Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schneider National Inc 401K Savings Retirement Plan Tactical Asset Allocation Moderate | NA | 23.27% | -1.69% | 3.48% | 3.92% | 5.67% | 6.52% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schneider National Inc 401K Savings Retirement 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 (%) | -0.96 | 23.27 | -1.69 | 3.48 | 3.92 | 5.67 | 6.52 | … | … | -0.38 | 2.27 | 11.78 | -19.68 | 5.91 | 15.77 | 12.12 | -2.99 | 8.86 | 4.31 | -1.93 | 3.41 | 14.65 | 9.46 | 3.39 | 11.53 | 19.66 | -5.37 | 9.25 | 20.48 | 3.48 | 10.76 | 17.58 | 4.11 | 6.43 |
| Sharpe Ratio | NA | -0.41 | -0.47 | -0.02 | 0.15 | NA | NA | … | … | -0.04 | -0.43 | 0.71 | -1.33 | 0.57 | 1.78 | 2.01 | -0.58 | 1.17 | 0.85 | -0.31 | 0.60 | 2.04 | 1.64 | 0.37 | 0.85 | 2.13 | -0.93 | 0.67 | 2.22 | 0.20 | 1.32 | 3.55 | 0.65 | 0.81 |
| Standard Deviation(%) | NA | 9.96 | 12.40 | 11.39 | 9.19 | NA | NA | … | … | 10.17 | 10.01 | 10.62 | 15.82 | 10.36 | 8.71 | 5.32 | 7.44 | 7.01 | 4.86 | 6.35 | 5.70 | 7.18 | 5.74 | 9.19 | 13.46 | 9.17 | 6.77 | 9.40 | 7.75 | 6.68 | 7.41 | 4.76 | 4.64 | 5.07 |
| Draw Down(%) | NA | 10.56 | 21.10 | 26.61 | 26.61 | NA | NA | … | … | 1.12 | 10.22 | 10.75 | 23.61 | 6.78 | 10.74 | 2.48 | 9.80 | 5.72 | 3.57 | 7.53 | 5.21 | 6.97 | 5.08 | 8.55 | 9.86 | 4.07 | 12.03 | 6.33 | 5.13 | 4.49 | 9.55 | 2.53 | 6.75 | 2.30 |
| Yield(%) | NA | 3.57 | 5.81 | 5.14 | 4.38 | NA | NA | … | … | NA | 0.52 | 3.76 | 7.46 | 5.03 | 5.11 | 3.66 | 4.04 | 0.04 | 4.16 | 5.14 | 4.64 | 3.50 | 5.00 | 2.29 | 4.85 | 4.42 | 4.01 | 4.60 | 7.28 | 6.37 | 5.26 | 5.38 | 5.39 | 6.73 |
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 |
|---|---|---|---|---|
| Schneider National Inc 401K Savings Retirement Plan Tactical Asset Allocation Moderate |
-3.51%
Apr 2021 – Apr 2024 |
0.11%
Sep 2017 – Sep 2022 |
2.23%
Oct 2013 – Oct 2023 |
4.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schneider National Inc 401K Savings Retirement Plan Tactical Asset Allocation Moderate |
13.80%
Oct 2004 – Oct 2007 |
13.04%
Oct 2002 – Oct 2007 |
10.42%
Apr 2001 – Apr 2011 |
8.86%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart