Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Adc Telecommunications 401k Plan Strategic Asset Allocation – Optimal Moderate | NA | 22.36% | 1.70% | 6.38% | 5.76% | 7.73% | 6.95% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Adc Telecommunications 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 (%) | -1.06 | 22.36 | 1.70 | 6.38 | 5.76 | 7.73 | 6.95 | … | … | 0.24 | 5.19 | 12.79 | -12.93 | 8.12 | 15.37 | 20.72 | -6.19 | 10.08 | 8.56 | -1.98 | 5.77 | 17.21 | 14.37 | -0.46 | 17.24 | 26.88 | -23.24 | 5.51 | 12.73 | 7.89 | 13.20 | 23.45 | -2.19 | 6.35 |
| Sharpe Ratio | NA | 0.06 | -0.23 | 0.21 | 0.37 | NA | NA | … | … | 0.05 | -0.17 | 0.89 | -1.00 | 0.90 | 0.78 | 2.67 | -0.84 | 2.07 | 0.96 | -0.23 | 0.91 | 2.41 | 1.74 | -0.03 | 1.35 | 1.44 | -1.08 | 0.27 | 1.19 | 0.87 | 1.54 | 2.60 | -0.29 | 0.39 |
| Standard Deviation(%) | NA | 8.06 | 11.01 | 12.84 | 10.60 | NA | NA | … | … | 3.86 | 8.27 | 9.57 | 14.31 | 8.97 | 19.45 | 7.23 | 8.92 | 4.56 | 8.75 | 8.54 | 6.33 | 7.14 | 8.24 | 16.11 | 12.69 | 18.61 | 22.47 | 9.27 | 7.97 | 6.61 | 7.98 | 8.74 | 11.28 | 10.35 |
| Draw Down(%) | NA | 5.33 | 19.60 | 24.97 | 24.97 | NA | NA | … | … | 0.29 | 5.33 | 9.92 | 20.42 | 5.03 | 24.97 | 3.27 | 13.05 | 1.92 | 8.22 | 9.14 | 5.09 | 5.13 | 7.04 | 16.07 | 9.23 | 19.41 | 34.82 | 6.42 | 8.24 | 4.66 | 6.50 | 7.66 | 15.66 | 12.57 |
| Yield(%) | NA | 2.65 | 2.39 | 2.57 | 2.59 | NA | NA | … | … | NA | 0.56 | 2.64 | 1.79 | 2.55 | 2.69 | 2.49 | 3.55 | 0.50 | 3.38 | 2.38 | 3.84 | 2.58 | 2.83 | 2.19 | 2.66 | 3.10 | 3.15 | 4.57 | 5.59 | 2.90 | 3.68 | 2.78 | 4.15 | 3.95 |
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 |
|---|---|---|---|---|
| Adc Telecommunications 401k Plan Strategic Asset Allocation – Optimal Moderate |
-8.43%
Feb 2006 – Feb 2009 |
-1.17%
Feb 2004 – Feb 2009 |
4.44%
Oct 2013 – Oct 2023 |
5.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Adc Telecommunications 401k Plan Strategic Asset Allocation – Optimal Moderate |
22.07%
Feb 2009 – Feb 2012 |
18.07%
Feb 2009 – Feb 2014 |
11.08%
Feb 2009 – Feb 2019 |
9.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart