Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REPUBLIC SERVICES INC 401(k) PLAN Tactical Asset Allocation Moderate | NA | 27.08% | 3.89% | 9.02% | 7.48% | 8.43% | 8.34% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REPUBLIC SERVICES INC 401(k) 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 (%) | -1.19 | 27.08 | 3.89 | 9.02 | 7.48 | 8.43 | 8.34 | … | … | 0.43 | 13.70 | 17.68 | -16.13 | 13.00 | 17.06 | 18.45 | -3.84 | 10.96 | 10.06 | -2.07 | 6.27 | 14.79 | 11.61 | 3.74 | 13.41 | 18.58 | -10.80 | 10.61 | 13.60 | 7.03 | 17.68 | 18.07 | 0.28 | -1.86 |
| Sharpe Ratio | NA | 0.85 | 0.10 | 0.45 | 0.54 | NA | NA | … | … | 0.05 | 0.72 | 1.66 | -1.33 | 1.25 | 0.91 | 2.43 | -0.55 | 2.16 | 1.10 | -0.24 | 0.79 | 1.84 | 1.52 | 0.24 | 1.20 | 1.89 | -1.30 | 0.80 | 1.27 | 0.74 | 2.12 | 2.13 | -0.11 | -0.56 |
| Standard Deviation(%) | NA | 9.76 | 10.56 | 12.56 | 10.50 | NA | NA | … | … | 7.11 | 9.84 | 8.11 | 13.20 | 10.40 | 18.47 | 7.02 | 9.29 | 4.78 | 8.95 | 8.83 | 7.95 | 8.02 | 7.61 | 15.23 | 11.11 | 9.78 | 9.01 | 9.47 | 8.14 | 6.60 | 7.90 | 8.17 | 7.24 | 7.38 |
| Draw Down(%) | NA | 5.76 | 20.20 | 23.58 | 23.58 | NA | NA | … | … | 0.43 | 5.76 | 6.60 | 22.15 | 5.44 | 22.02 | 3.09 | 12.54 | 2.43 | 7.61 | 10.23 | 5.83 | 6.61 | 5.21 | 13.31 | 8.83 | 4.89 | 18.31 | 5.90 | 8.67 | 4.36 | 7.68 | 8.16 | 6.59 | 10.40 |
| Yield(%) | NA | 4.37 | 5.48 | 4.60 | 4.93 | NA | NA | … | … | NA | 1.26 | 4.74 | 5.86 | 5.56 | 3.17 | 3.05 | 4.80 | 4.40 | 6.33 | 5.23 | 5.48 | 2.18 | 3.79 | 3.58 | 1.78 | 5.12 | 8.19 | 8.31 | 4.85 | 4.88 | 4.31 | 5.83 | 4.88 | 8.06 |
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 |
|---|---|---|---|---|
| REPUBLIC SERVICES INC 401(k) PLAN Tactical Asset Allocation Moderate |
2.04%
Apr 2021 – Apr 2024 |
3.54%
Mar 2015 – Mar 2020 |
5.65%
Sep 2012 – Sep 2022 |
5.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REPUBLIC SERVICES INC 401(k) PLAN Tactical Asset Allocation Moderate |
18.32%
Apr 2003 – Apr 2006 |
14.67%
Mar 2003 – Mar 2008 |
11.05%
Apr 2003 – Apr 2013 |
9.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart