Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Farm Bureau 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 15.02% | 1.25% | 5.86% | 4.65% | 5.72% | 7.33% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Farm Bureau 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 (%) | -1.40 | 15.02 | 1.25 | 5.86 | 4.65 | 5.72 | 7.33 | … | … | 0.64 | 0.95 | 13.58 | -14.74 | 14.89 | 11.93 | 9.76 | -3.41 | 14.83 | 4.85 | -6.07 | 4.62 | 12.95 | 5.72 | -3.55 | 14.48 | 23.35 | -10.13 | 20.33 | 16.72 | 14.73 | 11.44 | 22.98 | 0.22 | 6.20 |
| Sharpe Ratio | NA | -0.44 | -0.42 | 0.25 | 0.32 | NA | NA | … | … | 0.06 | -0.64 | 1.19 | -1.50 | 1.53 | 1.43 | 1.77 | -0.61 | 2.65 | 0.88 | -0.97 | 0.79 | 1.89 | 0.93 | -0.30 | 1.04 | 2.09 | -2.52 | 1.47 | 1.47 | 1.88 | 1.16 | 4.22 | -0.18 | 1.07 |
| Standard Deviation(%) | NA | 8.73 | 9.18 | 9.14 | 7.72 | NA | NA | … | … | 9.78 | 8.77 | 7.83 | 10.75 | 9.70 | 8.19 | 4.72 | 7.73 | 5.35 | 5.30 | 6.28 | 5.79 | 6.82 | 6.13 | 12.05 | 13.83 | 11.15 | 4.39 | 11.83 | 9.13 | 6.69 | 9.06 | 5.28 | 4.91 | 3.65 |
| Draw Down(%) | NA | 6.21 | 13.85 | 15.70 | 15.70 | NA | NA | … | … | 0.76 | 6.19 | 7.00 | 15.70 | 4.52 | 10.02 | 3.39 | 10.12 | 2.70 | 4.46 | 10.96 | 4.85 | 4.87 | 5.37 | 12.58 | 9.65 | 4.93 | 10.48 | 9.59 | 11.59 | 5.34 | 10.79 | 2.26 | 8.59 | 3.82 |
| Yield(%) | NA | 4.50 | 3.42 | 3.20 | 2.58 | NA | NA | … | … | NA | 0.78 | 4.29 | 2.68 | 2.61 | 2.72 | 3.49 | 2.60 | 0.18 | 2.81 | 1.79 | 2.19 | 5.43 | 2.88 | 1.79 | 2.51 | 3.42 | 2.97 | 8.53 | 5.19 | 4.55 | 3.28 | 4.82 | 2.43 | 7.07 |
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 |
|---|---|---|---|---|
| Farm Bureau 401(k) Savings Plan Tactical Asset Allocation Moderate |
-0.75%
Dec 2021 – Dec 2024 |
1.85%
Mar 2015 – Mar 2020 |
3.82%
Apr 2010 – Apr 2020 |
4.67%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Farm Bureau 401(k) Savings Plan Tactical Asset Allocation Moderate |
21.35%
Oct 2004 – Oct 2007 |
18.24%
Oct 2002 – Oct 2007 |
11.68%
Apr 2001 – Apr 2011 |
9.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart