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 Strategic Asset Allocation – Optimal Moderate | NA | 28.83% | 3.00% | 7.76% | 6.28% | 7.69% | 6.64% | … | … |
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 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 (%) | -1.09 | 28.83 | 3.00 | 7.76 | 6.28 | 7.69 | 6.64 | … | … | 0.68 | 12.10 | 11.74 | -12.91 | 1.72 | 26.50 | 17.23 | -5.45 | 8.36 | 2.89 | 2.10 | 3.94 | 16.56 | 14.06 | -1.81 | 16.33 | 26.44 | -22.44 | 6.53 | 9.34 | 7.98 | 10.89 | 22.27 | 1.89 | 11.94 |
| Sharpe Ratio | NA | 0.69 | -0.04 | 0.36 | 0.42 | NA | NA | … | … | 0.06 | 0.56 | 0.83 | -1.04 | 0.17 | 1.42 | 2.38 | -0.75 | 1.49 | 0.33 | 0.25 | 0.64 | 2.48 | 1.80 | -0.13 | 1.44 | 1.46 | -1.04 | 0.38 | 0.87 | 0.76 | 1.24 | 2.58 | 0.07 | 1.03 |
| Standard Deviation(%) | NA | 9.80 | 11.08 | 12.74 | 10.47 | NA | NA | … | … | 10.53 | 9.84 | 8.99 | 13.78 | 9.94 | 18.51 | 6.66 | 9.04 | 5.19 | 8.13 | 8.23 | 6.11 | 6.67 | 7.78 | 14.63 | 11.26 | 18.00 | 22.55 | 9.40 | 6.98 | 7.64 | 8.04 | 8.36 | 11.09 | 9.38 |
| Draw Down(%) | NA | 6.46 | 20.07 | 23.42 | 23.42 | NA | NA | … | … | 0.90 | 6.46 | 8.04 | 20.84 | 6.76 | 20.17 | 2.76 | 12.88 | 4.44 | 7.91 | 7.11 | 5.16 | 5.69 | 6.20 | 15.48 | 8.98 | 17.53 | 35.53 | 6.57 | 5.62 | 4.40 | 5.54 | 5.95 | 12.94 | 8.72 |
| Yield(%) | NA | 4.34 | 4.62 | 4.44 | 4.46 | NA | NA | … | … | NA | 0.80 | 4.19 | 4.25 | 4.48 | 6.20 | 2.73 | 6.20 | 0.56 | 2.51 | 6.10 | 6.82 | 5.03 | 3.83 | 4.72 | 4.75 | 3.12 | 4.24 | 6.50 | 3.98 | 3.71 | 2.55 | 2.22 | 4.02 | 4.69 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.55%
Feb 2006 – Feb 2009 |
-1.41%
Feb 2004 – Feb 2009 |
4.13%
Oct 2013 – Oct 2023 |
4.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENERAL DYNAMICS INFORMATION TECHNOLOGY 401K PLAN Strategic Asset Allocation – Optimal Moderate |
19.97%
Feb 2009 – Feb 2012 |
16.76%
Feb 2009 – Feb 2014 |
9.93%
Feb 2009 – Feb 2019 |
9.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart