Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sprint Nextel 401K Plan Tactical Asset Allocation Moderate | NA | 17.91% | 1.13% | 6.59% | 4.05% | 4.59% | 5.64% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sprint Nextel 401K 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 (%) | -1.24 | 17.91 | 1.13 | 6.59 | 4.05 | 4.59 | 5.64 | … | … | 1.05 | 7.03 | 6.17 | -12.34 | 18.72 | 14.23 | 5.77 | -4.65 | 5.82 | 9.08 | -6.15 | -1.14 | 16.64 | 5.64 | 1.95 | 4.29 | 12.84 | 3.97 | 9.26 | 12.04 | 3.88 | 12.61 | 23.65 | 1.28 | 2.95 |
| Sharpe Ratio | NA | 0.24 | -0.35 | 0.36 | 0.29 | NA | NA | … | … | 0.09 | 0.04 | 0.27 | -1.49 | 1.41 | 1.23 | 1.00 | -0.82 | 0.96 | 2.04 | -1.12 | -0.20 | 2.27 | 1.21 | 0.22 | 0.43 | 2.05 | 0.80 | 0.69 | 1.12 | 0.31 | 1.61 | 4.00 | 0.07 | 0.35 |
| Standard Deviation(%) | NA | 10.37 | 9.01 | 10.51 | 8.39 | NA | NA | … | … | 11.21 | 10.38 | 7.23 | 9.23 | 13.25 | 11.38 | 4.37 | 7.25 | 5.41 | 4.35 | 5.52 | 5.82 | 7.33 | 4.62 | 8.68 | 9.71 | 6.22 | 3.80 | 9.14 | 7.86 | 5.62 | 7.25 | 5.74 | 2.26 | 1.85 |
| Draw Down(%) | NA | 7.43 | 15.73 | 17.41 | 17.41 | NA | NA | … | … | 0.93 | 7.43 | 6.25 | 13.82 | 6.27 | 12.40 | 3.69 | 10.02 | 3.20 | 3.10 | 7.97 | 5.47 | 4.29 | 4.40 | 8.58 | 9.84 | 2.91 | 2.35 | 7.34 | 10.01 | 4.80 | 7.37 | 2.90 | 3.00 | 0.93 |
| Yield(%) | NA | 3.68 | 5.24 | 4.54 | 3.60 | NA | NA | … | … | NA | 0.85 | 3.70 | 2.45 | 9.49 | 4.61 | 4.29 | 2.34 | 0.33 | 3.17 | 2.21 | 3.83 | 2.41 | 3.06 | 1.98 | 3.94 | 4.95 | 2.93 | 4.42 | 4.91 | 4.85 | 4.07 | 4.24 | 1.70 | 2.99 |
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 |
|---|---|---|---|---|
| Sprint Nextel 401K Plan Tactical Asset Allocation Moderate |
-0.13%
Dec 2021 – Dec 2024 |
0.28%
Feb 2014 – Feb 2019 |
2.45%
Oct 2013 – Oct 2023 |
4.36%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sprint Nextel 401K Plan Tactical Asset Allocation Moderate |
14.61%
Apr 2003 – Apr 2006 |
12.79%
Oct 2002 – Oct 2007 |
9.21%
Mar 2003 – Mar 2013 |
7.59%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart