Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEDEX Retirement Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | -0.18% | -3.25% | 3.95% | 4.70% | 6.77% | 6.44% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEDEX 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 (%) | -0.58 | -0.18 | -3.25 | 3.95 | 4.70 | 6.77 | 6.44 | … | … | 0.41 | 1.46 | 16.31 | -11.64 | 11.92 | 14.85 | 19.88 | -5.87 | 13.58 | 7.23 | -0.72 | 6.17 | 16.54 | 14.02 | -0.10 | 14.03 | 28.17 | -22.60 | 7.96 | 12.83 | 7.03 | 12.77 | 24.07 | -8.99 | -0.56 |
| Sharpe Ratio | NA | -0.14 | -0.12 | 0.20 | 0.33 | NA | NA | … | … | 0.07 | -0.17 | 1.38 | -0.90 | 1.46 | 0.75 | 2.51 | -0.75 | 2.72 | 0.78 | -0.09 | 0.92 | 2.24 | 1.72 | -0.01 | 1.18 | 1.58 | -1.07 | 0.53 | 1.29 | 0.80 | 1.69 | 2.79 | -0.80 | -0.25 |
| Standard Deviation(%) | NA | 30.29 | 20.02 | 18.18 | 14.05 | NA | NA | … | … | 5.40 | 30.30 | 8.72 | 14.42 | 8.14 | 19.61 | 7.35 | 9.54 | 4.76 | 9.04 | 8.62 | 6.68 | 7.38 | 8.13 | 14.78 | 11.84 | 17.72 | 21.88 | 9.44 | 7.41 | 6.04 | 7.01 | 8.38 | 12.62 | 11.45 |
| Draw Down(%) | NA | 20.28 | 20.28 | 23.20 | 23.20 | NA | NA | … | … | 0.37 | 20.28 | 8.34 | 19.21 | 4.08 | 23.20 | 4.15 | 12.85 | 1.92 | 7.89 | 9.54 | 5.12 | 5.93 | 6.47 | 14.67 | 8.89 | 16.62 | 34.14 | 6.40 | 7.44 | 4.21 | 6.28 | 7.24 | 19.04 | 15.37 |
| Yield(%) | NA | 7.09 | 6.73 | 6.19 | 4.97 | NA | NA | … | … | NA | 0.69 | 6.89 | 5.98 | 6.75 | 5.14 | 5.51 | 5.50 | 0.23 | 3.99 | 5.07 | 4.29 | 3.29 | 3.18 | 3.05 | 2.91 | 2.78 | 3.18 | 7.44 | 6.59 | 5.63 | 2.96 | 2.59 | 2.01 | 3.78 |
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 |
|---|---|---|---|---|
| FEDEX Retirement Savings Plan Strategic Asset Allocation – Optimal Moderate |
-6.45%
Feb 2006 – Feb 2009 |
-0.39%
Feb 2004 – Feb 2009 |
4.70%
Oct 2014 – Oct 2024 |
5.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEDEX Retirement Savings Plan Strategic Asset Allocation – Optimal Moderate |
20.44%
Feb 2009 – Feb 2012 |
17.25%
Feb 2009 – Feb 2014 |
10.90%
Feb 2009 – Feb 2019 |
10.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart