Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fiserv Inc Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 24.63% | 1.62% | 7.80% | 6.67% | 7.81% | 6.89% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fiserv Inc Savings Plan Strategic Asset Allocation – Optimal 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 (%) | -1.03 | 24.63 | 1.62 | 7.80 | 6.67 | 7.81 | 6.89 | … | … | 0.23 | 9.51 | 11.30 | -15.24 | 8.48 | 22.85 | 20.47 | -4.81 | 13.02 | 5.92 | -1.01 | 3.97 | 15.94 | 12.32 | -0.03 | 14.96 | 22.30 | -24.74 | 8.84 | 9.92 | 8.75 | 13.12 | 23.97 | -6.83 | 2.73 |
| Sharpe Ratio | NA | 0.46 | -0.21 | 0.32 | 0.47 | NA | NA | … | … | 0.02 | 0.34 | 0.80 | -1.12 | 0.82 | 1.22 | 2.59 | -0.63 | 2.81 | 0.80 | -0.13 | 0.59 | 2.13 | 1.61 | 0.00 | 1.21 | 1.29 | -1.16 | 0.60 | 0.83 | 0.95 | 1.51 | 2.60 | -0.67 | 0.04 |
| Standard Deviation(%) | NA | 8.56 | 11.12 | 12.82 | 10.48 | NA | NA | … | … | 7.57 | 8.61 | 8.76 | 14.84 | 10.26 | 18.53 | 7.35 | 9.68 | 4.40 | 7.14 | 7.87 | 6.73 | 7.48 | 7.62 | 14.66 | 12.27 | 17.23 | 22.08 | 9.67 | 7.99 | 6.94 | 8.07 | 8.96 | 11.87 | 11.94 |
| Draw Down(%) | NA | 5.08 | 20.37 | 21.85 | 21.85 | NA | NA | … | … | 0.67 | 4.99 | 8.99 | 21.09 | 6.53 | 20.77 | 3.46 | 12.37 | 2.10 | 4.62 | 7.69 | 4.81 | 6.31 | 5.96 | 14.18 | 9.02 | 17.34 | 35.17 | 6.21 | 8.53 | 4.78 | 7.34 | 7.01 | 16.83 | 14.83 |
| Yield(%) | NA | 3.23 | 3.93 | 3.51 | 2.84 | NA | NA | … | … | NA | 0.98 | 2.57 | 4.11 | 3.76 | 3.57 | 2.23 | 2.34 | 0.37 | 2.61 | 3.50 | 2.20 | 4.42 | 2.89 | 2.13 | 2.13 | 2.75 | 3.40 | 6.25 | 4.28 | 3.30 | 2.67 | 2.13 | 1.70 | 2.95 |
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 |
|---|---|---|---|---|
| Fiserv Inc Savings Plan Strategic Asset Allocation – Optimal Moderate |
-8.19%
Feb 2006 – Feb 2009 |
-1.19%
Feb 2004 – Feb 2009 |
4.85%
Jan 2006 – Jan 2016 |
4.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fiserv Inc Savings Plan Strategic Asset Allocation – Optimal Moderate |
19.20%
Feb 2009 – Feb 2012 |
16.03%
Feb 2009 – Feb 2014 |
10.18%
Feb 2009 – Feb 2019 |
9.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart