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 Strategic Asset Allocation – Optimal Moderate | NA | 33.54% | 12.74% | 12.20% | 7.90% | 7.98% | 7.74% | … | … |
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 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 (%) | -0.72 | 33.54 | 12.74 | 12.20 | 7.90 | 7.98 | 7.74 | … | … | 0.56 | 20.37 | 24.39 | -6.70 | 12.38 | 11.40 | 13.53 | -6.57 | 10.69 | 7.10 | -1.64 | 4.40 | 11.88 | 13.32 | -4.35 | 11.02 | 31.26 | -28.54 | 14.81 | 15.16 | 10.37 | 17.70 | 27.63 | -1.50 | -2.84 |
| Sharpe Ratio | NA | 2.10 | 0.92 | 0.88 | 0.69 | NA | NA | … | … | 0.08 | 1.93 | 2.83 | -0.69 | 1.42 | 0.69 | 1.71 | -0.87 | 2.09 | 0.78 | -0.20 | 0.70 | 1.66 | 1.62 | -0.31 | 0.95 | 1.79 | -1.32 | 1.18 | 1.65 | 1.34 | 2.51 | 4.17 | -0.29 | -0.70 |
| Standard Deviation(%) | NA | 7.09 | 8.92 | 10.73 | 9.38 | NA | NA | … | … | 5.94 | 7.12 | 7.12 | 11.68 | 8.73 | 16.15 | 7.09 | 9.09 | 4.81 | 8.80 | 8.52 | 6.23 | 7.15 | 8.19 | 14.13 | 11.46 | 17.37 | 22.31 | 10.04 | 7.21 | 6.10 | 6.67 | 6.46 | 8.88 | 7.39 |
| Draw Down(%) | NA | 4.30 | 14.45 | 21.53 | 21.53 | NA | NA | … | … | 0.38 | 4.30 | 4.39 | 14.45 | 3.57 | 21.53 | 4.29 | 13.59 | 3.13 | 8.12 | 9.46 | 5.66 | 7.01 | 7.33 | 15.08 | 8.90 | 17.04 | 38.25 | 7.49 | 8.42 | 4.69 | 6.59 | 6.08 | 11.06 | 11.87 |
| Yield(%) | NA | 16.27 | 11.28 | 8.28 | 5.70 | NA | NA | … | … | NA | 4.51 | 15.21 | 6.95 | 7.39 | 3.91 | 3.24 | 4.39 | 0.57 | 3.22 | 4.22 | 3.52 | 2.58 | 2.98 | 2.81 | 2.05 | 2.02 | 4.20 | 5.24 | 4.63 | 3.36 | 2.52 | 2.37 | 3.10 | 1.62 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.67%
Feb 2006 – Feb 2009 |
0.87%
Mar 2015 – Mar 2020 |
3.84%
Mar 2010 – Mar 2020 |
3.92%
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 Strategic Asset Allocation – Optimal Moderate |
21.37%
Mar 2003 – Mar 2006 |
17.78%
Oct 2002 – Oct 2007 |
10.16%
Mar 2003 – Mar 2013 |
9.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart