Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Apartment Investment and Management Company 401(k) Retirement Plan Strategic Asset Allocation – Equal Weight Moderate | NA | 4.57% | 6.80% | 6.94% | 6.80% | NA | NA | … | … |
Data as of 10/30/2015, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Apartment Investment and Management Company 401(k) Retirement Plan Strategic Asset Allocation – Equal Weight Moderate | 12/31/2000 | 12/31/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.57 | 6.80 | 6.94 | 6.80 | NA | NA | … | … | 1.64 | 8.08 | 8.27 | 12.81 | 1.86 | 13.18 | 25.65 | -19.45 | 5.25 | 11.56 | 7.79 | 14.90 | 21.80 | 1.49 | 5.94 |
| Sharpe Ratio | NA | 0.19 | 0.83 | 0.80 | 0.46 | NA | NA | … | … | 0.19 | 1.35 | 1.20 | 2.14 | 0.16 | 1.26 | 1.29 | -0.91 | 0.25 | 1.19 | 0.95 | 1.97 | 3.72 | 0.06 | 0.66 |
| Standard Deviation(%) | NA | 8.33 | 7.12 | 8.07 | 12.08 | NA | NA | … | … | 8.33 | 5.98 | 6.87 | 5.95 | 11.75 | 10.35 | 19.85 | 22.38 | 8.93 | 6.96 | 5.93 | 7.07 | 5.68 | 6.09 | 5.49 |
| Draw Down(%) | NA | 7.27 | 7.50 | 11.22 | 35.64 | NA | NA | … | … | 7.27 | 4.31 | 7.50 | 4.41 | 11.22 | 6.96 | 18.97 | 34.64 | 5.88 | 6.68 | 4.13 | 7.96 | 3.59 | 8.87 | 5.98 |
| Yield(%) | NA | 4.57 | 3.47 | 3.56 | 4.54 | NA | NA | … | … | 4.55 | 3.01 | 2.83 | 3.70 | 3.49 | 4.21 | 3.99 | 5.18 | 6.49 | 7.57 | 4.88 | 4.94 | 3.93 | 4.24 | 6.26 |
Data as of 10/30/2015, 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 |
|---|---|---|---|---|
| Apartment Investment and Management Company 401(k) Retirement Plan Strategic Asset Allocation – Equa |
-7.36%
Feb 2006 – Feb 2009 |
-0.53%
Feb 2004 – Feb 2009 |
6.13%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Apartment Investment and Management Company 401(k) Retirement Plan Strategic Asset Allocation – Equa |
20.83%
Feb 2009 – Feb 2012 |
15.76%
Feb 2009 – Feb 2014 |
9.35%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart