Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Target Corporation 401(k) Plan Tactical Asset Allocation Moderate | NA | 21.84% | 3.17% | 7.19% | 5.47% | 7.16% | 9.42% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Target Corporation 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 (%) | -0.89 | 21.84 | 3.17 | 7.19 | 5.47 | 7.16 | 9.42 | … | … | 0.27 | 7.82 | 13.84 | -13.21 | 17.24 | 7.83 | 18.63 | -12.47 | 11.20 | 9.45 | -2.33 | 6.23 | 12.02 | 15.03 | 4.45 | 11.94 | 18.35 | 4.39 | 21.43 | 19.18 | 15.15 | 18.02 | 32.70 | 0.02 | 0.52 |
| Sharpe Ratio | NA | 0.28 | -0.14 | 0.30 | 0.35 | NA | NA | … | … | 0.03 | 0.14 | 1.15 | -1.06 | 1.76 | 0.41 | 2.47 | -1.45 | 2.13 | 1.06 | -0.27 | 0.90 | 1.68 | 1.87 | 0.32 | 1.10 | 1.81 | 0.47 | 1.37 | 1.53 | 1.84 | 1.93 | 4.97 | -0.17 | -0.24 |
| Standard Deviation(%) | NA | 8.68 | 10.56 | 12.46 | 10.44 | NA | NA | … | … | 6.94 | 8.77 | 8.32 | 13.75 | 9.78 | 18.52 | 6.96 | 9.49 | 4.97 | 8.71 | 8.81 | 6.90 | 7.15 | 8.02 | 13.92 | 10.80 | 10.09 | 7.37 | 13.48 | 10.39 | 7.07 | 8.85 | 6.44 | 6.47 | 7.34 |
| Draw Down(%) | NA | 4.84 | 17.68 | 25.19 | 25.19 | NA | NA | … | … | 0.48 | 4.84 | 7.41 | 18.57 | 4.31 | 25.19 | 3.88 | 18.06 | 2.15 | 6.16 | 9.20 | 6.11 | 5.40 | 5.69 | 11.76 | 8.71 | 5.05 | 5.45 | 9.49 | 13.89 | 5.26 | 10.82 | 2.44 | 7.33 | 9.89 |
| Yield(%) | NA | 2.75 | 2.92 | 2.57 | 2.70 | NA | NA | … | … | NA | 1.79 | 2.57 | 2.18 | 2.98 | 2.16 | 2.63 | 2.10 | 2.73 | 3.70 | 2.73 | 2.69 | 2.85 | 2.99 | 3.35 | 4.33 | 3.65 | 5.39 | 4.07 | 3.77 | 4.83 | 4.36 | 6.52 | 2.59 | 6.23 |
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 |
|---|---|---|---|---|
| Target Corporation 401(k) Plan Tactical Asset Allocation Moderate |
-2.14%
Mar 2017 – Mar 2020 |
0.17%
Mar 2015 – Mar 2020 |
4.12%
Oct 2013 – Oct 2023 |
6.47%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Target Corporation 401(k) Plan Tactical Asset Allocation Moderate |
24.58%
Apr 2003 – Apr 2006 |
22.51%
Oct 2002 – Oct 2007 |
15.93%
Jan 2003 – Jan 2013 |
13.00%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart