Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| T-MOBILE USA INC 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 32.35% | 9.49% | 13.65% | 8.14% | 7.48% | 7.68% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| T-MOBILE USA INC 401K RETIREMENT 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 (%) | -0.79 | 32.35 | 9.49 | 13.65 | 8.14 | 7.48 | 7.68 | … | … | 0.67 | 15.97 | 21.70 | -10.37 | 15.85 | 22.38 | 11.13 | -2.40 | 7.97 | 5.47 | -5.60 | -2.29 | 18.45 | 8.21 | 0.32 | 5.56 | 16.14 | -1.66 | 8.54 | 12.59 | 4.90 | 10.26 | 21.47 | 2.73 | 8.01 |
| Sharpe Ratio | NA | 0.70 | 0.45 | 0.94 | 0.71 | NA | NA | … | … | 0.01 | 1.03 | 2.20 | -1.15 | 1.70 | 2.43 | 2.07 | -0.47 | 1.35 | 1.24 | -0.91 | -0.36 | 2.54 | 1.90 | 0.03 | 0.57 | 2.84 | -0.46 | 0.61 | 1.23 | 0.46 | 1.41 | 3.33 | 0.32 | 1.12 |
| Standard Deviation(%) | NA | 14.81 | 11.35 | 10.56 | 8.55 | NA | NA | … | … | 93.07 | 9.07 | 7.92 | 10.22 | 9.29 | 9.11 | 4.71 | 7.98 | 5.43 | 4.23 | 6.22 | 6.48 | 7.24 | 4.28 | 8.55 | 9.54 | 5.64 | 5.63 | 9.10 | 7.60 | 5.89 | 6.60 | 6.25 | 5.00 | 5.11 |
| Draw Down(%) | NA | 15.28 | 15.28 | 15.89 | 15.89 | NA | NA | … | … | 7.51 | 9.05 | 5.23 | 14.17 | 5.29 | 8.88 | 2.54 | 9.05 | 4.60 | 2.23 | 9.19 | 6.90 | 4.68 | 4.18 | 9.62 | 8.96 | 2.48 | 7.79 | 7.24 | 9.07 | 4.82 | 6.74 | 3.21 | 5.66 | 3.90 |
| Yield(%) | NA | 14.96 | 12.55 | 9.43 | 6.14 | NA | NA | … | … | NA | 4.45 | 14.42 | 7.49 | 11.43 | 4.34 | 5.99 | 3.87 | 0.38 | 3.83 | 2.77 | 2.96 | 2.99 | 5.72 | 3.08 | 5.17 | 5.78 | 3.93 | 3.70 | 5.60 | 4.04 | 5.07 | 3.85 | 5.13 | 7.93 |
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 |
|---|---|---|---|---|
| T-MOBILE USA INC 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.91%
Dec 2013 – Dec 2016 |
0.50%
Dec 2013 – Dec 2018 |
3.76%
Mar 2010 – Mar 2020 |
5.26%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T-MOBILE USA INC 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
16.36%
Dec 2018 – Dec 2021 |
14.67%
Nov 2019 – Nov 2024 |
9.37%
Apr 2001 – Apr 2011 |
7.69%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart