Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fujitsu Ten Corp. Of America 401(k) Shared Savings Plan Tactical Asset Allocation Moderate | NA | 11.39% | 0.13% | 4.28% | 2.80% | 4.95% | 7.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fujitsu Ten Corp. Of America 401(k) Shared Savings 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 (%) | -1.30 | 11.39 | 0.13 | 4.28 | 2.80 | 4.95 | 7.14 | … | … | -0.38 | -0.21 | 7.51 | -12.04 | 14.36 | 15.10 | 3.42 | -6.21 | 7.37 | 3.39 | -5.39 | 1.80 | 15.52 | 10.64 | -1.58 | 16.06 | 27.75 | -3.53 | 20.19 | 19.05 | 9.15 | 14.95 | 25.31 | 7.24 | 6.06 |
| Sharpe Ratio | NA | -0.66 | -0.68 | 0.22 | 0.09 | NA | NA | … | … | -0.05 | -0.74 | 0.50 | -1.56 | 1.53 | 1.70 | 0.36 | -1.17 | 1.52 | 0.60 | -0.88 | 0.29 | 2.31 | 1.88 | -0.17 | 1.15 | 2.69 | -0.85 | 1.49 | 2.04 | 1.09 | 1.66 | 5.24 | 1.30 | 0.86 |
| Standard Deviation(%) | NA | 9.07 | 8.18 | 8.55 | 7.25 | NA | NA | … | … | 9.38 | 9.15 | 6.51 | 8.59 | 9.34 | 8.74 | 5.63 | 6.45 | 4.44 | 5.35 | 6.18 | 6.12 | 6.71 | 5.63 | 9.62 | 13.88 | 10.27 | 5.24 | 11.57 | 7.72 | 6.39 | 8.42 | 4.70 | 4.73 | 4.34 |
| Draw Down(%) | NA | 8.09 | 14.12 | 15.57 | 17.06 | NA | NA | … | … | 1.15 | 8.09 | 6.54 | 13.04 | 5.42 | 12.44 | 3.70 | 11.55 | 2.54 | 6.48 | 8.69 | 6.94 | 6.18 | 4.35 | 10.31 | 10.88 | 4.68 | 7.09 | 9.53 | 7.55 | 5.14 | 9.45 | 1.71 | 6.31 | 3.48 |
| Yield(%) | NA | 4.49 | 3.80 | 4.41 | 3.64 | NA | NA | … | … | NA | 0.94 | 4.41 | 2.54 | 3.53 | 7.10 | 3.75 | 2.85 | 0.49 | 2.53 | 5.11 | 3.42 | 3.53 | 4.63 | 2.29 | 4.46 | 4.38 | 2.98 | 8.35 | 5.42 | 3.87 | 3.47 | 4.84 | 6.08 | 7.43 |
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 |
|---|---|---|---|---|
| Fujitsu Ten Corp. Of America 401(k) Shared Savings Plan Tactical Asset Allocation Moderate |
-1.91%
Dec 2021 – Dec 2024 |
-0.96%
Mar 2015 – Mar 2020 |
2.11%
Oct 2013 – Oct 2023 |
4.30%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fujitsu Ten Corp. Of America 401(k) Shared Savings Plan Tactical Asset Allocation Moderate |
19.39%
Oct 2004 – Oct 2007 |
18.71%
Oct 2002 – Oct 2007 |
14.53%
Apr 2001 – Apr 2011 |
10.71%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart