Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVX NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 7.56% | 11.99% | 11.41% | 11.09% | NA | NA | … | … |
Data as of 07/31/2015, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVX NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 10/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 7.56 | 11.99 | 11.41 | 11.09 | NA | NA | … | … | -1.04 | 10.18 | 17.44 | 14.56 | 1.17 | 13.89 | 19.94 | 2.93 | 11.93 | 12.13 | 9.09 | 14.21 | 12.52 | -3.79 | -1.98 |
| Sharpe Ratio | NA | 0.26 | 1.29 | 0.94 | 1.13 | NA | NA | … | … | -0.12 | 1.55 | 2.35 | 1.82 | 0.08 | 1.43 | 2.14 | 0.34 | 0.96 | 1.33 | 1.10 | 1.72 | 1.63 | -0.76 | -0.45 |
| Standard Deviation(%) | NA | 8.42 | 7.55 | 9.39 | 8.81 | NA | NA | … | … | 8.67 | 6.56 | 7.40 | 7.98 | 14.28 | 9.64 | 9.27 | 5.96 | 9.35 | 6.65 | 6.27 | 7.72 | 7.24 | 6.48 | 9.55 |
| Draw Down(%) | NA | 9.85 | 9.85 | 14.40 | 14.40 | NA | NA | … | … | 9.85 | 4.55 | 5.07 | 6.04 | 14.40 | 8.29 | 4.88 | 5.01 | 6.28 | 7.54 | 4.29 | 5.78 | 6.74 | 9.25 | 14.34 |
| Yield(%) | NA | 9.26 | 5.41 | 4.60 | 5.43 | NA | NA | … | … | 0.82 | 9.69 | 2.79 | 5.14 | 2.93 | 4.32 | 5.53 | 9.12 | 5.67 | 5.76 | 5.85 | 4.15 | 3.62 | 5.81 | 7.16 |
Data as of 07/31/2015, 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 |
|---|---|---|---|---|
| AVX NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN Tactical Asset Allocation Moderate |
4.32%
Feb 2001 – Feb 2004 |
6.98%
Feb 2001 – Feb 2006 |
8.40%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVX NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN Tactical Asset Allocation Moderate |
15.17%
Sep 2011 – Sep 2014 |
13.88%
Jun 2009 – Jun 2014 |
12.21%
Jul 2003 – Jul 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart