Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PolyOne Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 24.41% | 0.16% | 4.18% | 4.01% | 4.91% | 5.86% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PolyOne 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 (%) | -1.03 | 24.41 | 0.16 | 4.18 | 4.01 | 4.91 | 5.86 | … | … | 0.73 | 6.34 | 14.60 | -23.37 | 9.12 | 15.13 | 8.69 | -2.12 | 12.00 | 2.50 | -0.44 | 0.09 | 14.71 | 8.33 | 1.99 | 6.07 | 16.51 | -2.91 | 11.19 | 12.23 | 5.78 | 10.29 | 16.42 | 5.82 | 6.54 |
| Sharpe Ratio | NA | 0.17 | -0.39 | 0.07 | 0.21 | NA | NA | … | … | 0.08 | -0.02 | 1.07 | -1.47 | 0.64 | 1.69 | 1.70 | -0.47 | 2.33 | 0.59 | -0.09 | 0.01 | 2.17 | 1.51 | 0.28 | 0.54 | 2.15 | -0.94 | 0.86 | 1.25 | 0.60 | 1.29 | 2.86 | 1.80 | 1.16 |
| Standard Deviation(%) | NA | 10.18 | 12.70 | 12.40 | 9.51 | NA | NA | … | … | 8.86 | 10.26 | 9.68 | 16.88 | 14.30 | 8.83 | 4.27 | 7.35 | 4.87 | 3.91 | 4.98 | 6.45 | 6.76 | 5.47 | 7.10 | 11.14 | 7.64 | 4.05 | 9.59 | 7.19 | 6.01 | 7.25 | 5.49 | 2.62 | 3.66 |
| Draw Down(%) | NA | 7.23 | 26.14 | 29.16 | 29.16 | NA | NA | … | … | 0.67 | 7.23 | 10.24 | 28.30 | 5.71 | 10.21 | 3.17 | 7.96 | 4.02 | 3.14 | 4.98 | 5.40 | 4.95 | 4.99 | 5.80 | 9.52 | 3.63 | 6.29 | 7.05 | 8.90 | 4.48 | 6.20 | 3.43 | 1.60 | 2.77 |
| Yield(%) | NA | 4.22 | 7.93 | 7.10 | 5.19 | NA | NA | … | … | NA | 0.65 | 4.27 | 2.70 | 16.21 | 5.28 | 7.37 | 3.83 | 0.23 | 2.89 | 5.12 | 3.79 | 2.92 | 3.73 | 1.99 | 3.84 | 4.95 | 2.66 | 6.08 | 5.43 | 3.37 | 3.38 | 3.26 | 5.51 | 6.65 |
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 |
|---|---|---|---|---|
| PolyOne Retirement Savings Plan Tactical Asset Allocation Moderate |
-2.43%
Sep 2019 – Sep 2022 |
-0.72%
Sep 2017 – Sep 2022 |
2.00%
Oct 2013 – Oct 2023 |
3.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PolyOne Retirement Savings Plan Tactical Asset Allocation Moderate |
12.43%
Oct 2004 – Oct 2007 |
11.95%
Oct 2002 – Oct 2007 |
9.24%
Apr 2001 – Apr 2011 |
7.80%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart