Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLY FINANCIAL INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 30.96% | 10.48% | 10.99% | 5.66% | 5.67% | 8.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLY FINANCIAL INC. RETIREMENT SAVINGS 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 (%) | -0.71 | 30.96 | 10.48 | 10.99 | 5.66 | 5.67 | 8.01 | … | … | 0.73 | 15.62 | 20.42 | -10.03 | 16.33 | 10.88 | 1.97 | -9.37 | 14.30 | 6.10 | -7.58 | -1.08 | 13.40 | 9.89 | -4.67 | 7.43 | 32.04 | -6.03 | 19.59 | 19.66 | 11.15 | 20.38 | 26.36 | 10.16 | 8.18 |
| Sharpe Ratio | NA | 1.04 | 0.56 | 0.89 | 0.49 | NA | NA | … | … | 0.07 | 0.88 | 2.45 | -1.35 | 1.87 | 1.14 | 0.10 | -1.32 | 2.75 | 0.93 | -1.30 | -0.19 | 1.91 | 1.97 | -0.56 | 0.74 | 2.84 | -1.05 | 1.46 | 1.98 | 1.44 | 2.53 | 5.11 | 2.00 | 1.19 |
| Standard Deviation(%) | NA | 10.25 | 8.58 | 8.78 | 7.63 | NA | NA | … | … | 9.72 | 10.26 | 6.61 | 8.44 | 8.74 | 9.32 | 5.66 | 8.08 | 4.98 | 6.32 | 5.87 | 5.86 | 6.99 | 5.00 | 8.36 | 9.94 | 11.24 | 6.63 | 11.35 | 8.29 | 6.24 | 7.67 | 5.02 | 4.53 | 4.95 |
| Draw Down(%) | NA | 8.50 | 13.77 | 15.36 | 22.00 | NA | NA | … | … | 0.68 | 8.50 | 3.70 | 15.22 | 3.48 | 10.95 | 5.77 | 16.51 | 1.99 | 4.31 | 10.09 | 7.80 | 6.06 | 4.82 | 10.69 | 8.96 | 5.73 | 10.27 | 9.22 | 9.93 | 6.78 | 11.07 | 2.61 | 4.54 | 3.85 |
| Yield(%) | NA | 16.17 | 12.62 | 9.09 | 6.10 | NA | NA | … | … | NA | 4.51 | 15.23 | 7.34 | 10.78 | 4.94 | 2.13 | 1.80 | 2.53 | 2.66 | 3.97 | 4.63 | 4.80 | 6.53 | 3.72 | 5.68 | 5.70 | 3.90 | 6.75 | 5.84 | 3.36 | 2.99 | 4.03 | 6.80 | 8.51 |
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 |
|---|---|---|---|---|
| ALLY FINANCIAL INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.09%
Oct 2017 – Oct 2020 |
-1.00%
Feb 2015 – Feb 2020 |
1.72%
Mar 2010 – Mar 2020 |
4.04%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLY FINANCIAL INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
22.09%
Apr 2003 – Apr 2006 |
20.79%
Oct 2002 – Oct 2007 |
14.66%
Apr 2001 – Apr 2011 |
10.48%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart