Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Freescale Semiconductor 401K Tactical Asset Allocation Moderate | NA | 1.93% | 5.06% | 5.30% | 7.55% | 7.47% | NA | … | … |
Data as of 04/29/2016, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Freescale Semiconductor 401K Tactical Asset Allocation Moderate | 12/31/2000 | 07/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 1.93 | 5.06 | 5.30 | 7.55 | 7.47 | NA | … | … | 6.23 | -0.16 | 2.91 | 15.54 | 12.59 | 0.09 | 8.38 | 15.87 | 2.22 | 7.71 | 17.99 | 9.43 | 13.45 | 10.32 | -7.07 | -2.75 |
| Sharpe Ratio | NA | 0.57 | 0.56 | 0.66 | 0.78 | NA | NA | … | … | 0.61 | -0.02 | 0.36 | 2.20 | 1.64 | 0.00 | 0.72 | 1.63 | 3.85 | 0.44 | 2.05 | 1.18 | 1.80 | 1.45 | -1.41 | -0.75 |
| Standard Deviation(%) | NA | 10.18 | 8.57 | 9.74 | 9.39 | NA | NA | … | … | 9.97 | 8.95 | 8.12 | 7.06 | 7.67 | 14.94 | 11.54 | 9.66 | 0.34 | 10.64 | 7.19 | 6.14 | 6.95 | 6.62 | 5.78 | 6.74 |
| Draw Down(%) | NA | 6.95 | 7.98 | 11.70 | 14.34 | NA | NA | … | … | 5.71 | 7.70 | 6.77 | 4.14 | 5.78 | 14.34 | 10.02 | 5.42 | 0.33 | 7.47 | 7.60 | 4.52 | 5.56 | 4.90 | 8.77 | 10.44 |
| Yield(%) | NA | 3.97 | 5.05 | 4.28 | 4.51 | NA | NA | … | … | 0.85 | 3.94 | 3.06 | 8.88 | 4.46 | 2.15 | 5.61 | 3.88 | 2.55 | 6.22 | 5.18 | 4.61 | 3.72 | 3.20 | 3.54 | 3.20 |
Data as of 04/29/2016, 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 |
|---|---|---|---|---|
| Freescale Semiconductor 401K Tactical Asset Allocation Moderate |
1.24%
Feb 2001 – Feb 2004 |
4.71%
Feb 2011 – Feb 2016 |
6.97%
Sep 2001 – Sep 2011 |
6.79%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Freescale Semiconductor 401K Tactical Asset Allocation Moderate |
15.24%
May 2004 – May 2007 |
12.06%
Oct 2002 – Oct 2007 |
10.70%
Jul 2003 – Jul 2013 |
7.55%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart