Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THOROUGHBRED RETIREMENT INVESTMENT PLAN OF NORFOLK SOUTHERN CORPORATION Tactical Asset Allocation Moderate | NA | 21.82% | 3.88% | 8.46% | 7.47% | 9.24% | 9.48% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THOROUGHBRED RETIREMENT INVESTMENT PLAN OF NORFOLK SOUTHERN CORPORATION Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.29 | 21.82 | 3.88 | 8.46 | 7.47 | 9.24 | 9.48 | … | … | 0.65 | 8.49 | 13.23 | -11.60 | 10.90 | 18.12 | 19.90 | -5.11 | 13.97 | 8.81 | -0.63 | 10.32 | 16.94 | 12.75 | 4.25 | 18.16 | 14.07 | 5.38 | 7.97 | 13.94 | 7.62 | 11.30 | 10.05 | -6.46 | -0.05 |
| Sharpe Ratio | NA | 0.33 | -0.02 | 0.34 | 0.48 | NA | NA | … | … | 0.06 | 0.17 | 0.93 | -0.89 | 1.10 | 0.85 | 2.47 | -0.61 | 2.49 | 0.84 | -0.07 | 1.42 | 2.25 | 1.65 | 0.29 | 1.76 | 1.68 | 0.81 | 0.47 | 1.25 | 0.83 | 1.48 | 1.32 | -1.15 | -0.34 |
| Standard Deviation(%) | NA | 10.92 | 11.91 | 13.90 | 11.61 | NA | NA | … | … | 10.32 | 11.01 | 9.62 | 14.57 | 9.86 | 21.01 | 7.50 | 10.47 | 5.36 | 10.28 | 9.18 | 7.26 | 7.51 | 7.69 | 14.51 | 10.27 | 8.30 | 5.49 | 10.66 | 8.57 | 6.58 | 6.98 | 7.09 | 6.60 | 7.02 |
| Draw Down(%) | NA | 6.09 | 14.99 | 22.71 | 22.71 | NA | NA | … | … | 0.84 | 6.08 | 8.25 | 16.54 | 4.27 | 22.71 | 4.29 | 12.81 | 2.58 | 6.38 | 9.49 | 4.29 | 4.86 | 5.81 | 13.10 | 7.81 | 8.46 | 7.04 | 7.41 | 9.99 | 5.31 | 7.03 | 6.14 | 10.00 | 7.93 |
| Yield(%) | NA | 2.04 | 3.02 | 3.55 | 3.36 | NA | NA | … | … | NA | 1.18 | 2.04 | 4.38 | 1.37 | 4.63 | 5.23 | 3.88 | 1.87 | 6.87 | 1.68 | 2.23 | 5.28 | 2.80 | 1.75 | 3.24 | 3.35 | 3.12 | 6.05 | 6.71 | 4.78 | 3.07 | 2.35 | 3.02 | 2.77 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| THOROUGHBRED RETIREMENT INVESTMENT PLAN OF NORFOLK SOUTHERN CORPORATION Tactical Asset Allocation M |
1.18%
Aug 2001 – Aug 2004 |
3.97%
Mar 2015 – Mar 2020 |
6.50%
Oct 2013 – Oct 2023 |
7.97%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THOROUGHBRED RETIREMENT INVESTMENT PLAN OF NORFOLK SOUTHERN CORPORATION Tactical Asset Allocation M |
17.77%
Mar 2009 – Mar 2012 |
15.44%
Apr 2009 – Apr 2014 |
11.95%
Aug 2004 – Aug 2014 |
10.57%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart