Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAYFLEX SYSTEMS USA INC. 401(k) PLAN Tactical Asset Allocation Moderate | NA | 19.03% | 2.69% | 5.79% | 4.50% | 4.99% | 9.15% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAYFLEX SYSTEMS USA INC. 401(k) 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 (%) | -0.77 | 19.03 | 2.69 | 5.79 | 4.50 | 4.99 | 9.15 | … | … | 0.77 | 3.98 | 10.11 | -10.58 | 8.73 | 13.32 | 9.43 | -2.61 | 8.92 | 2.21 | 0.10 | 1.25 | 15.22 | 2.93 | -1.61 | 8.78 | 108.90 | -4.37 | 12.32 | 15.38 | 6.47 | 9.70 | 12.96 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.09 | -0.27 | 0.25 | 0.33 | NA | NA | … | … | 0.08 | -0.26 | 0.72 | -1.11 | 0.94 | 1.50 | 1.83 | -0.55 | 1.45 | 0.51 | 0.01 | 0.19 | 2.13 | 0.49 | -0.17 | 0.78 | 1.95 | -1.14 | 1.00 | 1.61 | 0.80 | 1.24 | 2.69 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 9.85 | 9.64 | 9.39 | 7.64 | NA | NA | … | … | 8.56 | 9.88 | 8.11 | 10.75 | 9.25 | 8.70 | 4.39 | 7.15 | 5.70 | 3.95 | 4.98 | 6.37 | 7.11 | 5.91 | 9.51 | 11.21 | 55.86 | 4.63 | 9.32 | 7.53 | 5.40 | 7.08 | 4.56 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.68 | 12.45 | 13.07 | 13.07 | NA | NA | … | … | 0.58 | 6.68 | 6.52 | 13.07 | 4.24 | 10.41 | 3.17 | 7.74 | 4.51 | 3.70 | 4.73 | 6.28 | 5.11 | 7.03 | 9.88 | 11.32 | 5.04 | 8.58 | 6.58 | 9.72 | 4.66 | 5.96 | 3.11 | 0.00 | 0.00 |
| Yield(%) | NA | 6.48 | 7.22 | 6.16 | 4.79 | NA | NA | … | … | NA | 0.58 | 6.70 | 3.28 | 11.45 | 5.16 | 4.63 | 2.47 | 0.15 | 3.13 | 4.89 | 6.12 | 2.13 | 3.41 | 1.55 | 3.83 | 4.90 | 2.51 | 6.41 | 4.15 | 3.10 | 3.18 | 1.80 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| PAYFLEX SYSTEMS USA INC. 401(k) PLAN Tactical Asset Allocation Moderate |
0.78%
Dec 2021 – Dec 2024 |
1.90%
Dec 2013 – Dec 2018 |
3.06%
Oct 2013 – Oct 2023 |
4.46%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAYFLEX SYSTEMS USA INC. 401(k) PLAN Tactical Asset Allocation Moderate |
32.53%
Sep 2006 – Sep 2009 |
24.55%
Apr 2005 – Apr 2010 |
15.07%
Apr 2001 – Apr 2011 |
11.45%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart