Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Associated Press 401k Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 19.52% | -1.08% | 4.51% | 2.81% | 3.71% | 5.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Associated Press 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 (%) | -1.26 | 19.52 | -1.08 | 4.51 | 2.81 | 3.71 | 5.14 | … | … | 0.43 | 4.63 | 5.12 | -16.47 | 7.46 | 17.92 | 3.70 | -4.27 | 6.99 | 8.46 | -6.47 | -1.20 | 13.29 | 7.84 | 1.98 | 3.20 | 15.12 | 1.62 | 11.60 | 12.05 | 5.92 | 10.00 | 16.72 | 7.85 | 7.52 |
| Sharpe Ratio | NA | -0.08 | -0.71 | 0.07 | 0.09 | NA | NA | … | … | 0.05 | -0.22 | 0.13 | -1.78 | 0.80 | 1.99 | 0.50 | -0.76 | 1.40 | 1.82 | -1.22 | -0.22 | 1.94 | 1.63 | 0.22 | 0.35 | 2.54 | 0.12 | 0.93 | 1.08 | 0.60 | 1.26 | 2.79 | 1.47 | 1.09 |
| Standard Deviation(%) | NA | 9.03 | 8.77 | 8.93 | 7.37 | NA | NA | … | … | 8.05 | 9.06 | 6.89 | 10.03 | 9.34 | 8.88 | 4.58 | 7.34 | 4.55 | 4.54 | 5.33 | 5.62 | 6.83 | 4.78 | 9.04 | 8.83 | 5.90 | 5.62 | 9.27 | 8.12 | 6.20 | 7.17 | 5.74 | 4.58 | 4.78 |
| Draw Down(%) | NA | 8.45 | 20.25 | 22.07 | 22.07 | NA | NA | … | … | 0.64 | 8.39 | 6.47 | 17.02 | 4.82 | 9.07 | 3.74 | 10.30 | 4.16 | 2.56 | 7.70 | 5.39 | 4.75 | 4.40 | 9.01 | 8.62 | 2.71 | 3.70 | 6.97 | 10.09 | 4.37 | 6.69 | 4.05 | 2.21 | 3.68 |
| Yield(%) | NA | 4.12 | 4.56 | 4.04 | 3.09 | NA | NA | … | … | NA | 0.83 | 3.79 | 3.78 | 5.40 | 2.58 | 4.52 | 2.21 | 0.31 | 2.53 | 1.86 | 3.47 | 1.94 | 4.16 | 2.48 | 3.70 | 5.69 | 4.80 | 3.87 | 4.91 | 3.35 | 3.02 | 3.71 | 5.73 | 6.78 |
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 |
|---|---|---|---|---|
| Associated Press 401k Retirement Savings Plan Tactical Asset Allocation Moderate |
-3.38%
Apr 2021 – Apr 2024 |
0.08%
Sep 2018 – Sep 2023 |
1.13%
Oct 2013 – Oct 2023 |
3.15%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Associated Press 401k Retirement Savings Plan Tactical Asset Allocation Moderate |
12.72%
Apr 2003 – Apr 2006 |
12.14%
Oct 2002 – Oct 2007 |
9.68%
Apr 2001 – Apr 2011 |
7.31%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart