Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUTODESK PRE-TAX SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 16.94% | -1.54% | 4.34% | 3.76% | 5.20% | 6.26% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUTODESK PRE-TAX 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 (%) | -1.36 | 16.94 | -1.54 | 4.34 | 3.76 | 5.20 | 6.26 | … | … | 0.78 | -2.01 | 2.37 | -14.50 | 11.85 | 15.83 | 8.86 | -3.10 | 12.43 | 3.82 | -4.63 | 4.26 | 14.57 | 7.02 | 2.82 | 8.26 | 11.72 | 4.22 | 7.71 | 20.34 | 4.17 | 12.09 | 18.95 | 8.25 | 7.07 |
| Sharpe Ratio | NA | -0.59 | -0.82 | -0.03 | 0.13 | NA | NA | … | … | 0.08 | -0.78 | -0.23 | -1.51 | 1.26 | 1.76 | 1.54 | -0.60 | 2.47 | 0.70 | -0.79 | 0.74 | 2.05 | 1.30 | 0.26 | 0.67 | 1.30 | 0.62 | 0.45 | 2.14 | 0.29 | 1.52 | 3.67 | 1.70 | 1.10 |
| Standard Deviation(%) | NA | 10.89 | 9.94 | 9.66 | 7.93 | NA | NA | … | … | 9.44 | 10.97 | 8.15 | 10.52 | 9.41 | 8.87 | 4.83 | 7.38 | 4.78 | 5.12 | 5.93 | 5.76 | 7.09 | 5.35 | 10.85 | 12.20 | 8.93 | 5.28 | 10.44 | 7.96 | 6.90 | 7.35 | 4.98 | 4.20 | 4.31 |
| Draw Down(%) | NA | 11.25 | 19.09 | 20.65 | 20.65 | NA | NA | … | … | 0.74 | 11.25 | 9.61 | 15.12 | 4.71 | 9.36 | 2.53 | 9.25 | 1.48 | 3.22 | 7.58 | 4.29 | 6.14 | 3.98 | 10.93 | 8.80 | 4.52 | 2.79 | 7.30 | 6.40 | 4.78 | 9.58 | 2.07 | 4.47 | 2.81 |
| Yield(%) | NA | 3.84 | 3.69 | 3.79 | 3.11 | NA | NA | … | … | NA | 0.63 | 3.84 | 3.75 | 2.44 | 4.05 | 4.65 | 2.24 | 0.42 | 3.22 | 2.54 | 3.42 | 4.71 | 3.13 | 3.31 | 3.85 | 4.29 | 4.17 | 5.45 | 6.71 | 4.73 | 3.42 | 4.82 | 4.60 | 7.01 |
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 |
|---|---|---|---|---|
| AUTODESK PRE-TAX SAVINGS PLAN Tactical Asset Allocation Moderate |
-4.99%
Dec 2021 – Dec 2024 |
1.50%
Sep 2018 – Sep 2023 |
2.69%
Dec 2014 – Dec 2024 |
4.21%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUTODESK PRE-TAX SAVINGS PLAN Tactical Asset Allocation Moderate |
14.21%
May 2004 – May 2007 |
13.30%
Oct 2002 – Oct 2007 |
10.72%
Apr 2001 – Apr 2011 |
8.58%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart