Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Third Federal Savings 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 18.24% | 0.97% | 4.86% | 4.26% | 5.07% | 5.99% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Third Federal Savings 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 (%) | -0.61 | 18.24 | 0.97 | 4.86 | 4.26 | 5.07 | 5.99 | … | … | 0.99 | 7.84 | 15.06 | -15.23 | 4.44 | 13.20 | 8.07 | -0.85 | 10.59 | 2.41 | -0.82 | -0.66 | 17.26 | 1.62 | 4.54 | 8.44 | 14.08 | -1.67 | 9.81 | 12.91 | 7.27 | 9.49 | 16.50 | -12.13 | 2.31 |
| Sharpe Ratio | NA | 0.33 | -0.14 | 0.23 | 0.35 | NA | NA | … | … | 0.07 | 0.12 | 1.41 | -1.78 | 0.44 | 1.60 | 1.71 | -0.27 | 1.92 | 0.53 | -0.18 | -0.11 | 2.39 | 0.21 | 0.55 | 0.76 | 1.86 | -0.61 | 0.72 | 1.26 | 0.83 | 1.06 | 2.60 | -1.50 | 0.01 |
| Standard Deviation(%) | NA | 9.99 | 9.08 | 9.12 | 7.50 | NA | NA | … | … | 12.45 | 9.97 | 7.65 | 9.35 | 10.09 | 8.12 | 3.89 | 8.01 | 5.20 | 4.18 | 4.86 | 6.36 | 7.20 | 7.35 | 8.14 | 10.96 | 7.51 | 4.27 | 9.41 | 7.63 | 6.17 | 8.09 | 6.09 | 8.83 | 0.05 |
| Draw Down(%) | NA | 6.05 | 14.74 | 18.42 | 18.42 | NA | NA | … | … | 1.04 | 6.05 | 6.31 | 15.90 | 5.55 | 6.74 | 3.64 | 7.58 | 2.61 | 3.66 | 4.40 | 7.15 | 4.51 | 9.99 | 5.64 | 8.98 | 3.69 | 5.08 | 7.38 | 9.98 | 4.89 | 7.25 | 2.66 | 14.25 | 0.00 |
| Yield(%) | NA | 4.66 | 4.73 | 4.32 | 3.72 | NA | NA | … | … | NA | 0.55 | 4.68 | 2.52 | 6.72 | 4.09 | 4.01 | 3.91 | 0.13 | 3.41 | 2.08 | 5.99 | 3.95 | 2.92 | 2.70 | 2.26 | 3.26 | 3.10 | 6.41 | 5.08 | 2.30 | 3.54 | 1.35 | 0.80 | 2.31 |
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 |
|---|---|---|---|---|
| Third Federal Savings 401(k) Savings Plan Tactical Asset Allocation Moderate |
-0.37%
Apr 2021 – Apr 2024 |
1.22%
Oct 2017 – Oct 2022 |
2.67%
Oct 2013 – Oct 2023 |
3.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Third Federal Savings 401(k) Savings Plan Tactical Asset Allocation Moderate |
13.61%
Apr 2003 – Apr 2006 |
11.61%
Oct 2002 – Oct 2007 |
8.82%
Apr 2003 – Apr 2013 |
7.59%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart