Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOSAIC INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 22.30% | 2.67% | 7.38% | 4.80% | 5.73% | 6.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOSAIC INVESTMENT 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 (%) | -0.97 | 22.30 | 2.67 | 7.38 | 4.80 | 5.73 | 6.14 | … | … | 0.37 | 6.09 | 13.89 | -14.31 | 12.49 | 16.27 | 5.96 | -4.18 | 11.96 | 6.38 | -6.39 | 0.65 | 15.07 | 5.81 | 4.60 | 9.09 | 13.65 | -1.52 | 9.66 | 10.89 | 2.64 | 12.52 | 16.65 | 3.51 | 7.99 |
| Sharpe Ratio | NA | 0.05 | -0.23 | 0.39 | 0.36 | NA | NA | … | … | 0.06 | -0.06 | 1.20 | -1.16 | 1.47 | 1.85 | 1.06 | -0.73 | 2.56 | 1.26 | -1.28 | 0.11 | 2.16 | 0.94 | 0.55 | 0.80 | 1.65 | -0.44 | 0.72 | 1.03 | 0.08 | 1.58 | 2.70 | 0.47 | 1.10 |
| Standard Deviation(%) | NA | 8.17 | 10.24 | 9.62 | 7.79 | NA | NA | … | … | 5.42 | 8.19 | 8.01 | 13.53 | 8.50 | 8.68 | 4.29 | 7.49 | 4.43 | 4.89 | 5.02 | 5.95 | 6.96 | 6.12 | 8.35 | 11.30 | 8.22 | 5.59 | 9.29 | 7.43 | 5.95 | 7.34 | 5.91 | 5.14 | 5.15 |
| Draw Down(%) | NA | 5.87 | 19.97 | 20.54 | 20.54 | NA | NA | … | … | 0.38 | 5.76 | 7.76 | 20.30 | 3.65 | 9.36 | 3.61 | 10.10 | 1.74 | 2.66 | 7.79 | 5.65 | 5.11 | 5.31 | 5.48 | 9.57 | 4.43 | 7.71 | 6.69 | 8.27 | 4.30 | 6.23 | 3.37 | 5.17 | 3.88 |
| Yield(%) | NA | 4.75 | 4.80 | 4.24 | 3.11 | NA | NA | … | … | NA | 0.35 | 4.85 | 4.66 | 4.66 | 2.44 | 4.99 | 2.31 | 0.37 | 1.68 | 1.98 | 3.36 | 2.42 | 3.94 | 3.30 | 4.08 | 5.06 | 4.05 | 4.36 | 5.00 | 4.36 | 4.47 | 3.76 | 5.30 | 8.09 |
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 |
|---|---|---|---|---|
| MOSAIC INVESTMENT PLAN Tactical Asset Allocation Moderate |
0.08%
Dec 2013 – Dec 2016 |
1.37%
Aug 2014 – Aug 2019 |
2.91%
Oct 2013 – Oct 2023 |
4.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOSAIC INVESTMENT PLAN Tactical Asset Allocation Moderate |
12.34%
Apr 2003 – Apr 2006 |
11.28%
Oct 2002 – Oct 2007 |
9.05%
Apr 2001 – Apr 2011 |
7.47%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart