Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GE SECURITY, INC. 401(k) RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 24.64% | 4.95% | 10.66% | 8.48% | 9.37% | 8.86% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GE SECURITY, INC. 401(k) RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.14 | 24.64 | 4.95 | 10.66 | 8.48 | 9.37 | 8.86 | … | … | 0.03 | 6.64 | 18.53 | -13.96 | 16.04 | 20.53 | 19.59 | -6.15 | 11.42 | 10.83 | 0.46 | 3.86 | 17.83 | 14.07 | 3.00 | 14.50 | 19.66 | -9.74 | 7.13 | 9.67 | 9.03 | 15.83 | 17.83 | 6.71 | -1.40 |
| Sharpe Ratio | NA | 0.02 | -0.05 | 0.46 | 0.56 | NA | NA | … | … | 0.00 | 0.00 | 1.71 | -1.07 | 1.49 | 1.07 | 2.81 | -0.80 | 2.10 | 1.14 | 0.05 | 0.52 | 2.36 | 1.85 | 0.23 | 1.33 | 1.94 | -1.15 | 0.45 | 0.77 | 1.11 | 1.86 | 2.03 | 0.89 | -0.55 |
| Standard Deviation(%) | NA | 10.86 | 11.42 | 13.19 | 10.90 | NA | NA | … | … | 8.96 | 10.86 | 8.34 | 14.27 | 10.76 | 19.00 | 6.47 | 9.29 | 5.13 | 9.32 | 8.83 | 7.39 | 7.53 | 7.58 | 13.09 | 10.86 | 10.09 | 9.30 | 9.15 | 8.28 | 6.15 | 8.01 | 8.44 | 6.29 | 6.78 |
| Draw Down(%) | NA | 9.57 | 20.25 | 23.32 | 23.32 | NA | NA | … | … | 0.69 | 9.32 | 6.78 | 21.26 | 4.99 | 23.32 | 3.15 | 13.61 | 2.50 | 7.42 | 7.99 | 6.95 | 6.23 | 5.40 | 11.29 | 9.01 | 5.24 | 18.71 | 6.86 | 10.12 | 3.99 | 8.06 | 5.17 | 4.63 | 8.46 |
| Yield(%) | NA | 7.10 | 5.48 | 5.75 | 6.00 | NA | NA | … | … | NA | 4.30 | 3.67 | 4.45 | 5.58 | 3.24 | 8.54 | 8.69 | 4.83 | 4.02 | 7.76 | 6.04 | 7.28 | 3.65 | 5.97 | 1.70 | 4.30 | 8.16 | 10.52 | 6.31 | 6.11 | 4.51 | 6.77 | 5.03 | 7.20 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| GE SECURITY, INC. 401(k) RETIREMENT PLAN Tactical Asset Allocation Moderate |
1.05%
Apr 2006 – Apr 2009 |
3.43%
Mar 2015 – Mar 2020 |
6.85%
Mar 2010 – Mar 2020 |
6.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GE SECURITY, INC. 401(k) RETIREMENT PLAN Tactical Asset Allocation Moderate |
18.71%
Dec 2018 – Dec 2021 |
14.07%
Feb 2009 – Feb 2014 |
10.81%
Sep 2011 – Sep 2021 |
9.99%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart