Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AON SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 31.36% | 12.94% | 12.75% | 8.43% | 9.13% | 10.44% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AON 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 (%) | -0.71 | 31.36 | 12.94 | 12.75 | 8.43 | 9.13 | 10.44 | … | … | 0.82 | 20.59 | 23.13 | -4.11 | 12.95 | 11.25 | 15.02 | -4.93 | 9.48 | 9.96 | -5.65 | 7.86 | 14.64 | 11.71 | 2.09 | 15.13 | 18.11 | 2.35 | 19.19 | 17.53 | 11.30 | 16.56 | 32.01 | 0.08 | -4.10 |
| Sharpe Ratio | NA | 1.87 | 0.95 | 0.82 | 0.66 | NA | NA | … | … | 0.10 | 1.73 | 2.59 | -0.43 | 1.25 | 0.59 | 2.08 | -0.67 | 1.76 | 1.13 | -0.61 | 1.02 | 2.04 | 1.63 | 0.15 | 1.34 | 1.85 | 6.75 | 1.31 | 1.67 | 1.23 | 1.83 | 4.52 | -0.39 | -1.04 |
| Standard Deviation(%) | NA | 8.04 | 9.65 | 12.13 | 10.25 | NA | NA | … | … | 7.96 | 8.10 | 7.29 | 12.67 | 10.32 | 18.67 | 6.56 | 9.33 | 5.03 | 8.64 | 9.37 | 7.72 | 7.16 | 7.14 | 13.89 | 11.21 | 9.72 | 0.21 | 12.37 | 8.52 | 7.42 | 8.54 | 6.92 | 2.60 | 6.14 |
| Draw Down(%) | NA | 4.59 | 12.19 | 22.95 | 22.95 | NA | NA | … | … | 0.59 | 4.59 | 4.64 | 12.97 | 5.89 | 22.95 | 3.05 | 12.54 | 2.87 | 5.61 | 9.83 | 5.47 | 6.62 | 5.24 | 12.87 | 8.68 | 4.81 | 0.20 | 9.66 | 10.66 | 6.18 | 9.81 | 2.96 | 2.67 | 11.31 |
| Yield(%) | NA | 15.41 | 12.32 | 8.86 | 6.02 | NA | NA | … | … | NA | 9.51 | 14.46 | 8.07 | 4.23 | 3.36 | 4.78 | 1.64 | 2.58 | 5.98 | 2.08 | 3.42 | 3.15 | 4.38 | 3.06 | 3.72 | 3.27 | 2.55 | 3.27 | 4.19 | 3.56 | 4.02 | 4.48 | 3.62 | 3.03 |
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 |
|---|---|---|---|---|
| AON SAVINGS PLAN Tactical Asset Allocation Moderate |
0.95%
Mar 2017 – Mar 2020 |
1.54%
Mar 2015 – Mar 2020 |
5.44%
Mar 2010 – Mar 2020 |
6.92%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AON SAVINGS PLAN Tactical Asset Allocation Moderate |
22.95%
Apr 2003 – Apr 2006 |
19.55%
Oct 2002 – Oct 2007 |
14.88%
Apr 2003 – Apr 2013 |
12.03%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart