Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sprint Nextel 401K Plan Strategic Asset Allocation – Optimal Moderate | NA | 25.45% | 4.36% | 8.18% | 9.19% | 8.91% | 7.53% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sprint Nextel 401K 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 (%) | -1.07 | 25.45 | 4.36 | 8.18 | 9.19 | 8.91 | 7.53 | … | … | 0.28 | 10.58 | 9.97 | -10.11 | 5.12 | 25.26 | 20.49 | -4.59 | 8.57 | 30.78 | 0.90 | 2.13 | 14.84 | 9.63 | 0.15 | 12.55 | 19.61 | -21.96 | 5.76 | 9.74 | 7.88 | 10.77 | 24.06 | -3.19 | 6.00 |
| Sharpe Ratio | NA | 0.63 | -0.06 | 0.33 | 0.57 | NA | NA | … | … | 0.02 | 0.51 | 0.70 | -0.51 | 0.49 | 1.26 | 2.68 | -0.58 | 1.84 | 1.67 | 0.10 | 0.30 | 2.17 | 1.32 | 0.01 | 1.03 | 1.26 | -1.07 | 0.32 | 0.84 | 0.97 | 1.35 | 2.71 | -0.45 | 0.47 |
| Standard Deviation(%) | NA | 7.75 | 14.62 | 15.15 | 13.14 | NA | NA | … | … | 9.29 | 7.82 | 8.22 | 22.64 | 10.51 | 19.91 | 7.13 | 10.17 | 4.33 | 18.29 | 8.55 | 6.98 | 6.83 | 7.23 | 13.84 | 12.14 | 15.49 | 21.38 | 8.54 | 7.73 | 5.91 | 7.27 | 8.63 | 9.62 | 7.83 |
| Draw Down(%) | NA | 4.20 | 23.63 | 23.99 | 23.99 | NA | NA | … | … | 0.82 | 4.20 | 8.80 | 23.74 | 7.04 | 21.22 | 3.17 | 12.74 | 1.86 | 6.53 | 7.00 | 4.86 | 5.16 | 6.32 | 13.15 | 10.35 | 16.47 | 33.69 | 5.36 | 8.76 | 3.71 | 6.59 | 6.84 | 15.63 | 10.31 |
| Yield(%) | NA | 3.38 | 4.39 | 4.34 | 4.11 | NA | NA | … | … | NA | 0.80 | 3.19 | 3.11 | 6.20 | 5.79 | 2.78 | 4.72 | 0.41 | 5.67 | 4.44 | 4.20 | 3.96 | 2.95 | 2.35 | 2.17 | 2.90 | 2.67 | 4.05 | 4.93 | 5.33 | 2.78 | 2.91 | 3.61 | 6.53 |
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 |
|---|---|---|---|---|
| Sprint Nextel 401K Plan Strategic Asset Allocation – Optimal Moderate |
-8.01%
Feb 2006 – Feb 2009 |
-1.64%
Feb 2004 – Feb 2009 |
4.04%
Jan 2006 – Jan 2016 |
5.64%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sprint Nextel 401K Plan Strategic Asset Allocation – Optimal Moderate |
17.16%
Feb 2009 – Feb 2012 |
16.20%
Feb 2016 – Feb 2021 |
11.36%
Feb 2009 – Feb 2019 |
10.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart