Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASTRAZENECA SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate | NA | 34.48% | 13.65% | 14.59% | 9.77% | 10.20% | 10.03% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASTRAZENECA SAVINGS AND SECURITY 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 | 34.48 | 13.65 | 14.59 | 9.77 | 10.20 | 10.03 | … | … | 0.79 | 19.08 | 27.33 | -3.70 | 10.15 | 17.28 | 13.27 | -4.01 | 9.67 | 7.38 | 1.51 | 7.40 | 21.35 | 10.79 | 1.66 | 12.13 | 13.30 | 2.06 | 11.42 | 12.81 | 6.69 | 13.19 | 23.27 | 2.16 | 1.27 |
| Sharpe Ratio | NA | 1.30 | 0.98 | 0.84 | 0.71 | NA | NA | … | … | 0.05 | 1.17 | 2.74 | -0.40 | 0.90 | 0.88 | 1.63 | -0.48 | 1.69 | 0.82 | 0.15 | 0.84 | 2.87 | 1.41 | 0.11 | 0.99 | 1.46 | 2.29 | 0.90 | 1.30 | 0.77 | 1.64 | 2.90 | 0.32 | -0.32 |
| Standard Deviation(%) | NA | 10.70 | 10.70 | 13.01 | 11.04 | NA | NA | … | … | 13.89 | 10.67 | 8.43 | 12.57 | 11.24 | 19.36 | 7.28 | 11.16 | 5.35 | 8.73 | 9.58 | 8.74 | 7.44 | 7.62 | 14.96 | 12.16 | 9.06 | 0.49 | 9.33 | 7.33 | 5.86 | 7.45 | 7.78 | 3.33 | 3.22 |
| Draw Down(%) | NA | 7.77 | 10.79 | 19.42 | 19.42 | NA | NA | … | … | 1.11 | 7.77 | 4.11 | 12.45 | 5.09 | 19.42 | 3.69 | 14.80 | 3.00 | 8.21 | 9.36 | 6.47 | 3.55 | 5.40 | 11.76 | 9.87 | 4.71 | 0.48 | 6.58 | 8.89 | 3.90 | 5.91 | 3.65 | 2.68 | 4.55 |
| Yield(%) | NA | 13.85 | 11.13 | 8.99 | 7.04 | NA | NA | … | … | NA | 9.39 | 12.76 | 8.10 | 4.49 | 5.45 | 9.13 | 3.11 | 4.50 | 3.26 | 4.88 | 4.87 | 9.04 | 3.02 | 1.78 | 2.03 | 2.18 | 2.55 | 4.41 | 4.48 | 3.79 | 2.41 | 2.40 | 3.48 | 2.96 |
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 |
|---|---|---|---|---|
| ASTRAZENECA SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate |
3.30%
Mar 2017 – Mar 2020 |
3.31%
Mar 2015 – Mar 2020 |
6.85%
Sep 2012 – Sep 2022 |
7.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASTRAZENECA SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate |
16.11%
Apr 2003 – Apr 2006 |
15.24%
Nov 2019 – Nov 2024 |
10.98%
Apr 2003 – Apr 2013 |
10.55%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart