Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Savvis Communication 401K Fidelity Tactical Asset Allocation Moderate | NA | 20.33% | 2.44% | 5.28% | 4.81% | 5.64% | 6.45% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Savvis Communication 401K Fidelity 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 (%) | -0.97 | 20.33 | 2.44 | 5.28 | 4.81 | 5.64 | 6.45 | … | … | 0.42 | 10.53 | 13.07 | -12.01 | 4.38 | 10.76 | 11.84 | -3.55 | 13.17 | 5.64 | -3.39 | 0.13 | 13.61 | 10.00 | 1.81 | 7.66 | 20.70 | -2.38 | 10.97 | 10.65 | 6.93 | 8.44 | 21.66 | 5.28 | 6.97 |
| Sharpe Ratio | NA | 0.56 | -0.03 | 0.29 | 0.43 | NA | NA | … | … | 0.05 | 0.45 | 1.21 | -1.48 | 0.48 | 1.21 | 2.30 | -0.63 | 2.87 | 1.35 | -0.55 | 0.02 | 1.97 | 2.54 | 0.22 | 0.77 | 2.55 | -0.61 | 0.87 | 0.96 | 0.83 | 1.05 | 3.90 | 1.03 | 1.14 |
| Standard Deviation(%) | NA | 8.63 | 8.38 | 8.60 | 7.24 | NA | NA | … | … | 7.90 | 8.67 | 7.29 | 9.02 | 9.13 | 8.68 | 4.53 | 7.72 | 4.37 | 4.02 | 6.24 | 5.61 | 6.90 | 3.92 | 8.25 | 9.82 | 8.08 | 5.38 | 9.13 | 7.68 | 5.73 | 7.14 | 5.38 | 4.04 | 4.08 |
| Draw Down(%) | NA | 5.80 | 11.84 | 16.18 | 16.18 | NA | NA | … | … | 0.56 | 5.80 | 5.70 | 12.62 | 6.31 | 10.57 | 2.35 | 9.22 | 1.83 | 3.54 | 7.94 | 4.89 | 4.84 | 3.44 | 7.44 | 9.25 | 4.47 | 8.04 | 6.90 | 8.78 | 4.17 | 6.38 | 2.76 | 3.67 | 2.76 |
| Yield(%) | NA | 4.32 | 2.87 | 3.45 | 4.01 | NA | NA | … | … | NA | 0.83 | 4.11 | 2.47 | 1.26 | 5.84 | 3.55 | 3.56 | 4.56 | 3.09 | 5.34 | 6.53 | 4.10 | 5.66 | 2.71 | 5.29 | 5.93 | 3.64 | 4.83 | 4.13 | 3.33 | 4.20 | 4.01 | 5.33 | 6.92 |
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 |
|---|---|---|---|---|
| Savvis Communication 401K Fidelity Tactical Asset Allocation Moderate |
0.55%
Oct 2013 – Oct 2016 |
1.87%
Dec 2017 – Dec 2022 |
3.11%
Oct 2013 – Oct 2023 |
4.90%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Savvis Communication 401K Fidelity Tactical Asset Allocation Moderate |
13.22%
Jan 2003 – Jan 2006 |
12.45%
Oct 2002 – Oct 2007 |
10.11%
Apr 2001 – Apr 2011 |
8.37%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart