Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYSE INC AND SUBSIDIARY COMPANIES EMPLOYEE SAVINGS PLAN MASTER TRUST Tactical Asset Allocation Moderate | NA | 19.84% | 2.25% | 5.94% | 5.49% | 6.13% | 6.75% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYSE INC AND SUBSIDIARY COMPANIES EMPLOYEE SAVINGS PLAN MASTER TRUST 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 (%) | -1.11 | 19.84 | 2.25 | 5.94 | 5.49 | 6.13 | 6.75 | … | … | 0.15 | 10.87 | 11.03 | -11.67 | 8.16 | 12.63 | 11.68 | -3.99 | 14.41 | 6.27 | -0.81 | 1.22 | 16.72 | 6.48 | 2.72 | 6.90 | 14.28 | -0.59 | 10.89 | 11.44 | 5.43 | 10.25 | 15.88 | 3.58 | 6.30 |
| Sharpe Ratio | NA | 0.56 | -0.09 | 0.39 | 0.56 | NA | NA | … | … | 0.01 | 0.47 | 0.88 | -1.48 | 1.03 | 1.39 | 2.22 | -0.79 | 3.31 | 1.29 | -0.18 | 0.23 | 2.59 | 1.07 | 0.40 | 0.69 | 1.92 | -0.35 | 0.88 | 1.20 | 0.63 | 1.39 | 3.24 | 0.71 | 1.04 |
| Standard Deviation(%) | NA | 9.12 | 8.61 | 8.54 | 7.03 | NA | NA | … | … | 8.52 | 9.14 | 7.75 | 8.83 | 7.90 | 8.91 | 4.62 | 6.75 | 4.17 | 4.70 | 4.76 | 5.23 | 6.44 | 6.00 | 6.64 | 9.88 | 7.37 | 4.29 | 8.94 | 6.79 | 5.17 | 6.72 | 4.69 | 3.47 | 3.82 |
| Draw Down(%) | NA | 5.87 | 12.44 | 14.96 | 14.96 | NA | NA | … | … | 0.79 | 5.87 | 5.78 | 13.11 | 4.31 | 9.02 | 3.26 | 9.81 | 1.50 | 3.06 | 4.92 | 6.29 | 4.27 | 5.12 | 4.34 | 8.94 | 3.98 | 7.10 | 7.43 | 7.98 | 4.72 | 6.52 | 2.40 | 3.62 | 2.30 |
| Yield(%) | NA | 3.50 | 3.15 | 2.74 | 2.67 | NA | NA | … | … | NA | 0.64 | 3.56 | 2.52 | 3.26 | 1.67 | 2.86 | 3.24 | 3.45 | 2.51 | 1.81 | 2.14 | 2.90 | 1.91 | 2.80 | 2.75 | 3.13 | 2.99 | 6.96 | 6.61 | 5.01 | 3.41 | 3.48 | 3.81 | 5.42 |
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 |
|---|---|---|---|---|
| NYSE INC AND SUBSIDIARY COMPANIES EMPLOYEE SAVINGS PLAN MASTER TRUST Tactical Asset Allocation Moder |
-0.23%
Apr 2021 – Apr 2024 |
2.90%
Dec 2017 – Dec 2022 |
3.89%
Oct 2013 – Oct 2023 |
5.33%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYSE INC AND SUBSIDIARY COMPANIES EMPLOYEE SAVINGS PLAN MASTER TRUST Tactical Asset Allocation Moder |
11.93%
Apr 2003 – Apr 2006 |
11.35%
Oct 2002 – Oct 2007 |
8.92%
Jul 2003 – Jul 2013 |
8.20%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart