Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Aar 401k Plan Tactical Asset Allocation Moderate | NA | -10.37% | -11.15% | -2.43% | 0.66% | 2.37% | 3.59% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aar 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 (%) | -0.79 | -10.37 | -11.15 | -2.43 | 0.66 | 2.37 | 3.59 | … | … | 0.51 | 7.23 | 4.87 | -18.65 | 8.71 | 12.84 | 5.85 | -0.83 | 16.57 | 4.89 | -3.75 | 3.33 | 12.60 | 2.85 | 3.34 | 5.19 | 7.53 | 1.56 | 9.62 | 12.79 | 3.40 | 9.47 | 12.22 | 6.42 | 5.61 |
| Sharpe Ratio | NA | 0.05 | -0.25 | -0.01 | 0.12 | NA | NA | … | … | 0.06 | 0.02 | 0.07 | -1.68 | 0.85 | 1.46 | 1.16 | -0.28 | 3.29 | 1.18 | -0.76 | 0.62 | 1.90 | 0.73 | 0.37 | 0.54 | 1.11 | 0.17 | 0.66 | 1.17 | 0.21 | 1.23 | 2.26 | 1.63 | 1.02 |
| Standard Deviation(%) | NA | 41.12 | 25.23 | 20.42 | 14.90 | NA | NA | … | … | 6.98 | 41.13 | 8.59 | 11.91 | 10.18 | 8.65 | 3.81 | 7.60 | 4.84 | 3.97 | 4.95 | 5.39 | 6.61 | 3.84 | 9.03 | 9.38 | 6.67 | 3.82 | 10.05 | 8.17 | 5.98 | 6.92 | 5.10 | 3.26 | 3.23 |
| Draw Down(%) | NA | 26.21 | 29.50 | 30.31 | 30.31 | NA | NA | … | … | 0.49 | 26.21 | 8.27 | 19.44 | 6.57 | 7.37 | 3.43 | 7.92 | 1.35 | 2.35 | 5.93 | 4.04 | 4.66 | 3.09 | 8.46 | 7.44 | 4.36 | 2.78 | 7.42 | 9.45 | 4.32 | 6.91 | 3.74 | 1.57 | 2.39 |
| Yield(%) | NA | 3.88 | 3.12 | 2.93 | 2.51 | NA | NA | … | … | NA | 0.73 | 3.68 | 3.79 | 0.51 | 2.17 | 4.05 | 2.20 | 0.19 | 2.89 | 1.90 | 2.85 | 2.32 | 2.76 | 2.67 | 3.67 | 3.45 | 3.23 | 4.79 | 5.87 | 3.39 | 2.67 | 3.00 | 3.66 | 5.28 |
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 |
|---|---|---|---|---|
| Aar 401k Plan Tactical Asset Allocation Moderate |
-10.90%
Oct 2021 – Oct 2024 |
-2.43%
Oct 2019 – Oct 2024 |
0.66%
Oct 2014 – Oct 2024 |
2.40%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aar 401k Plan Tactical Asset Allocation Moderate |
11.20%
Oct 2004 – Oct 2007 |
10.17%
Oct 2002 – Oct 2007 |
7.89%
Apr 2001 – Apr 2011 |
6.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart