Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHECKFREE SERVICES CORPORATION 401(k) PLAN Tactical Asset Allocation Moderate | NA | 3.83% | 5.25% | 7.08% | 6.42% | 8.83% | 7.53% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHECKFREE SERVICES CORPORATION 401(k) 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 (%) | -0.60 | 3.83 | 5.25 | 7.08 | 6.42 | 8.83 | 7.53 | … | … | 1.96 | 11.19 | -5.98 | 8.87 | 15.05 | 22.51 | -7.54 | 10.94 | 13.84 | 1.31 | 4.76 | 17.40 | 13.92 | -0.91 | 10.81 | 22.94 | -7.05 | 8.92 | 13.44 | -4.75 | 13.67 | 17.82 | 6.67 | 6.52 |
| Sharpe Ratio | NA | 0.44 | 0.31 | 0.60 | 0.60 | NA | NA | … | … | 0.22 | 0.78 | -0.60 | 0.83 | 0.74 | 2.77 | -0.91 | 2.18 | 1.45 | 0.14 | 0.60 | 2.16 | 1.61 | -0.06 | 0.89 | 2.50 | -1.07 | 0.67 | 1.59 | -0.69 | 1.57 | 2.07 | 1.20 | 0.63 |
| Standard Deviation(%) | NA | 8.76 | 10.52 | 12.62 | 10.71 | NA | NA | … | … | 7.75 | 8.85 | 12.25 | 10.70 | 20.04 | 7.61 | 9.74 | 4.72 | 9.38 | 9.11 | 7.90 | 8.04 | 8.63 | 15.80 | 12.08 | 9.12 | 7.47 | 8.88 | 6.38 | 10.00 | 8.11 | 8.28 | 4.62 | 6.66 |
| Draw Down(%) | NA | 8.74 | 14.45 | 24.22 | 24.22 | NA | NA | … | … | 1.70 | 8.74 | 14.45 | 6.36 | 24.22 | 3.45 | 15.28 | 2.46 | 7.99 | 9.33 | 5.18 | 5.19 | 6.83 | 16.28 | 9.34 | 4.56 | 15.25 | 5.76 | 6.04 | 7.06 | 7.41 | 6.54 | 3.57 | 4.83 |
| Yield(%) | NA | 4.34 | 6.79 | 5.56 | 5.38 | NA | NA | … | … | 0.00 | 4.64 | 5.55 | 10.36 | 3.66 | 4.02 | 5.15 | 4.44 | 5.38 | 4.69 | 6.34 | 7.71 | 7.89 | 2.25 | 3.23 | 3.67 | 6.39 | 2.86 | 6.48 | 3.97 | 6.81 | 2.90 | 5.36 | 5.88 |
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 |
|---|---|---|---|---|
| CHECKFREE SERVICES CORPORATION 401(k) PLAN Tactical Asset Allocation Moderate |
0.76%
Nov 2005 – Nov 2008 |
3.32%
Feb 2004 – Feb 2009 |
6.42%
Oct 2013 – Oct 2023 |
6.91%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHECKFREE SERVICES CORPORATION 401(k) PLAN Tactical Asset Allocation Moderate |
15.34%
Dec 2018 – Dec 2021 |
13.81%
Oct 2008 – Oct 2013 |
10.04%
Sep 2011 – Sep 2021 |
9.21%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart