Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE MEN S WEARHOUSE, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 32.75% | 9.14% | 10.08% | 6.36% | 6.30% | 7.19% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE MEN S WEARHOUSE, INC. 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 (%) | -0.66 | 32.75 | 9.14 | 10.08 | 6.36 | 6.30 | 7.19 | … | … | 0.76 | 19.98 | 20.99 | -9.54 | 5.77 | 14.24 | 9.09 | -2.83 | 7.26 | 2.77 | -0.80 | 1.30 | 14.81 | 4.23 | -0.67 | 8.88 | 18.39 | 0.34 | 9.84 | 12.04 | 6.91 | 11.82 | 18.00 | 3.92 | 8.16 |
| Sharpe Ratio | NA | 1.57 | 0.69 | 0.79 | 0.62 | NA | NA | … | … | 0.08 | 1.41 | 2.10 | -1.08 | 0.60 | 1.60 | 1.83 | -0.58 | 1.21 | 0.63 | -0.17 | 0.25 | 2.26 | 0.78 | -0.08 | 0.82 | 2.17 | -0.11 | 0.76 | 1.19 | 0.83 | 1.35 | 3.10 | 0.57 | 1.09 |
| Standard Deviation(%) | NA | 9.46 | 9.25 | 9.24 | 7.53 | NA | NA | … | … | 9.01 | 9.47 | 7.96 | 10.14 | 9.62 | 8.75 | 4.20 | 7.13 | 5.49 | 4.08 | 4.91 | 5.20 | 6.54 | 5.34 | 8.77 | 10.78 | 8.41 | 5.59 | 8.98 | 7.40 | 5.69 | 8.05 | 5.59 | 4.90 | 5.38 |
| Draw Down(%) | NA | 5.59 | 13.65 | 16.62 | 16.62 | NA | NA | … | … | 0.66 | 5.59 | 4.63 | 14.67 | 5.26 | 10.69 | 3.22 | 8.36 | 5.16 | 3.35 | 5.44 | 5.29 | 4.20 | 5.16 | 9.70 | 9.42 | 4.38 | 5.07 | 6.32 | 8.30 | 4.02 | 6.83 | 2.94 | 4.81 | 4.14 |
| Yield(%) | NA | 15.53 | 10.87 | 8.22 | 5.27 | NA | NA | … | … | NA | 4.48 | 15.00 | 8.65 | 3.53 | 4.74 | 4.34 | 2.99 | 0.52 | 2.59 | 0.97 | 4.27 | 5.17 | 4.42 | 1.63 | 3.85 | 4.54 | 3.88 | 5.28 | 5.37 | 4.16 | 3.73 | 3.39 | 6.42 | 8.32 |
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 |
|---|---|---|---|---|
| THE MEN S WEARHOUSE, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
1.08%
Dec 2013 – Dec 2016 |
1.48%
Dec 2013 – Dec 2018 |
3.52%
Mar 2010 – Mar 2020 |
4.57%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE MEN S WEARHOUSE, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
13.55%
Apr 2003 – Apr 2006 |
12.56%
Oct 2002 – Oct 2007 |
10.35%
Apr 2001 – Apr 2011 |
7.95%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart