Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| M&I Retirement Program Tactical Asset Allocation Moderate | NA | 20.17% | 18.37% | 15.03% | 9.82% | 8.61% | 8.35% | … | … |
Data as of 10/29/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| M&I Retirement Program Tactical Asset Allocation Moderate | 12/31/2000 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 20.17 | 18.37 | 15.03 | 9.82 | 8.61 | 8.35 | … | … | -3.99 | 1.91 | 15.56 | 23.25 | 16.89 | 3.76 | 8.25 | -2.74 | -0.57 | 21.36 | 4.38 | -0.03 | 5.77 | 19.45 | -4.30 | 9.09 | 11.79 | 3.42 | 6.70 | 17.86 | 3.54 | 7.15 |
| Sharpe Ratio | NA | -0.39 | 1.02 | 0.08 | 0.09 | NA | NA | … | … | -0.32 | 0.15 | 1.48 | 2.25 | 1.47 | 0.01 | 1.62 | -0.39 | -0.07 | 2.95 | 0.73 | -0.01 | 0.56 | 2.35 | -1.13 | 0.61 | 0.98 | 0.22 | 0.70 | 2.78 | 0.55 | 1.08 |
| Standard Deviation(%) | NA | 12.27 | 10.93 | 122.16 | 86.54 | NA | NA | … | … | 12.38 | 12.33 | 10.36 | 9.69 | 10.58 | 273.38 | 4.97 | 7.16 | 7.92 | 7.24 | 5.93 | 9.27 | 10.21 | 8.25 | 4.63 | 10.05 | 8.67 | 5.71 | 8.28 | 6.17 | 4.45 | 4.49 |
| Draw Down(%) | NA | 12.81 | 12.81 | 85.44 | 85.44 | NA | NA | … | … | 3.99 | 11.58 | 6.69 | 0.00 | 5.84 | 85.44 | 3.02 | 7.99 | 6.50 | 4.35 | 5.71 | 10.08 | 9.81 | 4.48 | 9.17 | 6.79 | 10.11 | 4.72 | 9.51 | 3.29 | 4.91 | 4.00 |
| Yield(%) | NA | 4.25 | 13.70 | 13.84 | 9.62 | NA | NA | … | … | 0.00 | 4.42 | 13.64 | 23.25 | 18.13 | 10.00 | 5.40 | 5.77 | 6.26 | 5.47 | 4.11 | 2.22 | 4.15 | 5.43 | 3.19 | 6.36 | 6.97 | 1.84 | 3.29 | 3.68 | 5.75 | 7.48 |
Data as of 10/29/2021, 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 |
|---|---|---|---|---|
| M&I Retirement Program Tactical Asset Allocation Moderate |
-1.31%
Mar 2014 – Mar 2017 |
2.52%
Apr 2011 – Apr 2016 |
4.38%
Oct 2007 – Oct 2017 |
6.02%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| M&I Retirement Program Tactical Asset Allocation Moderate |
22.20%
Apr 2018 – Apr 2021 |
15.52%
May 2016 – May 2021 |
9.82%
Oct 2011 – Oct 2021 |
8.81%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart