Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOOG INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 25.20% | 2.72% | 8.22% | 6.87% | 8.16% | 8.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOOG INC. RETIREMENT 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 (%) | -1.14 | 25.20 | 2.72 | 8.22 | 6.87 | 8.16 | 8.25 | … | … | 0.79 | 6.70 | 13.52 | -14.32 | 9.43 | 19.05 | 18.58 | -5.86 | 12.42 | 6.76 | 0.39 | 5.22 | 16.11 | 11.40 | 2.81 | 16.26 | 19.85 | -9.67 | 10.42 | 13.10 | 8.38 | 12.29 | 13.44 | 1.10 | 3.52 |
| Sharpe Ratio | NA | 0.15 | -0.14 | 0.29 | 0.43 | NA | NA | … | … | 0.08 | 0.01 | 1.14 | -1.18 | 0.92 | 0.97 | 2.78 | -0.74 | 2.41 | 0.76 | 0.04 | 0.71 | 2.07 | 1.45 | 0.19 | 1.55 | 1.92 | -1.14 | 0.78 | 1.29 | 0.97 | 1.34 | 1.66 | 0.00 | 0.16 |
| Standard Deviation(%) | NA | 11.34 | 11.15 | 13.10 | 10.84 | NA | NA | … | … | 8.87 | 11.44 | 8.11 | 13.35 | 10.21 | 19.40 | 6.17 | 9.75 | 4.90 | 8.66 | 9.38 | 7.34 | 7.77 | 7.82 | 14.34 | 10.44 | 10.27 | 9.31 | 9.54 | 7.61 | 6.37 | 8.44 | 7.68 | 6.71 | 7.68 |
| Draw Down(%) | NA | 10.04 | 19.18 | 25.20 | 25.20 | NA | NA | … | … | 0.66 | 10.04 | 6.19 | 20.97 | 5.74 | 25.20 | 3.37 | 14.91 | 2.15 | 7.69 | 8.39 | 6.01 | 6.29 | 6.02 | 13.65 | 7.56 | 5.31 | 18.57 | 6.74 | 8.99 | 4.05 | 7.24 | 6.81 | 5.69 | 8.31 |
| Yield(%) | NA | 4.92 | 6.33 | 6.21 | 5.82 | NA | NA | … | … | NA | 1.30 | 5.09 | 4.44 | 9.75 | 6.64 | 6.10 | 4.35 | 3.67 | 5.40 | 5.69 | 7.67 | 3.18 | 4.29 | 3.77 | 1.94 | 4.98 | 8.44 | 9.27 | 6.54 | 5.25 | 3.48 | 5.20 | 4.54 | 8.55 |
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 |
|---|---|---|---|---|
| MOOG INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.67%
Apr 2021 – Apr 2024 |
2.51%
Mar 2015 – Mar 2020 |
5.17%
Oct 2013 – Oct 2023 |
6.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOOG INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
15.60%
Dec 2018 – Dec 2021 |
13.75%
Feb 2009 – Feb 2014 |
10.57%
Apr 2003 – Apr 2013 |
9.38%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart