Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BELLSOUTH SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate | NA | 20.32% | 7.62% | 7.41% | 9.51% | 9.15% | NA | … | … |
Data as of 12/31/2019, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BELLSOUTH SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 03/16/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 20.32 | 7.62 | 7.41 | 9.51 | 9.15 | NA | … | … | -7.72 | 20.32 | -5.78 | 10.57 | 13.73 | 0.30 | 5.01 | 19.44 | 13.74 | 3.67 | 17.28 | 13.30 | 0.24 | 7.27 | 15.29 | 6.76 | 14.93 | 29.75 | 3.04 | 3.81 |
| Sharpe Ratio | NA | 0.21 | 0.41 | 0.49 | 0.82 | NA | NA | … | … | -0.43 | 2.56 | -0.73 | 2.03 | 1.55 | 0.03 | 0.68 | 2.31 | 1.82 | 0.26 | 1.35 | 1.25 | -0.12 | 0.43 | 1.44 | 0.68 | 1.65 | 3.99 | 0.37 | 0.26 |
| Standard Deviation(%) | NA | 10.64 | 8.82 | 8.70 | 9.52 | NA | NA | … | … | 18.25 | 7.40 | 9.79 | 4.90 | 8.71 | 8.49 | 7.37 | 8.39 | 7.52 | 14.06 | 12.75 | 10.58 | 5.74 | 9.91 | 8.37 | 6.75 | 8.50 | 7.28 | 5.24 | 5.78 |
| Draw Down(%) | NA | 12.13 | 13.21 | 13.21 | 13.21 | NA | NA | … | … | 12.13 | 3.29 | 13.21 | 2.74 | 6.55 | 8.47 | 5.01 | 4.30 | 5.33 | 11.67 | 8.78 | 5.71 | 5.43 | 6.83 | 9.39 | 5.85 | 7.20 | 3.16 | 3.61 | 6.12 |
| Yield(%) | NA | 1.74 | 5.31 | 4.74 | 3.99 | NA | NA | … | … | 0.16 | 2.03 | 9.57 | 3.93 | 4.29 | 3.57 | 3.86 | 2.97 | 4.97 | 2.51 | 2.43 | 2.92 | 4.38 | 4.01 | 3.28 | 4.05 | 2.72 | 4.28 | 6.34 | 5.53 |
Data as of 12/31/2019, 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 |
|---|---|---|---|---|
| BELLSOUTH SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate |
4.74%
Apr 2006 – Apr 2009 |
4.53%
Dec 2013 – Dec 2018 |
8.54%
Feb 2006 – Feb 2016 |
8.82%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BELLSOUTH SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate |
18.56%
Apr 2003 – Apr 2006 |
14.95%
May 2002 – May 2007 |
12.24%
Mar 2003 – Mar 2013 |
11.25%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart