 | 13.84 | -4.48 | 6.10 | 18.11 | 9.97 | 5.98 | 19.02 | 14.59 | 6.61 | 7.83 | 4.16 | 5.50 | 12.36 | 22.12 | 1.61 | 3.09 |
| Sharpe Ratio | NA | 0.26 | 0.29 | 0.64 | 0.46 | NA | NA | … | … | 0.12 | 0.81 | 1.22 | -1.33 | 1.38 | 0.68 | 2.06 | -0.74 | 1.49 | 1.42 | -0.51 | 0.81 | 2.31 | 1.23 | 0.40 | 1.50 | 1.41 | 1.97 | 0.52 | 0.09 | 0.39 | 1.14 | 2.43 | 0.04 | 0.06 |
| Standard Deviation(%) | NA | 9.57 | 9.46 | 10.67 | 10.94 | NA | NA | … | … | 10.29 | 8.57 | 7.72 | 12.32 | 11.44 | 20.16 | 7.69 | 9.71 | 5.33 | 9.56 | 8.92 | 7.50 | 7.81 | 8.09 | 15.03 | 12.58 | 10.27 | 2.86 | 9.07 | 8.74 | 8.35 | 9.96 | 8.82 | 10.67 | 10.24 |
| Draw Down(%) | NA | 10.56 | 10.56 | 16.62 | 23.27 | NA | NA | … | … | 8.95 | 5.71 | 7.43 | 16.56 | 5.71 | 23.27 | 3.82 | 14.27 | 2.54 | 5.58 | 10.80 | 5.21 | 3.23 | 5.51 | 12.78 | 8.20 | 5.14 | 2.23 | 6.04 | 7.86 | 5.22 | 8.09 | 3.68 | 9.83 | 7.06 |
| Yield(%) | NA | 2.64 | 2.85 | 2.35 | 2.25 | NA | NA | … | … | NA | NA | NA | NA | 0.55 | 2.68 | 4.17 | 1.86 | 1.86 | 1.15 | 1.55 | 2.13 | 3.90 | 1.65 | 2.71 | 1.33 | 2.90 | 3.57 | 2.45 | 2.33 | 2.89 | 2.17 | 1.77 | 1.48 | 1.85 |
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 |
|---|---|---|---|---|
| General Electric 401K Tactical Asset Allocation Moderate |
0.52%
Mar 2017 – Mar 2020 |
1.83%
Mar 2015 – Mar 2020 |
5.20%
Oct 2013 – Oct 2023 |
7.29%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| General Electric 401K Tactical Asset Allocation Moderate |
15.71%
Dec 2018 – Dec 2021 |
14.58%
Jun 2009 – Jun 2014 |
11.21%
Apr 2003 – Apr 2013 |
9.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart