Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADC Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 18.36% | 2.70% | 6.78% | 5.20% | 6.10% | 6.50% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADC Retirement 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 (%) | -0.79 | 18.36 | 2.70 | 6.78 | 5.20 | 6.10 | 6.50 | … | … | 0.51 | 7.27 | 12.62 | -9.84 | 7.39 | 16.11 | 9.77 | -3.04 | 12.81 | 3.19 | -2.25 | 1.66 | 14.83 | 5.63 | 3.79 | 8.68 | 19.83 | -2.53 | 5.38 | 14.68 | 2.18 | 9.25 | 16.74 | 4.73 | 7.79 |
| Sharpe Ratio | NA | 0.31 | -0.06 | 0.41 | 0.47 | NA | NA | … | … | 0.10 | 0.09 | 1.06 | -0.85 | 0.86 | 1.85 | 1.85 | -0.64 | 2.61 | 0.62 | -0.47 | 0.29 | 2.08 | 0.95 | 0.50 | 0.74 | 2.41 | -1.23 | 0.26 | 1.49 | 0.00 | 1.05 | 2.99 | 0.88 | 1.87 |
| Standard Deviation(%) | NA | 7.70 | 9.95 | 9.44 | 7.61 | NA | NA | … | … | 4.70 | 7.83 | 7.87 | 13.22 | 8.56 | 8.59 | 4.51 | 6.77 | 4.68 | 4.80 | 4.83 | 5.60 | 7.11 | 5.90 | 7.57 | 11.54 | 8.21 | 2.81 | 9.20 | 7.67 | 5.88 | 7.91 | 5.36 | 4.12 | 2.93 |
| Draw Down(%) | NA | 4.03 | 15.01 | 17.31 | 17.31 | NA | NA | … | … | 0.26 | 4.03 | 7.53 | 15.95 | 4.77 | 11.63 | 3.02 | 8.25 | 1.55 | 4.25 | 5.76 | 5.22 | 4.63 | 5.90 | 5.00 | 10.26 | 4.44 | 5.33 | 6.78 | 8.50 | 5.20 | 6.42 | 3.12 | 4.49 | 1.58 |
| Yield(%) | NA | 2.67 | 2.23 | 2.77 | 2.22 | NA | NA | … | … | NA | 0.72 | 2.87 | 1.15 | 2.43 | 3.41 | 3.22 | 2.19 | 0.42 | 2.34 | 0.96 | 3.16 | 1.21 | 2.61 | 3.14 | 2.60 | 3.75 | 1.94 | 4.16 | 6.51 | 3.25 | 3.75 | 3.31 | 4.80 | 5.61 |
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 |
|---|---|---|---|---|
| ADC Retirement Savings Plan Tactical Asset Allocation Moderate |
0.84%
Dec 2013 – Dec 2016 |
2.32%
Dec 2013 – Dec 2018 |
3.80%
Oct 2013 – Oct 2023 |
4.90%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADC Retirement Savings Plan Tactical Asset Allocation Moderate |
11.93%
Feb 2009 – Feb 2012 |
10.81%
Feb 2009 – Feb 2014 |
8.98%
Apr 2001 – Apr 2011 |
7.55%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart