Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCAFEE TAX DEFERRED SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 31.56% | 11.18% | 10.59% | 6.90% | 7.21% | 6.92% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCAFEE TAX DEFERRED SAVINGS 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 (%) | -0.89 | 31.56 | 11.18 | 10.59 | 6.90 | 7.21 | 6.92 | … | … | 0.46 | 17.57 | 21.52 | -5.21 | 7.32 | 10.73 | 13.34 | -5.47 | 10.04 | 3.04 | -1.18 | 3.30 | 11.56 | 11.15 | -2.67 | 11.31 | 25.95 | -24.83 | 9.56 | 14.63 | 11.53 | 12.72 | 25.90 | -5.91 | 1.44 |
| Sharpe Ratio | NA | 1.71 | 0.79 | 0.68 | 0.55 | NA | NA | … | … | 0.07 | 1.55 | 2.43 | -0.54 | 0.92 | 0.59 | 1.75 | -0.78 | 2.02 | 0.32 | -0.14 | 0.53 | 1.67 | 1.37 | -0.18 | 0.93 | 1.36 | -1.11 | 0.63 | 1.39 | 1.58 | 1.51 | 3.04 | -0.74 | -0.10 |
| Standard Deviation(%) | NA | 7.03 | 9.10 | 11.25 | 9.64 | NA | NA | … | … | 6.19 | 7.09 | 7.11 | 12.14 | 7.96 | 17.90 | 6.84 | 8.71 | 4.66 | 8.99 | 8.53 | 6.21 | 6.91 | 8.10 | 15.21 | 12.11 | 19.07 | 23.26 | 10.37 | 8.19 | 5.91 | 7.82 | 8.29 | 9.51 | 8.88 |
| Draw Down(%) | NA | 4.53 | 13.81 | 21.53 | 21.53 | NA | NA | … | … | 0.41 | 4.53 | 4.21 | 14.44 | 4.03 | 21.53 | 3.41 | 11.96 | 2.17 | 7.85 | 8.86 | 5.26 | 5.72 | 7.37 | 15.20 | 8.81 | 16.88 | 35.04 | 7.45 | 10.10 | 4.45 | 7.23 | 8.03 | 17.32 | 14.06 |
| Yield(%) | NA | 16.94 | 11.49 | 8.17 | 5.74 | NA | NA | … | … | NA | 4.44 | 16.48 | 8.19 | 4.74 | 4.15 | 2.13 | 5.69 | 0.69 | 2.82 | 3.29 | 4.35 | 2.48 | 2.59 | 2.09 | 1.43 | 1.97 | 3.14 | 5.98 | 5.10 | 5.27 | 1.88 | 2.51 | 3.11 | 3.37 |
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 |
|---|---|---|---|---|
| MCAFEE TAX DEFERRED SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-7.33%
Feb 2006 – Feb 2009 |
0.28%
Mar 2015 – Mar 2020 |
3.34%
Mar 2010 – Mar 2020 |
3.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCAFEE TAX DEFERRED SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
20.65%
Mar 2003 – Mar 2006 |
15.99%
Oct 2002 – Oct 2007 |
9.36%
Mar 2003 – Mar 2013 |
8.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart