Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HARMAN INTERNATIONAL INDUSTRIES, INC RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 14.69% | 3.12% | 6.65% | 9.03% | 9.00% | NA | … | … |
Data as of 02/28/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HARMAN INTERNATIONAL INDUSTRIES, INC RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 14.69 | 3.12 | 6.65 | 9.03 | 9.00 | NA | … | … | 3.89 | 6.13 | -0.95 | 4.91 | 16.00 | 12.32 | 0.84 | 15.85 | 21.48 | 2.98 | 10.91 | 13.77 | 6.62 | 13.91 | 14.81 | -1.57 | 2.38 |
| Sharpe Ratio | NA | 1.35 | 0.54 | 0.88 | 0.85 | NA | NA | … | … | 0.66 | 0.64 | -0.10 | 0.56 | 2.17 | 1.45 | 0.05 | 1.48 | 2.28 | 0.34 | 0.83 | 1.35 | 0.66 | 1.57 | 1.86 | -0.44 | 0.01 |
| Standard Deviation(%) | NA | 7.44 | 8.66 | 8.39 | 9.73 | NA | NA | … | … | 5.59 | 9.20 | 9.49 | 8.72 | 7.37 | 8.44 | 15.97 | 10.66 | 9.36 | 5.96 | 9.50 | 7.77 | 6.72 | 8.27 | 7.58 | 6.14 | 6.47 |
| Draw Down(%) | NA | 4.87 | 12.41 | 12.41 | 16.08 | NA | NA | … | … | 2.07 | 8.13 | 10.14 | 6.22 | 5.02 | 6.07 | 16.08 | 8.58 | 4.21 | 5.01 | 5.64 | 9.60 | 4.70 | 6.47 | 5.50 | 6.36 | 6.76 |
| Yield(%) | NA | 5.79 | 4.68 | 4.14 | 4.90 | NA | NA | … | … | 0.45 | 5.74 | 4.69 | 3.54 | 1.94 | 5.09 | 1.92 | 3.56 | 5.53 | 9.12 | 9.02 | 8.41 | 4.71 | 4.60 | 3.90 | 6.13 | 7.45 |
Data as of 02/28/2017, 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 |
|---|---|---|---|---|
| HARMAN INTERNATIONAL INDUSTRIES, INC RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
3.12%
Feb 2014 – Feb 2017 |
4.41%
Feb 2011 – Feb 2016 |
8.64%
Feb 2006 – Feb 2016 |
8.41%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARMAN INTERNATIONAL INDUSTRIES, INC RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
15.57%
Apr 2008 – Apr 2011 |
13.91%
Feb 2009 – Feb 2014 |
12.07%
Mar 2003 – Mar 2013 |
9.16%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison Chart
