Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Chrysler Financial Employee Managed Retirement Plan Tactical Asset Allocation Moderate | NA | 20.02% | 3.96% | 9.46% | 7.68% | 9.17% | 9.85% | … | … |
Data as of 08/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Chrysler Financial Employee Managed Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/13/2024 |
| 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 (%) | 0.17 | 20.02 | 3.96 | 9.46 | 7.68 | 9.17 | 9.85 | … | … | 15.07 | 14.14 | -16.35 | 18.40 | 17.51 | 19.13 | -2.12 | 10.28 | 8.04 | 1.14 | 6.76 | 13.70 | 13.12 | 3.09 | 14.50 | 26.83 | -1.87 | 6.22 | 20.45 | 7.16 | 16.48 | 19.07 | 5.69 | 0.76 |
| Sharpe Ratio | NA | 1.81 | -0.01 | 0.55 | 0.61 | NA | NA | … | … | 0.94 | 1.18 | -1.29 | 1.83 | 0.86 | 2.89 | -0.36 | 1.99 | 0.88 | 0.12 | 0.94 | 1.85 | 1.75 | 0.20 | 1.29 | 2.16 | -0.29 | 0.30 | 2.09 | 0.70 | 1.94 | 2.53 | 0.89 | -0.29 |
| Standard Deviation(%) | NA | 9.29 | 10.97 | 12.99 | 10.77 | NA | NA | … | … | 9.60 | 8.41 | 13.74 | 10.02 | 19.98 | 6.13 | 9.49 | 4.86 | 8.86 | 9.03 | 7.17 | 7.38 | 7.46 | 14.97 | 11.19 | 12.39 | 9.59 | 10.88 | 8.22 | 7.12 | 8.00 | 7.26 | 5.14 | 5.41 |
| Draw Down(%) | NA | 6.24 | 22.19 | 22.84 | 22.84 | NA | NA | … | … | 6.24 | 6.74 | 22.19 | 4.51 | 22.84 | 2.83 | 12.53 | 2.15 | 7.12 | 8.84 | 6.81 | 6.93 | 5.11 | 12.89 | 7.90 | 4.90 | 8.52 | 6.43 | 6.54 | 4.44 | 9.74 | 5.42 | 4.72 | 5.36 |
| Yield(%) | NA | 5.76 | 4.87 | 4.97 | 6.20 | NA | NA | … | … | 1.23 | 6.20 | 3.35 | 5.31 | 4.11 | 6.69 | 8.65 | 9.72 | 3.63 | 6.58 | 9.61 | 2.58 | 4.92 | 3.91 | 2.13 | 3.05 | 6.62 | 14.84 | 8.51 | 8.06 | 5.85 | 6.12 | 4.91 | 5.97 |
Data as of 08/30/2024, 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 |
|---|---|---|---|---|
| Chrysler Financial Employee Managed Retirement Plan Tactical Asset Allocation Moderate |
2.49%
Apr 2021 – Apr 2024 |
3.41%
Mar 2015 – Mar 2020 |
6.21%
Oct 2013 – Oct 2023 |
7.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Chrysler Financial Employee Managed Retirement Plan Tactical Asset Allocation Moderate |
18.34%
Dec 2018 – Dec 2021 |
15.13%
Nov 2008 – Nov 2013 |
13.21%
Apr 2003 – Apr 2013 |
11.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart