Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fiserv 401k Plan Tactical Asset Allocation Moderate | NA | 19.74% | -1.86% | 4.50% | 3.32% | 4.01% | 4.92% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fiserv 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 (%) | -1.18 | 19.74 | -1.86 | 4.50 | 3.32 | 4.01 | 4.92 | … | … | 0.63 | 8.31 | 5.23 | -17.75 | 8.21 | 18.57 | 4.43 | -3.14 | 12.68 | 4.91 | -5.31 | -0.62 | 15.24 | 3.78 | 2.73 | 2.61 | 8.59 | 2.65 | 8.77 | 12.95 | 3.24 | 11.27 | 18.16 | 6.80 | 5.11 |
| Sharpe Ratio | NA | 0.40 | -0.61 | 0.14 | 0.20 | NA | NA | … | … | 0.07 | 0.20 | 0.13 | -1.88 | 0.78 | 2.05 | 0.65 | -0.59 | 2.54 | 0.93 | -1.00 | -0.11 | 2.06 | 0.69 | 0.26 | 0.23 | 1.04 | 0.31 | 0.60 | 1.24 | 0.17 | 1.28 | 2.55 | 1.27 | 0.69 |
| Standard Deviation(%) | NA | 8.43 | 8.78 | 9.22 | 7.61 | NA | NA | … | … | 8.09 | 8.52 | 7.40 | 10.19 | 10.54 | 8.96 | 4.67 | 7.49 | 4.75 | 5.06 | 5.32 | 6.07 | 7.38 | 5.42 | 10.21 | 11.04 | 8.17 | 5.58 | 9.68 | 7.82 | 6.30 | 8.07 | 6.85 | 4.47 | 4.07 |
| Draw Down(%) | NA | 5.40 | 20.84 | 22.96 | 22.96 | NA | NA | … | … | 0.65 | 5.40 | 7.50 | 18.50 | 6.59 | 9.36 | 3.93 | 9.28 | 1.87 | 3.24 | 7.24 | 5.57 | 4.89 | 4.42 | 9.81 | 11.31 | 4.59 | 3.08 | 7.31 | 9.34 | 4.88 | 7.99 | 3.54 | 3.08 | 4.31 |
| Yield(%) | NA | 3.11 | 4.12 | 3.67 | 2.65 | NA | NA | … | … | NA | 0.50 | 3.28 | 3.04 | 5.30 | 3.48 | 3.25 | 1.10 | 0.21 | 1.76 | 1.31 | 3.42 | 2.70 | 2.81 | 2.45 | 2.35 | 3.58 | 4.37 | 5.04 | 6.27 | 4.68 | 2.28 | 3.14 | 3.62 | 5.34 |
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 |
|---|---|---|---|---|
| Fiserv 401k Plan Tactical Asset Allocation Moderate |
-3.49%
Apr 2021 – Apr 2024 |
0.29%
Sep 2018 – Sep 2023 |
1.60%
Oct 2013 – Oct 2023 |
3.15%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fiserv 401k Plan Tactical Asset Allocation Moderate |
12.99%
Apr 2003 – Apr 2006 |
11.72%
Oct 2002 – Oct 2007 |
8.54%
Apr 2001 – Apr 2011 |
6.85%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart