Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Seagate 401(k) Plan Tactical Asset Allocation Moderate | NA | 9.46% | 3.62% | 5.22% | 5.72% | 7.49% | NA | … | … |
Data as of 09/29/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Seagate 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 12/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 9.46 | 3.62 | 5.22 | 5.72 | 7.49 | NA | … | … | 3.00 | 5.55 | -2.01 | 0.86 | 12.41 | 8.89 | 1.03 | 8.03 | 20.89 | -3.74 | 7.96 | 13.52 | 4.12 | 7.82 | 20.10 | 2.82 | 7.03 |
| Sharpe Ratio | NA | 0.37 | 0.29 | 0.62 | 0.77 | NA | NA | … | … | 0.33 | 1.08 | -0.31 | 0.15 | 1.98 | 2.52 | 0.11 | 0.97 | 2.62 | -0.85 | 0.50 | 1.32 | 0.35 | 1.06 | 3.75 | 0.34 | 1.05 |
| Standard Deviation(%) | NA | 7.17 | 6.28 | 6.14 | 6.62 | NA | NA | … | … | 7.18 | 4.93 | 6.55 | 5.51 | 6.25 | 3.51 | 8.79 | 8.22 | 7.94 | 5.48 | 9.94 | 7.77 | 5.50 | 6.50 | 5.18 | 5.08 | 4.52 |
| Draw Down(%) | NA | 7.54 | 7.54 | 8.29 | 8.29 | NA | NA | … | … | 7.54 | 3.00 | 7.23 | 6.07 | 4.54 | 3.05 | 7.50 | 7.05 | 3.95 | 7.69 | 7.06 | 8.27 | 4.16 | 6.11 | 3.10 | 5.58 | 3.80 |
| Yield(%) | NA | 0.64 | 3.04 | 4.97 | 4.67 | NA | NA | … | … | 0.36 | 2.24 | 6.34 | 9.23 | 6.39 | 4.99 | 2.79 | 4.84 | 5.60 | 3.72 | 4.05 | 4.01 | 3.75 | 2.80 | 4.26 | 4.87 | 7.11 |
Data as of 09/29/2017, 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 |
|---|---|---|---|---|
| Seagate 401(k) Plan Tactical Asset Allocation Moderate |
1.36%
Nov 2013 – Nov 2016 |
3.32%
Apr 2011 – Apr 2016 |
5.38%
Nov 2007 – Nov 2017 |
6.76%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Seagate 401(k) Plan Tactical Asset Allocation Moderate |
11.50%
Jan 2003 – Jan 2006 |
11.70%
Oct 2002 – Oct 2007 |
9.16%
Apr 2001 – Apr 2011 |
7.66%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart