Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Springleaf Financial Services 401k Plan Tactical Asset Allocation Moderate | NA | 21.58% | 0.52% | 4.90% | 4.75% | 5.10% | 6.13% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Springleaf Financial Services 401k 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 (%) | -0.97 | 21.58 | 0.52 | 4.90 | 4.75 | 5.10 | 6.13 | … | … | 0.09 | 4.45 | 13.57 | -16.49 | 5.55 | 15.08 | 12.31 | -2.16 | 12.84 | 5.04 | -2.61 | 0.07 | 12.58 | 2.63 | 2.93 | 8.06 | 12.43 | 2.27 | 12.05 | 12.92 | 5.05 | 10.99 | 14.67 | 0.43 | 1.10 |
| Sharpe Ratio | NA | -0.15 | -0.35 | 0.11 | 0.32 | NA | NA | … | … | 0.01 | -0.24 | 1.01 | -1.18 | 0.61 | 1.64 | 2.36 | -0.46 | 2.63 | 1.01 | -0.50 | 0.01 | 1.85 | 0.51 | 0.33 | 0.76 | 1.55 | 0.38 | 0.84 | 1.15 | 0.50 | 1.38 | 2.94 | -0.16 | -0.25 |
| Standard Deviation(%) | NA | 8.71 | 11.46 | 10.57 | 8.42 | NA | NA | … | … | 6.70 | 8.79 | 9.25 | 15.18 | 9.10 | 9.05 | 4.63 | 7.50 | 4.64 | 4.76 | 5.31 | 6.04 | 6.79 | 5.05 | 8.77 | 10.44 | 7.97 | 3.58 | 10.80 | 8.42 | 5.71 | 7.30 | 4.75 | 4.33 | 4.83 |
| Draw Down(%) | NA | 6.28 | 22.66 | 24.37 | 24.37 | NA | NA | … | … | 0.60 | 6.15 | 9.99 | 22.98 | 5.22 | 9.12 | 3.55 | 8.24 | 1.56 | 3.93 | 5.65 | 5.22 | 4.28 | 4.85 | 8.92 | 9.12 | 4.23 | 1.85 | 7.82 | 10.14 | 4.63 | 6.14 | 2.54 | 4.58 | 6.13 |
| Yield(%) | NA | 5.51 | 5.41 | 4.42 | 3.16 | NA | NA | … | … | NA | 0.62 | 5.46 | 4.74 | 5.13 | 2.47 | 4.12 | 2.74 | 0.12 | 3.04 | 1.49 | 2.09 | 2.83 | 2.57 | 1.86 | 3.09 | 3.06 | 3.00 | 5.29 | 7.27 | 4.53 | 2.58 | 3.78 | 4.10 | 4.49 |
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 |
|---|---|---|---|---|
| Springleaf Financial Services 401k Plan Tactical Asset Allocation Moderate |
-1.07%
Sep 2019 – Sep 2022 |
0.99%
Sep 2017 – Sep 2022 |
2.81%
Oct 2013 – Oct 2023 |
3.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Springleaf Financial Services 401k Plan Tactical Asset Allocation Moderate |
13.18%
Oct 2004 – Oct 2007 |
12.01%
Oct 2002 – Oct 2007 |
9.01%
Apr 2001 – Apr 2011 |
7.59%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart