Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Unum Group 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 8.35% | 5.49% | 2.05% | 3.76% | 6.98% | 7.47% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Unum Group 401(k) Retirement 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 (%) | -0.86 | 8.35 | 5.49 | 2.05 | 3.76 | 6.98 | 7.47 | … | … | 2.92 | 18.45 | -9.64 | 9.51 | 19.74 | 18.71 | -28.50 | 11.18 | 8.76 | -0.82 | 8.62 | 16.98 | 12.89 | 2.32 | 14.99 | 20.83 | 1.46 | 10.27 | 10.85 | 6.76 | 14.24 | 16.38 | 1.00 | 2.16 |
| Sharpe Ratio | NA | 1.45 | 0.36 | 0.69 | 0.28 | NA | NA | … | … | 0.34 | 1.68 | -0.75 | 0.82 | 0.97 | 2.30 | -0.98 | 2.19 | 0.98 | -0.10 | 1.16 | 2.15 | 1.56 | 0.16 | 1.47 | 2.19 | 0.09 | 0.85 | 1.10 | 0.72 | 1.84 | 2.18 | -0.02 | -0.02 |
| Standard Deviation(%) | NA | 8.37 | 11.76 | 13.27 | 14.28 | NA | NA | … | … | 7.75 | 8.46 | 14.67 | 11.58 | 20.03 | 7.51 | 30.50 | 4.81 | 8.70 | 8.54 | 7.41 | 7.89 | 8.22 | 14.27 | 10.15 | 9.48 | 5.77 | 8.55 | 6.87 | 6.40 | 7.23 | 7.18 | 5.83 | 6.66 |
| Draw Down(%) | NA | 5.82 | 18.33 | 23.95 | 35.82 | NA | NA | … | … | 1.52 | 5.82 | 16.70 | 6.24 | 23.95 | 3.80 | 34.88 | 2.51 | 7.24 | 9.06 | 5.10 | 5.39 | 5.66 | 13.67 | 8.56 | 4.27 | 5.01 | 5.85 | 7.42 | 4.64 | 5.72 | 5.66 | 5.30 | 8.63 |
| Yield(%) | NA | 5.00 | 5.89 | 5.89 | 5.90 | NA | NA | … | … | 0.00 | 5.32 | 5.04 | 7.32 | 8.48 | 3.54 | 2.55 | 3.63 | 5.82 | 6.52 | 10.79 | 4.45 | 5.83 | 2.20 | 4.14 | 5.34 | 8.89 | 7.78 | 4.58 | 3.40 | 3.29 | 3.43 | 5.14 | 7.43 |
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 |
|---|---|---|---|---|
| Unum Group 401(k) Retirement Plan Tactical Asset Allocation Moderate |
-6.37%
Mar 2017 – Mar 2020 |
-2.56%
Mar 2015 – Mar 2020 |
3.74%
Sep 2012 – Sep 2022 |
5.76%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Unum Group 401(k) Retirement Plan Tactical Asset Allocation Moderate |
15.89%
Dec 2018 – Dec 2021 |
14.04%
Nov 2008 – Nov 2013 |
11.89%
Mar 2003 – Mar 2013 |
10.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart