Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| METROPCS WIRELESS INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 27.84% | 9.30% | 11.22% | 5.15% | 6.18% | 8.15% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| METROPCS WIRELESS INC. 401K 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 (%) | -1.27 | 27.84 | 9.30 | 11.22 | 5.15 | 6.18 | 8.15 | … | … | 1.40 | 11.43 | 23.14 | -8.46 | 13.24 | 14.93 | 5.37 | -15.01 | 9.21 | 5.75 | -5.36 | 1.19 | 14.07 | 12.17 | -6.25 | 16.71 | 25.47 | -4.32 | 20.68 | 14.45 | 12.56 | 17.28 | 39.27 | 14.35 | 5.31 |
| Sharpe Ratio | NA | 0.82 | 0.59 | 0.84 | 0.38 | NA | NA | … | … | 0.12 | 0.51 | 2.76 | -0.98 | 1.28 | 1.46 | 0.68 | -1.31 | 1.45 | 0.89 | -0.86 | 0.17 | 1.98 | 1.95 | -0.51 | 1.09 | 2.48 | -0.95 | 1.46 | 1.24 | 1.54 | 1.83 | 7.13 | 2.61 | 0.73 |
| Standard Deviation(%) | NA | 9.37 | 8.87 | 9.43 | 8.65 | NA | NA | … | … | 10.77 | 9.40 | 6.84 | 10.02 | 10.30 | 10.05 | 5.86 | 12.47 | 5.91 | 6.21 | 6.25 | 7.07 | 7.10 | 6.23 | 12.37 | 15.19 | 10.23 | 5.53 | 12.14 | 9.01 | 6.75 | 8.93 | 5.41 | 5.07 | 4.13 |
| Draw Down(%) | NA | 7.40 | 12.01 | 14.40 | 22.32 | NA | NA | … | … | 0.76 | 7.40 | 3.46 | 14.16 | 4.86 | 11.39 | 3.77 | 21.01 | 4.47 | 4.78 | 9.71 | 8.00 | 6.64 | 4.88 | 12.84 | 10.67 | 5.37 | 7.82 | 9.06 | 13.47 | 5.57 | 12.43 | 2.90 | 5.99 | 2.70 |
| Yield(%) | NA | 15.17 | 10.38 | 7.92 | 5.56 | NA | NA | … | … | NA | 4.36 | 14.42 | 6.68 | 4.96 | 5.16 | 3.67 | 2.29 | 0.27 | 4.72 | 4.35 | 4.45 | 5.50 | 4.58 | 2.17 | 2.85 | 4.38 | 3.04 | 8.24 | 9.31 | 5.38 | 4.51 | 6.13 | 5.55 | 8.36 |
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 |
|---|---|---|---|---|
| METROPCS WIRELESS INC. 401K PLAN Tactical Asset Allocation Moderate |
-3.97%
Oct 2017 – Oct 2020 |
-1.76%
Aug 2014 – Aug 2019 |
2.05%
Apr 2010 – Apr 2020 |
4.27%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| METROPCS WIRELESS INC. 401K PLAN Tactical Asset Allocation Moderate |
23.90%
Jan 2003 – Jan 2006 |
22.99%
Oct 2002 – Oct 2007 |
16.28%
Apr 2001 – Apr 2011 |
11.49%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart