Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 26.31% | 14.16% | 13.03% | 8.71% | 8.67% | 7.48% | … | … |
Data as of 07/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 10/24/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.25 | 26.31 | 14.16 | 13.03 | 8.71 | 8.67 | 7.48 | … | … | 21.26 | 24.43 | -2.82 | 10.10 | 17.50 | 16.12 | -5.32 | 8.23 | 5.69 | 0.59 | 1.52 | 16.66 | 10.34 | -3.63 | 12.00 | 21.44 | -25.45 | 8.52 | 12.11 | 7.59 | 15.27 | 25.74 | -5.39 | 5.93 |
| Sharpe Ratio | NA | 3.81 | 1.14 | 0.97 | 0.73 | NA | NA | … | … | 2.03 | 2.54 | -0.32 | 1.01 | 0.91 | 1.72 | -0.66 | 1.35 | 0.57 | 0.06 | 0.19 | 2.31 | 1.15 | -0.26 | 0.95 | 1.25 | -1.25 | 0.61 | 1.16 | 0.96 | 2.17 | 2.96 | -0.64 | 0.40 |
| Standard Deviation(%) | NA | 7.66 | 10.02 | 12.30 | 10.67 | NA | NA | … | … | 7.64 | 7.94 | 12.99 | 9.97 | 19.07 | 8.56 | 10.04 | 5.63 | 9.60 | 9.13 | 8.06 | 7.20 | 8.93 | 14.34 | 12.49 | 17.14 | 21.15 | 9.05 | 7.63 | 5.64 | 6.61 | 8.46 | 10.08 | 9.17 |
| Draw Down(%) | NA | 4.90 | 12.59 | 22.56 | 22.56 | NA | NA | … | … | 4.90 | 4.38 | 12.59 | 7.11 | 22.56 | 4.27 | 13.14 | 3.75 | 10.11 | 8.40 | 5.98 | 4.37 | 8.27 | 14.70 | 9.81 | 15.90 | 33.50 | 6.04 | 8.85 | 3.83 | 5.25 | 7.38 | 15.82 | 12.56 |
| Yield(%) | NA | 15.55 | 12.61 | 9.39 | 6.70 | NA | NA | … | … | 4.43 | 14.67 | 8.35 | 9.43 | 6.46 | 2.42 | 5.00 | 0.66 | 4.27 | 5.92 | 4.53 | 6.88 | 1.38 | 1.39 | 1.98 | 1.98 | 2.25 | 6.11 | 5.26 | 4.11 | 3.04 | 2.88 | 2.87 | 2.79 |
Data as of 07/31/2024, 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 |
|---|---|---|---|---|
| NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.64%
Feb 2006 – Feb 2009 |
-0.34%
Feb 2004 – Feb 2009 |
3.42%
Feb 2006 – Feb 2016 |
3.94%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation – Optimal Moderate |
19.19%
Mar 2003 – Mar 2006 |
14.33%
Sep 2019 – Sep 2024 |
9.11%
Sep 2014 – Sep 2024 |
9.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart