Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| T-MOBILE USA INC 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 34.08% | 10.41% | 16.34% | 10.21% | 9.49% | 8.15% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| T-MOBILE USA INC 401K RETIREMENT 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 (%) | -0.76 | 34.08 | 10.41 | 16.34 | 10.21 | 9.49 | 8.15 | … | … | 0.62 | 20.33 | 21.26 | -7.91 | 16.91 | 32.92 | 17.88 | -4.59 | 6.02 | 7.18 | -2.00 | -0.85 | 18.57 | 10.87 | -2.45 | 10.87 | 25.54 | -25.75 | 7.31 | 13.05 | 7.36 | 13.63 | 22.93 | -3.50 | 6.75 |
| Sharpe Ratio | NA | 1.87 | 0.76 | 1.07 | 0.79 | NA | NA | … | … | 0.09 | 1.75 | 2.15 | -0.71 | 1.73 | 1.66 | 1.86 | -0.56 | 0.91 | 0.77 | -0.23 | -0.12 | 2.52 | 1.35 | -0.16 | 0.89 | 1.44 | -1.19 | 0.47 | 1.40 | 0.86 | 1.90 | 2.52 | -0.39 | 0.50 |
| Standard Deviation(%) | NA | 7.79 | 9.92 | 12.51 | 10.80 | NA | NA | … | … | 6.53 | 7.84 | 7.92 | 13.15 | 9.79 | 19.69 | 8.84 | 10.61 | 5.93 | 9.03 | 8.77 | 7.24 | 7.37 | 8.02 | 15.13 | 12.07 | 17.62 | 22.49 | 9.09 | 6.98 | 6.07 | 6.69 | 8.83 | 11.87 | 8.89 |
| Draw Down(%) | NA | 5.55 | 14.78 | 21.10 | 21.10 | NA | NA | … | … | 0.41 | 5.55 | 5.31 | 16.40 | 5.54 | 21.10 | 5.72 | 13.14 | 5.22 | 8.38 | 9.15 | 6.74 | 5.36 | 6.75 | 15.37 | 10.00 | 16.13 | 34.90 | 6.36 | 7.64 | 3.68 | 5.54 | 8.70 | 16.78 | 9.97 |
| Yield(%) | NA | 14.48 | 11.85 | 8.38 | 6.06 | NA | NA | … | … | NA | 4.52 | 13.27 | 7.99 | 9.57 | 4.35 | 2.07 | 6.04 | 0.60 | 4.38 | 3.70 | 4.07 | 4.46 | 4.36 | 1.76 | 1.55 | 1.59 | 2.67 | 4.97 | 4.93 | 4.57 | 4.07 | 1.63 | 1.95 | 6.03 |
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 |
|---|---|---|---|---|
| T-MOBILE USA INC 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-7.94%
Feb 2006 – Feb 2009 |
-1.02%
Feb 2004 – Feb 2009 |
3.66%
Feb 2006 – Feb 2016 |
4.33%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T-MOBILE USA INC 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
22.36%
Dec 2018 – Dec 2021 |
16.68%
Sep 2019 – Sep 2024 |
10.48%
Nov 2014 – Nov 2024 |
10.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart