Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN TOWER RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 1.71% | 2.27% | 4.45% | 4.25% | 6.15% | 6.25% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERICAN TOWER RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| 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 (%) | -0.93 | 1.71 | 2.27 | 4.45 | 4.25 | 6.15 | 6.25 | … | … | 2.37 | 12.71 | -20.64 | 14.41 | 23.83 | 15.68 | -4.06 | 9.61 | 4.56 | -0.88 | 2.57 | 16.65 | 6.56 | 5.84 | 8.53 | 12.51 | -1.30 | 11.78 | 11.17 | 6.00 | 5.28 | 16.22 | 3.12 | 6.01 |
| Sharpe Ratio | NA | 0.61 | -0.03 | 0.42 | 0.40 | NA | NA | … | … | 0.19 | 0.70 | -1.52 | 0.99 | 1.31 | 1.33 | -0.63 | 1.64 | 0.87 | -0.18 | 0.47 | 2.45 | 1.06 | 0.83 | 0.78 | 1.43 | -0.52 | 0.92 | 1.01 | 0.66 | 0.66 | 2.74 | 0.54 | 0.99 |
| Standard Deviation(%) | NA | 12.31 | 13.62 | 14.24 | 10.96 | NA | NA | … | … | 11.03 | 12.13 | 14.50 | 14.55 | 18.06 | 10.69 | 8.56 | 5.48 | 5.00 | 5.03 | 5.50 | 6.77 | 6.11 | 7.00 | 10.82 | 8.65 | 4.29 | 9.54 | 7.79 | 5.84 | 6.62 | 5.67 | 3.71 | 3.75 |
| Draw Down(%) | NA | 9.96 | 26.83 | 26.83 | 26.83 | NA | NA | … | … | 2.34 | 9.96 | 23.61 | 7.52 | 17.41 | 6.47 | 11.91 | 4.45 | 4.41 | 4.04 | 5.17 | 4.35 | 6.28 | 4.61 | 9.70 | 5.15 | 6.95 | 7.25 | 9.36 | 4.47 | 6.45 | 3.17 | 4.02 | 2.54 |
| Yield(%) | NA | 3.66 | 5.12 | 5.90 | 4.70 | NA | NA | … | … | 0.00 | 3.85 | 0.84 | 10.98 | 8.39 | 6.06 | 4.50 | 0.11 | 8.23 | 2.29 | 2.67 | 3.50 | 3.34 | 2.55 | 2.23 | 2.47 | 2.67 | 5.69 | 5.76 | 3.88 | 2.67 | 3.38 | 3.18 | 5.07 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| AMERICAN TOWER RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.55%
Nov 2020 – Nov 2023 |
2.25%
Dec 2013 – Dec 2018 |
4.25%
Oct 2013 – Oct 2023 |
5.51%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICAN TOWER RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
17.90%
Dec 2018 – Dec 2021 |
11.56%
Oct 2016 – Oct 2021 |
8.78%
Jul 2003 – Jul 2013 |
8.64%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart