Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| American Funds Exchange Plan Strategic Asset Allocation – Optimal Moderate | NA | 23.77% | 3.57% | 7.88% | 6.14% | 7.14% | 6.65% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Funds Exchange 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 (%) | -0.70 | 23.77 | 3.57 | 7.88 | 6.14 | 7.14 | 6.65 | … | … | 0.38 | 6.91 | 14.42 | -13.24 | 9.27 | 17.70 | 17.82 | -4.82 | 10.41 | 2.28 | 1.34 | 5.21 | 15.35 | 12.47 | -1.11 | 10.05 | 22.84 | -24.78 | 12.17 | 12.69 | 9.35 | 10.82 | 25.79 | -3.34 | 1.49 |
| Sharpe Ratio | NA | 0.15 | -0.16 | 0.33 | 0.42 | NA | NA | … | … | 0.04 | 0.04 | 1.38 | -1.16 | 1.03 | 0.96 | 2.52 | -0.63 | 2.13 | 0.27 | 0.16 | 0.82 | 2.36 | 1.83 | -0.09 | 1.00 | 1.64 | -1.31 | 0.98 | 1.38 | 1.27 | 1.35 | 3.36 | -0.47 | -0.11 |
| Standard Deviation(%) | NA | 8.35 | 9.73 | 11.83 | 9.90 | NA | NA | … | … | 7.88 | 8.37 | 7.38 | 12.58 | 9.01 | 18.25 | 6.50 | 9.68 | 4.58 | 7.67 | 8.22 | 6.34 | 6.50 | 6.77 | 12.59 | 9.93 | 13.90 | 19.67 | 9.39 | 6.84 | 5.64 | 7.33 | 7.46 | 9.55 | 7.72 |
| Draw Down(%) | NA | 6.54 | 19.17 | 22.31 | 22.31 | NA | NA | … | … | 0.70 | 6.54 | 7.96 | 19.74 | 6.09 | 22.31 | 3.10 | 11.93 | 3.30 | 7.33 | 7.75 | 4.40 | 6.88 | 5.08 | 12.76 | 7.63 | 13.66 | 34.41 | 7.10 | 8.44 | 4.64 | 7.17 | 6.59 | 14.28 | 10.40 |
| Yield(%) | NA | 4.47 | 4.41 | 3.98 | 3.76 | NA | NA | … | … | NA | 0.53 | 4.53 | 2.75 | 5.43 | 3.43 | 3.53 | 3.81 | 0.36 | 2.94 | 5.28 | 5.54 | 4.47 | 3.23 | 2.40 | 2.20 | 2.26 | 2.67 | 8.25 | 5.45 | 3.25 | 3.34 | 2.60 | 3.01 | 3.93 |
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 |
|---|---|---|---|---|
| American Funds Exchange Plan Strategic Asset Allocation – Optimal Moderate |
-5.74%
Feb 2006 – Feb 2009 |
0.29%
Feb 2004 – Feb 2009 |
4.45%
Oct 2007 – Oct 2017 |
4.11%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Funds Exchange Plan Strategic Asset Allocation – Optimal Moderate |
17.85%
Mar 2003 – Mar 2006 |
15.40%
Oct 2002 – Oct 2007 |
8.90%
Mar 2003 – Mar 2013 |
8.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart