Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIEBOLD, INCORPORATED 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 25.97% | 2.46% | 7.72% | 6.60% | 6.30% | 6.66% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIEBOLD, INCORPORATED 401(k) SAVINGS PLAN 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 (%) | -0.99 | 25.97 | 2.46 | 7.72 | 6.60 | 6.30 | 6.66 | … | … | 0.43 | 5.68 | 15.99 | -15.70 | 9.07 | 23.03 | 10.23 | -2.83 | 16.90 | 4.54 | -1.51 | 3.12 | 14.56 | 4.87 | -0.28 | 4.54 | 11.45 | -2.88 | 10.33 | 12.12 | 5.24 | 13.98 | 24.17 | 1.01 | 3.77 |
| Sharpe Ratio | NA | 0.03 | -0.22 | 0.40 | 0.50 | NA | NA | … | … | 0.06 | -0.09 | 1.30 | -1.13 | 0.95 | 2.64 | 1.73 | -0.56 | 2.96 | 0.71 | -0.29 | 0.46 | 2.03 | 0.88 | -0.04 | 0.42 | 1.52 | -0.78 | 0.71 | 1.19 | 0.56 | 1.91 | 4.50 | -0.02 | 0.34 |
| Standard Deviation(%) | NA | 9.81 | 11.66 | 10.71 | 8.66 | NA | NA | … | … | 6.64 | 9.86 | 9.00 | 15.13 | 9.52 | 8.64 | 5.09 | 7.46 | 5.49 | 6.09 | 5.29 | 6.73 | 7.15 | 5.47 | 8.36 | 10.72 | 7.48 | 4.90 | 10.36 | 7.43 | 5.48 | 6.84 | 5.22 | 4.87 | 4.33 |
| Draw Down(%) | NA | 7.34 | 22.01 | 23.09 | 23.09 | NA | NA | … | … | 0.46 | 7.34 | 9.41 | 22.38 | 5.48 | 6.53 | 4.16 | 9.24 | 3.08 | 3.86 | 5.72 | 6.84 | 4.86 | 5.23 | 7.69 | 10.38 | 3.78 | 8.58 | 7.58 | 8.38 | 4.44 | 6.26 | 2.72 | 6.85 | 3.09 |
| Yield(%) | NA | 5.43 | 5.08 | 4.51 | 3.58 | NA | NA | … | … | NA | 0.92 | 5.31 | 3.95 | 5.27 | 5.38 | 3.72 | 2.21 | 0.34 | 3.59 | 2.29 | 3.60 | 0.69 | 2.69 | 3.00 | 2.91 | 3.24 | 3.49 | 5.66 | 6.89 | 3.63 | 3.27 | 4.83 | 5.05 | 7.03 |
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 |
|---|---|---|---|---|
| DIEBOLD, INCORPORATED 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
1.10%
Dec 2021 – Dec 2024 |
2.38%
Sep 2017 – Sep 2022 |
4.53%
Oct 2013 – Oct 2023 |
4.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIEBOLD, INCORPORATED 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
15.11%
Jan 2003 – Jan 2006 |
14.40%
Oct 2002 – Oct 2007 |
8.67%
Apr 2001 – Apr 2011 |
8.21%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart