Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Alliant Techsystems Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | -1.59% | 0.12% | 4.66% | 4.27% | 6.27% | 6.75% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alliant Techsystems Inc. 401(k) 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 (%) | -0.52 | -1.59 | 0.12 | 4.66 | 4.27 | 6.27 | 6.75 | … | … | 1.81 | 9.60 | -16.72 | 8.64 | 18.84 | 21.18 | -3.98 | 10.57 | 4.17 | -0.51 | 2.08 | 14.71 | 6.37 | 3.44 | 9.66 | 19.28 | -0.35 | 12.23 | 11.04 | 4.17 | 11.50 | 18.63 | 7.07 | 7.44 |
| Sharpe Ratio | NA | 0.37 | -0.15 | 0.62 | 0.55 | NA | NA | … | … | 0.20 | 0.66 | -1.78 | 1.02 | 1.74 | 3.11 | -0.65 | 1.93 | 0.93 | -0.11 | 0.34 | 2.31 | 1.31 | 0.41 | 0.91 | 2.35 | -0.19 | 1.02 | 1.05 | 0.35 | 1.42 | 3.36 | 1.31 | 0.97 |
| Standard Deviation(%) | NA | 8.07 | 8.90 | 8.91 | 7.56 | NA | NA | … | … | 7.61 | 8.13 | 10.20 | 8.46 | 10.71 | 6.35 | 8.13 | 5.14 | 4.24 | 4.99 | 6.12 | 6.34 | 4.81 | 8.31 | 10.51 | 8.17 | 6.71 | 9.04 | 7.37 | 5.72 | 7.41 | 5.33 | 4.56 | 5.27 |
| Draw Down(%) | NA | 7.00 | 20.02 | 20.02 | 20.02 | NA | NA | … | … | 1.47 | 7.00 | 17.33 | 4.81 | 12.49 | 2.80 | 10.92 | 3.80 | 3.51 | 4.34 | 5.73 | 4.92 | 3.60 | 7.68 | 8.88 | 3.60 | 6.64 | 5.82 | 8.06 | 4.28 | 6.08 | 3.05 | 3.10 | 4.10 |
| Yield(%) | NA | 4.24 | 4.19 | 4.26 | 3.51 | NA | NA | … | … | 0.01 | 4.50 | 2.62 | 5.50 | 4.85 | 4.01 | 4.02 | 0.23 | 3.30 | 2.64 | 3.81 | 3.36 | 4.19 | 2.41 | 4.20 | 5.45 | 4.50 | 6.16 | 5.63 | 3.30 | 3.56 | 4.15 | 4.55 | 8.80 |
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 |
|---|---|---|---|---|
| Alliant Techsystems Inc. 401(k) Plan Tactical Asset Allocation Moderate |
-0.28%
Dec 2020 – Dec 2023 |
2.35%
Dec 2013 – Dec 2018 |
4.27%
Oct 2013 – Oct 2023 |
5.93%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alliant Techsystems Inc. 401(k) Plan Tactical Asset Allocation Moderate |
16.09%
Dec 2018 – Dec 2021 |
12.36%
Oct 2002 – Oct 2007 |
10.60%
Apr 2001 – Apr 2011 |
8.66%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart