Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Farm Credit Foundations Defined Contribution 401K Plan Tactical Asset Allocation Moderate | NA | 32.24% | 10.89% | 11.62% | 7.54% | 7.71% | 7.92% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Farm Credit Foundations Defined Contribution 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 (%) | -0.53 | 32.24 | 10.89 | 11.62 | 7.54 | 7.71 | 7.92 | … | … | 0.55 | 19.80 | 21.64 | -5.59 | 10.28 | 12.45 | 11.45 | -5.04 | 12.04 | 3.38 | -1.51 | 2.59 | 16.28 | 8.57 | 2.23 | 7.54 | 17.26 | -2.70 | 10.06 | 13.94 | 4.96 | 11.08 | 20.97 | 2.74 | 6.98 |
| Sharpe Ratio | NA | 1.81 | 0.88 | 1.02 | 0.81 | NA | NA | … | … | 0.08 | 1.72 | 2.28 | -0.70 | 1.16 | 1.37 | 2.32 | -0.85 | 2.68 | 0.59 | -0.30 | 0.44 | 2.31 | 1.77 | 0.29 | 0.67 | 1.95 | -0.88 | 0.78 | 1.35 | 0.46 | 1.38 | 3.94 | 0.40 | 1.14 |
| Standard Deviation(%) | NA | 7.68 | 8.53 | 8.68 | 7.25 | NA | NA | … | … | 6.47 | 7.70 | 7.62 | 10.02 | 8.86 | 8.92 | 4.33 | 7.45 | 4.25 | 5.39 | 5.21 | 5.91 | 7.05 | 4.81 | 7.69 | 11.19 | 8.81 | 4.10 | 9.11 | 7.90 | 6.11 | 7.33 | 5.15 | 4.08 | 4.09 |
| Draw Down(%) | NA | 5.34 | 11.30 | 11.63 | 11.63 | NA | NA | … | … | 0.35 | 5.34 | 5.03 | 11.49 | 3.76 | 10.79 | 2.84 | 10.68 | 1.28 | 3.40 | 6.85 | 5.99 | 5.11 | 3.44 | 5.92 | 9.57 | 4.77 | 6.36 | 7.45 | 9.63 | 4.46 | 6.89 | 2.09 | 5.48 | 2.77 |
| Yield(%) | NA | 16.63 | 10.32 | 8.49 | 5.91 | NA | NA | … | … | NA | 4.79 | 15.65 | 8.31 | 1.43 | 6.97 | 5.14 | 2.78 | 0.64 | 3.71 | 4.44 | 4.70 | 2.05 | 5.81 | 1.95 | 4.05 | 5.23 | 2.66 | 3.70 | 2.69 | 2.02 | 3.31 | 3.10 | 5.22 | 6.93 |
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 |
|---|---|---|---|---|
| Farm Credit Foundations Defined Contribution 401K Plan Tactical Asset Allocation Moderate |
1.46%
Dec 2013 – Dec 2016 |
2.13%
Dec 2013 – Dec 2018 |
4.74%
Mar 2010 – Mar 2020 |
5.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Farm Credit Foundations Defined Contribution 401K Plan Tactical Asset Allocation Moderate |
14.24%
Apr 2003 – Apr 2006 |
12.81%
Oct 2002 – Oct 2007 |
9.71%
Apr 2003 – Apr 2013 |
8.43%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart