Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL GROWTH 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.66% | 2.90% | 7.08% | 6.04% | 7.60% | 8.00% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENERAL GROWTH 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 (%) | -1.26 | 21.66 | 2.90 | 7.08 | 6.04 | 7.60 | 8.00 | … | … | -0.39 | 7.45 | 12.02 | -13.53 | 11.85 | 17.48 | 14.40 | -2.79 | 11.55 | 6.07 | -3.15 | 6.41 | 13.58 | 7.23 | 7.18 | 15.52 | 17.98 | -3.46 | 8.50 | 19.39 | 5.53 | 11.97 | 19.28 | 3.85 | 7.00 |
| Sharpe Ratio | NA | 0.14 | -0.22 | 0.38 | 0.48 | NA | NA | … | … | -0.06 | 0.11 | 0.82 | -1.08 | 1.21 | 1.98 | 2.72 | -0.56 | 2.48 | 1.09 | -0.52 | 1.17 | 1.95 | 1.28 | 0.80 | 1.20 | 1.64 | -0.84 | 0.57 | 2.06 | 0.50 | 1.34 | 3.29 | 0.52 | 1.09 |
| Standard Deviation(%) | NA | 7.68 | 10.65 | 10.14 | 8.23 | NA | NA | … | … | 8.08 | 7.74 | 9.45 | 13.85 | 9.78 | 8.72 | 4.79 | 7.37 | 4.40 | 5.40 | 6.11 | 5.46 | 6.95 | 5.61 | 8.96 | 12.91 | 10.89 | 5.20 | 9.61 | 7.83 | 6.75 | 8.21 | 5.64 | 5.33 | 4.29 |
| Draw Down(%) | NA | 5.25 | 16.53 | 17.87 | 17.87 | NA | NA | … | … | 0.82 | 5.25 | 8.23 | 17.87 | 5.79 | 9.59 | 2.12 | 8.31 | 2.14 | 5.37 | 7.09 | 3.63 | 6.23 | 4.05 | 7.03 | 8.60 | 4.76 | 9.60 | 7.11 | 6.65 | 4.63 | 10.18 | 3.05 | 8.05 | 2.99 |
| Yield(%) | NA | 5.42 | 4.46 | 3.95 | 3.34 | NA | NA | … | … | NA | 0.86 | 5.66 | 3.68 | 3.08 | 2.87 | 4.36 | 3.35 | 0.19 | 4.88 | 2.47 | 2.67 | 3.11 | 4.11 | 3.52 | 3.34 | 3.89 | 2.73 | 4.97 | 5.87 | 4.78 | 3.69 | 5.22 | 3.62 | 6.16 |
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 |
|---|---|---|---|---|
| GENERAL GROWTH 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
0.74%
Apr 2021 – Apr 2024 |
3.46%
Dec 2013 – Dec 2018 |
4.78%
Oct 2013 – Oct 2023 |
6.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENERAL GROWTH 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
15.43%
Jun 2009 – Jun 2012 |
13.71%
Oct 2002 – Oct 2007 |
11.07%
Apr 2003 – Apr 2013 |
9.58%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart
