Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS INFORMATION TECHNOLOGY 401K PLAN Tactical Asset Allocation Moderate | NA | 22.47% | 0.92% | 4.92% | 3.87% | 4.14% | 4.68% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENERAL DYNAMICS INFORMATION TECHNOLOGY 401K 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 (%) | -1.16 | 22.47 | 0.92 | 4.92 | 3.87 | 4.14 | 4.68 | … | … | 0.60 | 8.85 | 6.92 | -14.39 | 7.62 | 12.62 | 5.79 | -2.48 | 9.91 | 4.49 | -2.30 | -4.21 | 14.65 | 6.58 | 1.28 | 2.31 | 13.45 | 0.44 | 9.41 | 8.64 | 1.27 | 8.11 | 16.15 | 8.27 | 6.54 |
| Sharpe Ratio | NA | 0.33 | -0.38 | 0.14 | 0.24 | NA | NA | … | … | 0.04 | 0.20 | 0.37 | -1.72 | 0.84 | 1.33 | 0.95 | -0.51 | 1.68 | 0.99 | -0.44 | -0.60 | 2.18 | 1.36 | 0.12 | 0.21 | 1.75 | -0.12 | 0.71 | 0.79 | -0.13 | 0.98 | 2.48 | 2.10 | 1.16 |
| Standard Deviation(%) | NA | 11.14 | 9.34 | 9.27 | 7.64 | NA | NA | … | … | 12.71 | 11.10 | 7.23 | 9.15 | 9.02 | 9.30 | 4.60 | 7.49 | 5.51 | 4.32 | 5.27 | 7.00 | 6.71 | 4.78 | 10.22 | 10.40 | 7.65 | 3.93 | 9.07 | 6.81 | 7.17 | 7.33 | 6.24 | 3.42 | 3.66 |
| Draw Down(%) | NA | 8.02 | 18.82 | 21.26 | 21.26 | NA | NA | … | … | 1.04 | 7.91 | 6.55 | 14.94 | 4.35 | 10.62 | 3.18 | 8.56 | 4.32 | 2.61 | 4.50 | 6.31 | 5.15 | 3.67 | 10.29 | 11.43 | 4.18 | 3.35 | 5.68 | 6.87 | 4.76 | 6.19 | 3.33 | 1.67 | 2.77 |
| Yield(%) | NA | 5.03 | 5.21 | 4.78 | 3.61 | NA | NA | … | … | NA | 0.80 | 4.81 | 3.04 | 6.96 | 5.18 | 3.99 | 2.83 | 0.30 | 2.45 | 2.82 | 3.22 | 4.61 | 4.30 | 1.84 | 4.23 | 4.41 | 2.90 | 2.45 | 6.07 | 3.24 | 3.70 | 2.71 | 5.68 | 6.65 |
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 |
|---|---|---|---|---|
| GENERAL DYNAMICS INFORMATION TECHNOLOGY 401K PLAN Tactical Asset Allocation Moderate |
-0.78%
Apr 2021 – Apr 2024 |
0.43%
Feb 2018 – Feb 2023 |
1.55%
Oct 2013 – Oct 2023 |
3.05%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENERAL DYNAMICS INFORMATION TECHNOLOGY 401K PLAN Tactical Asset Allocation Moderate |
11.40%
Mar 2001 – Mar 2004 |
9.34%
Oct 2002 – Oct 2007 |
8.02%
Apr 2001 – Apr 2011 |
6.19%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart