Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| United Rentals, Inc. 401(k) Investment Plan Tactical Asset Allocation Moderate | NA | -2.75% | -1.07% | -0.63% | 1.45% | 4.46% | 7.00% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| United Rentals, Inc. 401(k) Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.61 | -2.75 | -1.07 | -0.63 | 1.45 | 4.46 | 7.00 | … | … | -0.09 | 8.48 | -25.42 | 13.48 | 7.12 | 10.93 | -3.65 | 13.12 | 5.03 | -2.04 | 0.38 | 18.44 | 3.82 | -3.37 | 8.70 | 32.97 | -4.53 | 13.61 | 21.67 | 20.46 | 17.20 | 25.57 | -3.43 | 1.79 |
| Sharpe Ratio | NA | 0.04 | -0.39 | -0.03 | 0.16 | NA | NA | … | … | -0.05 | 0.49 | -1.92 | 1.16 | 0.68 | 1.63 | -0.62 | 2.29 | 0.89 | -0.38 | 0.05 | 2.47 | 0.59 | -0.38 | 0.60 | 2.42 | -1.36 | 1.21 | 1.58 | 2.48 | 1.80 | 3.94 | -0.88 | -0.40 |
| Standard Deviation(%) | NA | 8.66 | 11.58 | 10.45 | 8.62 | NA | NA | … | … | 7.43 | 8.70 | 13.97 | 11.62 | 10.09 | 5.84 | 7.94 | 5.46 | 5.43 | 5.49 | 7.25 | 7.46 | 6.42 | 9.02 | 14.38 | 13.58 | 4.02 | 8.80 | 11.63 | 7.38 | 9.05 | 6.31 | 5.13 | 1.32 |
| Draw Down(%) | NA | 7.82 | 30.25 | 30.25 | 30.25 | NA | NA | … | … | 2.37 | 7.82 | 26.67 | 7.48 | 15.98 | 4.03 | 10.94 | 2.03 | 5.04 | 5.81 | 6.83 | 4.13 | 6.15 | 10.69 | 11.90 | 6.68 | 5.33 | 7.25 | 15.46 | 6.12 | 9.66 | 3.41 | 9.25 | 1.10 |
| Yield(%) | NA | 3.50 | 4.31 | 4.15 | 3.24 | NA | NA | … | … | 0.13 | 3.59 | 1.76 | 7.52 | 4.79 | 3.20 | 2.58 | 0.33 | 3.18 | 2.47 | 2.99 | 1.91 | 1.89 | 1.01 | 1.51 | 1.35 | 1.28 | 7.16 | 4.43 | 1.97 | 1.60 | 1.32 | 1.36 | 3.31 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| United Rentals, Inc. 401(k) Investment Plan Tactical Asset Allocation Moderate |
-3.22%
Dec 2019 – Dec 2022 |
-0.94%
Sep 2018 – Sep 2023 |
1.45%
Oct 2013 – Oct 2023 |
4.21%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| United Rentals, Inc. 401(k) Investment Plan Tactical Asset Allocation Moderate |
25.03%
Apr 2003 – Apr 2006 |
19.63%
Dec 2002 – Dec 2007 |
13.62%
Jul 2003 – Jul 2013 |
11.22%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart