Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Altera Corporation Savings and Retirement Plan Tactical Asset Allocation Moderate | NA | -5.60% | 5.56% | 3.10% | 5.49% | 5.84% | 8.10% | … | … |
Data as of 05/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Altera Corporation Savings and Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 08/18/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.07 | -5.60 | 5.56 | 3.10 | 5.49 | 5.84 | 8.10 | … | … | -9.32 | 9.02 | 15.44 | 10.40 | -4.92 | 10.41 | 4.27 | -1.90 | -2.33 | 17.97 | 12.67 | -0.82 | 6.01 | 31.64 | -5.08 | 12.97 | 23.14 | 7.50 | 18.59 | 19.17 | 2.82 | 6.98 |
| Sharpe Ratio | NA | -0.37 | 0.46 | 0.28 | 0.61 | NA | NA | … | … | -0.66 | 0.85 | 1.47 | 1.80 | -0.82 | 1.51 | 0.86 | -0.27 | -0.36 | 2.74 | 1.93 | -0.10 | 0.56 | 3.58 | -1.24 | 1.01 | 2.25 | 1.10 | 2.27 | 4.01 | 0.46 | 1.14 |
| Standard Deviation(%) | NA | 13.06 | 11.07 | 9.67 | 8.10 | NA | NA | … | … | 14.86 | 10.62 | 10.35 | 5.00 | 7.61 | 6.50 | 4.74 | 7.17 | 6.54 | 6.55 | 6.52 | 8.26 | 10.54 | 8.81 | 4.85 | 9.91 | 8.84 | 4.85 | 7.79 | 4.61 | 3.77 | 4.09 |
| Draw Down(%) | NA | 18.36 | 18.36 | 18.36 | 18.36 | NA | NA | … | … | 18.36 | 7.38 | 11.59 | 3.40 | 9.90 | 5.15 | 3.44 | 7.98 | 8.33 | 4.60 | 6.60 | 8.99 | 9.68 | 5.40 | 9.81 | 7.64 | 12.38 | 4.23 | 8.88 | 2.40 | 4.95 | 2.77 |
| Yield(%) | NA | 8.31 | 4.79 | 3.41 | 3.40 | NA | NA | … | … | 1.74 | 7.02 | 4.43 | 2.65 | 1.41 | 0.38 | 4.60 | 2.01 | 4.76 | 3.30 | 3.71 | 1.90 | 4.41 | 5.10 | 2.87 | 7.36 | 9.21 | 5.17 | 7.98 | 3.62 | 5.21 | 6.93 |
Data as of 05/31/2022, 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 |
|---|---|---|---|---|
| Altera Corporation Savings and Retirement Plan Tactical Asset Allocation Moderate |
-0.54%
Oct 2017 – Oct 2020 |
0.96%
Dec 2013 – Dec 2018 |
4.25%
Oct 2010 – Oct 2020 |
5.51%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Altera Corporation Savings and Retirement Plan Tactical Asset Allocation Moderate |
19.08%
Oct 2004 – Oct 2007 |
17.21%
Oct 2002 – Oct 2007 |
12.67%
Apr 2003 – Apr 2013 |
10.27%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart