Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOSAIC UNION SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.28% | 1.90% | 5.36% | 4.26% | 5.45% | 5.93% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOSAIC UNION 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 (%) | -0.95 | 21.28 | 1.90 | 5.36 | 4.26 | 5.45 | 5.93 | … | … | 0.45 | 3.60 | 13.72 | -14.04 | 12.48 | 10.10 | 9.23 | -4.82 | 11.38 | 5.69 | -6.05 | 2.59 | 14.67 | 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 | -0.18 | -0.28 | 0.21 | 0.26 | NA | NA | … | … | 0.09 | -0.34 | 1.10 | -1.07 | 1.49 | 0.92 | 1.76 | -0.86 | 2.38 | 1.14 | -1.12 | 0.44 | 2.10 | 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 | 8.76 | 10.92 | 10.43 | 8.29 | NA | NA | … | … | 4.50 | 8.82 | 8.60 | 14.37 | 8.38 | 10.74 | 4.43 | 7.11 | 4.51 | 4.81 | 5.42 | 5.88 | 6.97 | 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 | 6.64 | 19.98 | 21.36 | 21.36 | NA | NA | … | … | 0.25 | 6.55 | 8.66 | 20.58 | 4.33 | 14.47 | 2.78 | 10.21 | 2.13 | 3.56 | 8.75 | 5.05 | 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 | 4.42 | 4.75 | 3.75 | 2.78 | NA | NA | … | … | NA | 0.19 | 4.64 | 4.42 | 5.09 | 2.56 | 2.42 | 2.05 | 0.22 | 2.02 | 2.15 | 2.19 | 2.39 | 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 UNION SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.48%
Sep 2019 – Sep 2022 |
0.64%
Sep 2017 – Sep 2022 |
2.66%
Oct 2013 – Oct 2023 |
4.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOSAIC UNION SAVINGS PLAN Tactical Asset Allocation Moderate |
12.34%
Apr 2003 – Apr 2006 |
11.28%
Oct 2002 – Oct 2007 |
9.05%
Apr 2001 – Apr 2011 |
7.56%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart