Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Times Mirror Savings Plus Plan Tactical Asset Allocation Moderate | NA | 23.07% | 0.61% | 5.75% | 4.74% | 5.53% | 5.99% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Times Mirror Savings Plus 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 (%) | -1.04 | 23.07 | 0.61 | 5.75 | 4.74 | 5.53 | 5.99 | … | … | 0.53 | 6.42 | 14.58 | -18.61 | 9.72 | 16.03 | 10.11 | -2.68 | 9.02 | 5.08 | -1.05 | 1.28 | 17.31 | 3.49 | 4.82 | 6.03 | 14.13 | -0.08 | 8.79 | 10.37 | 3.68 | 6.57 | 16.09 | 1.25 | 7.53 |
| Sharpe Ratio | NA | 0.16 | -0.29 | 0.23 | 0.34 | NA | NA | … | … | 0.07 | -0.02 | 1.18 | -1.30 | 1.12 | 1.89 | 1.99 | -0.55 | 1.93 | 1.04 | -0.20 | 0.22 | 2.44 | 0.55 | 0.64 | 0.57 | 1.85 | -0.21 | 0.63 | 0.93 | 0.27 | 0.76 | 2.84 | 0.03 | 1.17 |
| Standard Deviation(%) | NA | 9.02 | 11.51 | 10.44 | 8.27 | NA | NA | … | … | 6.89 | 9.11 | 8.79 | 15.40 | 8.68 | 8.38 | 4.38 | 7.20 | 4.34 | 4.67 | 5.28 | 5.80 | 7.07 | 6.20 | 7.48 | 10.33 | 7.59 | 4.86 | 9.15 | 7.60 | 5.60 | 7.37 | 5.43 | 4.59 | 4.46 |
| Draw Down(%) | NA | 6.22 | 22.94 | 25.32 | 25.32 | NA | NA | … | … | 0.56 | 6.22 | 9.51 | 24.37 | 4.61 | 9.04 | 2.82 | 8.11 | 2.96 | 4.38 | 5.09 | 5.39 | 5.04 | 6.52 | 5.14 | 9.63 | 4.50 | 7.10 | 6.71 | 9.05 | 4.44 | 6.88 | 2.82 | 5.28 | 2.86 |
| Yield(%) | NA | 3.57 | 4.30 | 3.82 | 2.90 | NA | NA | … | … | NA | 0.81 | 3.32 | 2.21 | 6.81 | 3.15 | 3.58 | 2.26 | 0.36 | 3.14 | 1.83 | 2.07 | 2.81 | 2.48 | 3.61 | 2.40 | 3.64 | 3.69 | 4.62 | 6.16 | 4.32 | 2.33 | 3.12 | 4.33 | 6.59 |
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 |
|---|---|---|---|---|
| Times Mirror Savings Plus Plan Tactical Asset Allocation Moderate |
-0.25%
Apr 2021 – Apr 2024 |
0.62%
Sep 2017 – Sep 2022 |
2.93%
Oct 2013 – Oct 2023 |
4.13%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Times Mirror Savings Plus Plan Tactical Asset Allocation Moderate |
11.92%
Dec 2018 – Dec 2021 |
9.99%
Oct 2002 – Oct 2007 |
7.99%
Jul 2003 – Jul 2013 |
7.22%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart