Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATT Interactive 401(k) Success Sharing Plan Tactical Asset Allocation Moderate | NA | 22.16% | 2.58% | 7.10% | 2.98% | 4.14% | 7.05% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATT Interactive 401(k) Success Sharing 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 (%) | -1.02 | 22.16 | 2.58 | 7.10 | 2.98 | 4.14 | 7.05 | … | … | 0.76 | 5.49 | 13.55 | -13.57 | 7.28 | 17.28 | 4.63 | -16.46 | 12.97 | 1.18 | -3.87 | 0.80 | 16.42 | 7.61 | -0.76 | 4.93 | 27.56 | -0.95 | 21.34 | 17.77 | 14.64 | 9.60 | 12.30 | -8.18 | 0.62 |
| Sharpe Ratio | NA | 0.04 | -0.19 | 0.29 | 0.07 | NA | NA | … | … | 0.09 | -0.11 | 1.22 | -1.07 | 0.71 | 1.91 | 0.49 | -1.07 | 2.36 | 0.19 | -0.75 | 0.12 | 2.41 | 1.22 | -0.09 | 0.43 | 2.50 | -0.30 | 1.47 | 1.42 | 1.82 | 1.08 | 2.21 | -1.89 | -0.56 |
| Standard Deviation(%) | NA | 9.70 | 10.76 | 10.32 | 9.66 | NA | NA | … | … | 7.58 | 9.76 | 7.64 | 13.93 | 10.20 | 8.90 | 6.57 | 16.59 | 5.23 | 5.18 | 5.20 | 6.39 | 6.80 | 6.20 | 8.36 | 11.27 | 10.98 | 6.23 | 12.45 | 10.25 | 6.85 | 8.04 | 5.25 | 4.90 | 3.01 |
| Draw Down(%) | NA | 9.27 | 16.54 | 20.44 | 21.65 | NA | NA | … | … | 0.56 | 9.27 | 6.63 | 17.72 | 6.12 | 5.74 | 4.42 | 21.65 | 4.18 | 5.99 | 7.95 | 6.36 | 4.48 | 5.87 | 7.55 | 9.49 | 4.92 | 7.67 | 10.06 | 14.43 | 6.23 | 7.73 | 3.89 | 9.54 | 3.92 |
| Yield(%) | NA | 2.83 | 4.20 | 4.87 | 3.17 | NA | NA | … | … | NA | 0.56 | 3.14 | 2.89 | 5.98 | 5.10 | 7.23 | 2.19 | 0.05 | 1.04 | 1.98 | 1.99 | 3.20 | 4.78 | 3.25 | 3.85 | 4.19 | 3.39 | 5.77 | 2.22 | 2.44 | 3.24 | 2.02 | 1.63 | 3.81 |
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 |
|---|---|---|---|---|
| ATT Interactive 401(k) Success Sharing Plan Tactical Asset Allocation Moderate |
-3.85%
Oct 2017 – Oct 2020 |
-2.07%
Sep 2017 – Sep 2022 |
1.22%
Oct 2013 – Oct 2023 |
3.37%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATT Interactive 401(k) Success Sharing Plan Tactical Asset Allocation Moderate |
21.92%
Oct 2004 – Oct 2007 |
16.88%
Apr 2005 – Apr 2010 |
12.00%
Jul 2003 – Jul 2013 |
9.38%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart