Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACS SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 16.22% | 6.21% | 12.05% | 7.85% | 9.21% | 11.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACS SAVINGS 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 (%) | -0.86 | 16.22 | 6.21 | 12.05 | 7.85 | 9.21 | 11.01 | … | … | -0.26 | 7.66 | 9.94 | -4.11 | 19.37 | 25.35 | 16.75 | -11.22 | 12.69 | 2.20 | 1.08 | 2.16 | 17.85 | 12.05 | 11.38 | 11.99 | 21.62 | 12.38 | 18.40 | 15.15 | 12.95 | 18.24 | 19.51 | 5.37 | 3.61 |
| Sharpe Ratio | NA | 0.10 | 0.07 | 0.67 | 0.54 | NA | NA | … | … | -0.03 | 0.10 | 0.73 | -0.45 | 2.13 | 1.26 | 3.09 | -1.38 | 2.29 | 0.22 | 0.12 | 0.27 | 2.43 | 1.56 | 0.87 | 1.00 | 1.92 | 1.64 | 1.42 | 1.32 | 1.53 | 2.03 | 3.53 | 1.08 | 0.29 |
| Standard Deviation(%) | NA | 10.22 | 10.25 | 12.62 | 10.45 | NA | NA | … | … | 9.94 | 10.28 | 7.76 | 12.22 | 9.08 | 19.92 | 4.96 | 9.08 | 5.26 | 8.94 | 8.92 | 7.94 | 7.35 | 7.68 | 13.09 | 11.95 | 11.24 | 7.00 | 10.88 | 9.03 | 7.07 | 8.53 | 5.32 | 3.96 | 4.44 |
| Draw Down(%) | NA | 6.40 | 15.17 | 21.79 | 21.79 | NA | NA | … | … | 1.02 | 6.37 | 5.39 | 15.17 | 4.27 | 21.79 | 1.99 | 18.13 | 3.35 | 8.73 | 9.02 | 7.46 | 7.25 | 5.70 | 10.39 | 9.13 | 5.73 | 3.60 | 10.25 | 10.69 | 5.60 | 11.55 | 4.14 | 2.55 | 3.61 |
| Yield(%) | NA | 4.08 | 3.59 | 3.60 | 3.00 | NA | NA | … | … | NA | 3.43 | 1.56 | 3.42 | 2.82 | 3.23 | 5.74 | 1.84 | 1.88 | 1.74 | 3.32 | 2.69 | 4.75 | 3.53 | 3.21 | 4.68 | 5.50 | 4.66 | 7.24 | 6.31 | 7.40 | 2.66 | 5.12 | 6.15 | 5.58 |
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 |
|---|---|---|---|---|
| ACS SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.06%
Mar 2017 – Mar 2020 |
0.80%
Mar 2015 – Mar 2020 |
5.45%
Mar 2010 – Mar 2020 |
8.60%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACS SAVINGS PLAN Tactical Asset Allocation Moderate |
20.44%
Dec 2018 – Dec 2021 |
18.78%
Mar 2003 – Mar 2008 |
16.28%
Apr 2003 – Apr 2013 |
12.92%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart