Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HARRIS CORPORATION RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 34.66% | 9.88% | 10.83% | 6.47% | 5.88% | 6.33% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HARRIS CORPORATION RETIREMENT 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 (%) | -0.81 | 34.66 | 9.88 | 10.83 | 6.47 | 5.88 | 6.33 | … | … | 0.52 | 23.18 | 18.80 | -7.64 | 7.24 | 14.84 | 6.84 | -3.17 | 10.86 | 4.95 | -5.31 | 0.26 | 13.53 | 3.36 | 0.72 | 2.62 | 7.70 | 1.38 | 8.23 | 14.59 | 4.04 | 11.90 | 17.65 | 5.83 | 6.29 |
| Sharpe Ratio | NA | 2.04 | 0.83 | 0.95 | 0.69 | NA | NA | … | … | 0.05 | 1.90 | 2.00 | -0.99 | 0.81 | 1.62 | 1.20 | -0.59 | 2.24 | 1.06 | -0.98 | 0.04 | 1.91 | 0.60 | 0.06 | 0.23 | 0.88 | 0.07 | 0.52 | 1.42 | 0.32 | 1.38 | 2.81 | 1.37 | 1.11 |
| Standard Deviation(%) | NA | 8.72 | 8.46 | 8.66 | 7.24 | NA | NA | … | … | 8.44 | 8.75 | 7.26 | 9.15 | 8.88 | 9.02 | 4.54 | 7.61 | 4.57 | 4.48 | 5.43 | 6.03 | 7.07 | 5.49 | 11.22 | 10.90 | 8.63 | 6.35 | 9.98 | 8.00 | 5.93 | 7.93 | 6.03 | 3.44 | 3.59 |
| Draw Down(%) | NA | 5.35 | 12.41 | 13.16 | 13.16 | NA | NA | … | … | 0.58 | 5.35 | 4.39 | 12.55 | 4.41 | 9.15 | 4.24 | 9.14 | 1.63 | 3.16 | 6.69 | 5.29 | 5.29 | 4.49 | 11.59 | 11.31 | 4.70 | 6.84 | 7.20 | 9.54 | 4.01 | 7.48 | 3.27 | 1.66 | 2.24 |
| Yield(%) | NA | 14.61 | 9.30 | 6.71 | 4.60 | NA | NA | … | … | NA | 4.69 | 13.39 | 6.95 | 1.95 | 2.69 | 4.81 | 2.58 | 0.50 | 2.91 | 1.64 | 3.41 | 1.69 | 2.46 | 1.97 | 2.66 | 4.02 | 4.14 | 2.90 | 2.86 | 2.63 | 2.39 | 3.80 | 4.70 | 5.37 |
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 |
|---|---|---|---|---|
| HARRIS CORPORATION RETIREMENT PLAN Tactical Asset Allocation Moderate |
-0.12%
Dec 2013 – Dec 2016 |
1.20%
Feb 2014 – Feb 2019 |
2.74%
Mar 2010 – Mar 2020 |
3.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARRIS CORPORATION RETIREMENT PLAN Tactical Asset Allocation Moderate |
13.11%
Apr 2003 – Apr 2006 |
12.27%
Oct 2002 – Oct 2007 |
8.41%
Apr 2001 – Apr 2011 |
6.50%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart