Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Aflac Incorporated 401(k) Savings and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 30.79% | 5.66% | 10.93% | 7.64% | 8.96% | 9.62% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aflac Incorporated 401(k) Savings and Profit Sharing 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 (%) | -1.14 | 30.79 | 5.66 | 10.93 | 7.64 | 8.96 | 9.62 | … | … | 0.77 | 14.71 | 18.36 | -13.63 | 9.01 | 22.31 | 20.81 | -12.03 | 15.14 | 12.01 | -4.45 | 4.42 | 23.31 | 18.39 | -2.56 | 13.02 | 22.42 | 1.03 | 9.51 | 14.18 | 9.34 | 13.64 | 14.70 | -2.88 | 1.20 |
| Sharpe Ratio | NA | 0.65 | 0.12 | 0.42 | 0.43 | NA | NA | … | … | 0.09 | 0.57 | 1.27 | -0.90 | 0.63 | 1.02 | 1.63 | -0.90 | 2.17 | 0.98 | -0.38 | 0.42 | 2.39 | 1.56 | -0.13 | 1.31 | 2.47 | 0.02 | 0.71 | 1.44 | 1.12 | 1.59 | 1.99 | -0.65 | -0.20 |
| Standard Deviation(%) | NA | 14.17 | 14.18 | 15.95 | 13.98 | NA | NA | … | … | 7.62 | 14.23 | 11.14 | 16.71 | 14.16 | 21.58 | 11.94 | 14.83 | 6.68 | 11.99 | 11.64 | 10.42 | 9.73 | 11.75 | 20.65 | 9.89 | 9.04 | 4.41 | 9.24 | 7.60 | 6.39 | 7.99 | 7.05 | 6.18 | 5.51 |
| Draw Down(%) | NA | 8.93 | 19.44 | 23.47 | 23.47 | NA | NA | … | … | 0.48 | 8.93 | 10.15 | 19.55 | 6.35 | 23.47 | 7.65 | 22.76 | 3.09 | 10.18 | 12.05 | 8.16 | 4.50 | 8.36 | 19.18 | 7.97 | 4.38 | 4.03 | 6.83 | 9.27 | 4.66 | 7.24 | 5.82 | 6.96 | 6.37 |
| Yield(%) | NA | 10.06 | 7.49 | 7.50 | 6.99 | NA | NA | … | … | NA | 3.98 | 7.22 | 5.53 | 9.05 | 5.97 | 7.39 | 7.39 | 8.60 | 4.34 | 5.61 | 9.24 | 5.66 | 1.29 | 3.60 | 3.95 | 4.74 | 3.04 | 6.37 | 6.86 | 6.85 | 4.99 | 3.10 | 5.33 | 5.24 |
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 |
|---|---|---|---|---|
| Aflac Incorporated 401(k) Savings and Profit Sharing Plan Tactical Asset Allocation Moderate |
-0.48%
Mar 2017 – Mar 2020 |
1.42%
Mar 2015 – Mar 2020 |
5.50%
Oct 2013 – Oct 2023 |
7.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aflac Incorporated 401(k) Savings and Profit Sharing Plan Tactical Asset Allocation Moderate |
19.03%
Sep 2011 – Sep 2014 |
15.12%
Nov 2008 – Nov 2013 |
12.48%
Jul 2003 – Jul 2013 |
11.21%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart