Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ProLogis 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 7.22% | 4.00% | 3.35% | 6.06% | 6.92% | NA | … | … |
Data as of 02/28/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ProLogis 401(k) Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.76 | 7.22 | 4.00 | 3.35 | 6.06 | 6.92 | NA | … | … | 0.31 | 16.46 | -3.19 | 4.89 | 6.84 | -2.01 | 5.80 | 16.21 | 7.47 | 1.19 | 12.19 | 21.50 | -5.78 | 7.06 | 20.48 | 2.39 | 12.49 | 20.49 | 5.41 | 7.17 |
| Sharpe Ratio | NA | 0.79 | 0.42 | 0.49 | 0.76 | NA | NA | … | … | 0.01 | 2.90 | -0.62 | 0.74 | 1.24 | -0.31 | 0.99 | 2.42 | 1.35 | 0.12 | 0.85 | 2.35 | -1.21 | 0.40 | 2.13 | 0.03 | 1.49 | 3.47 | 0.86 | 1.28 |
| Standard Deviation(%) | NA | 8.48 | 7.16 | 6.61 | 7.35 | NA | NA | … | … | 11.54 | 5.19 | 7.24 | 5.72 | 5.35 | 6.63 | 5.85 | 6.70 | 5.51 | 9.69 | 14.28 | 9.10 | 5.53 | 10.05 | 8.07 | 7.29 | 7.77 | 5.70 | 5.00 | 3.80 |
| Draw Down(%) | NA | 11.90 | 11.90 | 11.90 | 11.90 | NA | NA | … | … | 11.90 | 2.10 | 9.07 | 5.39 | 3.49 | 6.79 | 3.95 | 5.61 | 4.93 | 10.05 | 11.05 | 4.58 | 9.58 | 8.27 | 7.51 | 5.61 | 10.04 | 3.19 | 7.34 | 2.51 |
| Yield(%) | NA | 4.23 | 2.30 | 2.90 | 3.50 | NA | NA | … | … | 0.58 | 4.71 | 1.83 | 0.36 | 5.46 | 2.86 | 2.36 | 7.55 | 4.10 | 2.45 | 4.32 | 4.59 | 3.21 | 4.98 | 9.62 | 5.46 | 4.37 | 4.52 | 5.65 | 7.16 |
Data as of 02/28/2020, 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 |
|---|---|---|---|---|
| ProLogis 401(k) Savings Plan Tactical Asset Allocation Moderate |
2.25%
Mar 2015 – Mar 2018 |
2.38%
Dec 2013 – Dec 2018 |
5.41%
Apr 2010 – Apr 2020 |
6.88%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ProLogis 401(k) Savings Plan Tactical Asset Allocation Moderate |
14.14%
Mar 2003 – Mar 2006 |
13.31%
Oct 2002 – Oct 2007 |
10.82%
Apr 2001 – Apr 2011 |
8.91%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart