Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX, INC. 401(k) INCENTIVE RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | -1.26% | 5.53% | -1.69% | 3.23% | 4.89% | 6.50% | … | … |
Data as of 01/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAYCHEX, INC. 401(k) INCENTIVE RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 04/05/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.01 | -1.26 | 5.53 | -1.69 | 3.23 | 4.89 | 6.50 | … | … | 3.68 | -10.92 | 11.04 | 13.35 | 18.38 | -32.50 | 10.47 | 9.03 | -0.85 | 6.87 | 17.29 | 9.25 | 1.17 | 13.84 | 13.42 | 1.50 | 8.37 | 12.37 | 7.55 | 12.98 | 14.32 | 3.49 | -0.76 |
| Sharpe Ratio | NA | -0.39 | 0.81 | -0.12 | 0.16 | NA | NA | … | … | 0.26 | -0.87 | 0.95 | 0.67 | 2.22 | -0.98 | 2.04 | 0.99 | -0.10 | 0.92 | 2.25 | 1.18 | 0.08 | 1.39 | 1.43 | 0.10 | 0.59 | 1.13 | 0.77 | 1.37 | 1.75 | 0.55 | -0.44 |
| Standard Deviation(%) | NA | 13.17 | 12.62 | 19.78 | 15.06 | NA | NA | … | … | 8.72 | 14.10 | 11.59 | 19.60 | 7.65 | 34.46 | 4.82 | 8.88 | 8.78 | 7.45 | 7.66 | 7.76 | 14.83 | 9.92 | 9.31 | 5.69 | 9.17 | 8.08 | 7.04 | 8.77 | 7.79 | 4.34 | 6.91 |
| Draw Down(%) | NA | 11.50 | 18.28 | 40.12 | 40.12 | NA | NA | … | … | 5.68 | 16.58 | 5.66 | 23.30 | 4.20 | 38.96 | 2.85 | 6.64 | 8.52 | 5.43 | 4.62 | 5.65 | 13.24 | 7.40 | 5.07 | 5.34 | 6.28 | 9.65 | 4.71 | 7.04 | 6.19 | 2.82 | 9.45 |
| Yield(%) | NA | 5.56 | 4.69 | 4.69 | 4.55 | NA | NA | … | … | 0.46 | 4.97 | 6.55 | 2.23 | 4.95 | 4.70 | 4.16 | 5.14 | 3.57 | 6.66 | 2.88 | 2.12 | 2.09 | 3.41 | 3.66 | 4.14 | 6.77 | 4.73 | 4.38 | 4.44 | 3.52 | 3.79 | 4.74 |
Data as of 01/31/2023, 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 |
|---|---|---|---|---|
| PAYCHEX, INC. 401(k) INCENTIVE RETIREMENT PLAN Tactical Asset Allocation Moderate |
-9.11%
Mar 2017 – Mar 2020 |
-4.22%
Mar 2015 – Mar 2020 |
2.36%
Mar 2010 – Mar 2020 |
4.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAYCHEX, INC. 401(k) INCENTIVE RETIREMENT PLAN Tactical Asset Allocation Moderate |
14.92%
Apr 2003 – Apr 2006 |
11.88%
Feb 2003 – Feb 2008 |
10.19%
Mar 2003 – Mar 2013 |
9.38%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart