Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Textron Savings Plan Tactical Asset Allocation Moderate | NA | 28.27% | 7.91% | 11.40% | 8.72% | 9.51% | 9.88% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Textron Savings 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 (%) | -1.26 | 28.27 | 7.91 | 11.40 | 8.72 | 9.51 | 9.88 | … | … | 0.66 | 17.84 | 17.50 | -10.14 | 16.39 | 14.52 | 20.08 | -5.11 | 13.97 | 5.61 | 0.72 | 7.61 | 17.80 | 13.66 | 1.22 | 13.16 | 19.84 | 2.91 | 10.44 | 13.43 | 7.05 | 11.69 | 12.70 | -3.68 | -0.34 |
| Sharpe Ratio | NA | 1.25 | 0.43 | 0.66 | 0.69 | NA | NA | … | … | 0.06 | 1.15 | 1.72 | -0.90 | 2.00 | 0.74 | 2.79 | -0.62 | 3.35 | 0.70 | 0.08 | 1.09 | 2.71 | 1.88 | 0.09 | 1.47 | 2.23 | 0.33 | 0.80 | 1.39 | 0.84 | 1.47 | 1.77 | -0.69 | -0.41 |
| Standard Deviation(%) | NA | 9.78 | 10.33 | 12.34 | 10.28 | NA | NA | … | … | 9.33 | 9.80 | 7.71 | 12.83 | 8.17 | 19.28 | 6.69 | 10.39 | 3.98 | 7.73 | 8.42 | 6.94 | 6.55 | 7.25 | 13.13 | 8.91 | 8.84 | 5.96 | 9.34 | 7.32 | 5.84 | 7.31 | 6.79 | 6.92 | 6.46 |
| Draw Down(%) | NA | 5.71 | 14.54 | 20.78 | 20.78 | NA | NA | … | … | 0.76 | 5.71 | 5.34 | 15.68 | 3.99 | 20.78 | 3.24 | 13.07 | 1.51 | 6.60 | 6.85 | 4.56 | 4.95 | 5.51 | 12.78 | 7.80 | 4.20 | 5.01 | 5.91 | 8.12 | 3.94 | 6.00 | 4.43 | 10.08 | 8.53 |
| Yield(%) | NA | 3.58 | 4.46 | 4.62 | 4.49 | NA | NA | … | … | NA | 1.43 | 3.83 | 4.01 | 5.43 | 7.29 | 3.62 | 3.67 | 4.45 | 2.60 | 5.76 | 4.90 | 5.87 | 4.46 | 3.88 | 4.11 | 5.22 | 9.12 | 5.27 | 5.17 | 3.41 | 2.91 | 3.68 | 5.34 | 7.27 |
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 |
|---|---|---|---|---|
| Textron Savings Plan Tactical Asset Allocation Moderate |
3.67%
Mar 2017 – Mar 2020 |
3.66%
Mar 2015 – Mar 2020 |
6.95%
Oct 2013 – Oct 2023 |
8.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Textron Savings Plan Tactical Asset Allocation Moderate |
16.97%
Dec 2018 – Dec 2021 |
13.52%
Nov 2008 – Nov 2013 |
11.39%
Aug 2004 – Aug 2014 |
10.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart