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 Strategic Asset Allocation – Equal Weight Moderate | NA | 10.41% | 2.03% | 5.38% | 3.90% | 5.72% | 5.34% | … | … |
Data as of 07/31/2024, 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 Strategic Asset Allocation – Equal Weight Moderate | 12/31/2000 | 10/24/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.10 | 10.41 | 2.03 | 5.38 | 3.90 | 5.72 | 5.34 | … | … | 12.49 | 11.55 | -13.47 | 4.98 | 14.99 | 12.28 | -7.23 | 7.71 | 1.46 | 1.97 | 2.39 | 17.80 | 10.47 | -3.16 | 11.79 | 24.39 | -23.89 | 7.11 | 11.42 | 7.18 | 12.22 | 21.18 | -2.32 | 1.65 |
| Sharpe Ratio | NA | 2.16 | -0.08 | 0.32 | 0.28 | NA | NA | … | … | 0.84 | 0.86 | -1.01 | 0.49 | 0.85 | 1.50 | -0.93 | 1.34 | 0.14 | 0.22 | 0.34 | 2.76 | 1.37 | -0.24 | 1.10 | 1.64 | -1.26 | 0.48 | 1.38 | 0.91 | 1.68 | 2.95 | -0.41 | -0.09 |
| Standard Deviation(%) | NA | 8.01 | 10.92 | 12.24 | 10.35 | NA | NA | … | … | 8.03 | 8.47 | 14.76 | 10.09 | 17.31 | 7.24 | 9.20 | 5.30 | 8.80 | 8.75 | 6.95 | 6.44 | 7.60 | 13.41 | 10.66 | 14.80 | 19.62 | 8.50 | 5.90 | 5.48 | 6.73 | 6.94 | 8.39 | 7.42 |
| Draw Down(%) | NA | 5.93 | 21.25 | 21.53 | 21.53 | NA | NA | … | … | 5.93 | 8.52 | 20.83 | 6.71 | 21.53 | 4.74 | 13.86 | 4.83 | 8.32 | 8.00 | 6.04 | 4.05 | 6.44 | 14.14 | 8.60 | 14.57 | 32.35 | 6.09 | 6.24 | 4.61 | 5.98 | 6.40 | 12.58 | 9.46 |
| Yield(%) | NA | 5.17 | 4.76 | 4.10 | 3.64 | NA | NA | … | … | 0.53 | 5.47 | 4.85 | 2.71 | 3.10 | 3.29 | 5.07 | 0.55 | 1.15 | 6.83 | 2.53 | 1.97 | 1.75 | 1.95 | 3.10 | 2.34 | 2.97 | 7.50 | 5.77 | 3.82 | 5.34 | 3.02 | 3.51 | 4.89 |
Data as of 07/31/2024, 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 Strategic Asset Allocation – Equal Weight |
-6.90%
Feb 2006 – Feb 2009 |
-0.86%
Feb 2004 – Feb 2009 |
2.62%
Oct 2013 – Oct 2023 |
2.79%
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 Strategic Asset Allocation – Equal Weight |
16.22%
Feb 2009 – Feb 2012 |
14.27%
Feb 2009 – Feb 2014 |
8.02%
Feb 2009 – Feb 2019 |
7.16%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart