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 Strategic Asset Allocation – Optimal Moderate | NA | 35.40% | 13.54% | 14.32% | 9.85% | 9.58% | 7.90% | … | … |
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 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 (%) | -0.68 | 35.40 | 13.54 | 14.32 | 9.85 | 9.58 | 7.90 | … | … | 0.62 | 24.61 | 21.51 | -1.16 | 6.77 | 20.63 | 19.33 | -3.59 | 9.77 | 7.34 | -0.02 | 4.38 | 16.28 | 10.11 | -3.46 | 14.50 | 20.44 | -25.27 | 6.63 | 11.15 | 7.34 | 12.97 | 23.01 | -6.90 | -0.63 |
| Sharpe Ratio | NA | 2.58 | 1.13 | 0.96 | 0.84 | NA | NA | … | … | 0.08 | 2.41 | 2.22 | -0.21 | 0.71 | 1.06 | 2.31 | -0.52 | 2.13 | 0.84 | -0.01 | 0.65 | 2.32 | 1.22 | -0.22 | 1.12 | 1.08 | -1.11 | 0.37 | 1.07 | 0.80 | 1.63 | 2.39 | -0.63 | -0.28 |
| Standard Deviation(%) | NA | 7.39 | 9.38 | 12.06 | 10.22 | NA | NA | … | … | 6.81 | 7.46 | 7.78 | 12.12 | 9.55 | 19.28 | 7.77 | 9.43 | 4.29 | 8.50 | 8.90 | 6.76 | 7.02 | 8.26 | 15.99 | 12.91 | 18.77 | 23.70 | 9.96 | 7.33 | 6.48 | 7.38 | 9.34 | 12.74 | 10.69 |
| Draw Down(%) | NA | 4.33 | 11.40 | 21.70 | 21.70 | NA | NA | … | … | 0.44 | 4.33 | 5.00 | 11.40 | 6.56 | 21.70 | 4.08 | 11.90 | 1.49 | 7.67 | 7.63 | 5.21 | 4.42 | 7.48 | 16.45 | 9.83 | 19.26 | 34.43 | 6.26 | 8.67 | 4.10 | 5.75 | 8.48 | 19.14 | 15.52 |
| Yield(%) | NA | 14.13 | 8.90 | 6.20 | 4.28 | NA | NA | … | … | NA | 4.74 | 13.01 | 6.64 | 1.40 | 2.00 | 4.46 | 1.67 | 0.91 | 2.42 | 3.25 | 1.94 | 2.36 | 1.87 | 1.52 | 1.56 | 2.11 | 1.81 | 2.78 | 2.23 | 2.04 | 2.33 | 2.32 | 2.55 | 4.12 |
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 Strategic Asset Allocation – Optimal Moderate |
-9.29%
Feb 2006 – Feb 2009 |
-2.07%
Feb 2004 – Feb 2009 |
3.89%
Feb 2006 – Feb 2016 |
4.87%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARRIS CORPORATION RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
17.94%
Feb 2009 – Feb 2012 |
14.76%
Feb 2009 – Feb 2014 |
10.12%
Nov 2014 – Nov 2024 |
10.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart