Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Mobile Alabama 457 Plan Tactical Asset Allocation Moderate | NA | 8.58% | 12.56% | 9.74% | 8.64% | 9.24% | 9.23% | … | … |
Data as of 01/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mobile Alabama 457 Plan Tactical Asset Allocation Moderate | 12/31/2000 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 8.58 | 12.56 | 9.74 | 8.64 | 9.24 | 9.23 | … | … | -5.19 | 17.22 | 13.96 | 19.50 | -4.95 | 12.06 | 6.84 | -0.47 | 7.12 | 15.06 | 12.11 | 4.93 | 13.55 | 23.90 | 3.57 | 6.61 | 19.20 | 5.52 | 11.83 | 10.84 | -2.53 | -0.98 |
| Sharpe Ratio | NA | 0.42 | 0.92 | 0.79 | 0.82 | NA | NA | … | … | -0.47 | 1.80 | 0.76 | 3.31 | -0.65 | 2.38 | 0.82 | -0.06 | 1.01 | 2.04 | 1.62 | 0.34 | 1.34 | 2.39 | 0.50 | 0.35 | 2.18 | 0.50 | 1.47 | 1.72 | -0.84 | -0.64 |
| Standard Deviation(%) | NA | 9.41 | 12.65 | 10.91 | 9.43 | NA | NA | … | … | 11.11 | 9.54 | 18.08 | 5.47 | 9.59 | 4.81 | 8.08 | 8.74 | 7.01 | 7.37 | 7.46 | 14.43 | 10.05 | 9.98 | 5.28 | 10.30 | 7.32 | 6.68 | 7.41 | 5.89 | 4.31 | 5.17 |
| Draw Down(%) | NA | 8.60 | 20.67 | 20.67 | 20.67 | NA | NA | … | … | 8.60 | 5.17 | 20.67 | 1.89 | 12.09 | 2.10 | 6.18 | 10.92 | 4.47 | 7.68 | 5.13 | 11.48 | 6.97 | 4.34 | 3.59 | 6.96 | 5.98 | 4.50 | 9.52 | 2.97 | 4.32 | 5.75 |
| Yield(%) | NA | 4.10 | 3.41 | 3.03 | 3.38 | NA | NA | … | … | 0.24 | 4.27 | 1.48 | 5.37 | 2.53 | 1.98 | 2.88 | 3.83 | 4.86 | 3.93 | 3.94 | 2.63 | 3.79 | 5.31 | 4.34 | 4.11 | 10.94 | 8.26 | 4.46 | 2.13 | 0.77 | 0.53 |
Data as of 01/31/2022, 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 |
|---|---|---|---|---|
| Mobile Alabama 457 Plan Tactical Asset Allocation Moderate |
2.11%
Jul 2001 – Jul 2004 |
2.97%
Mar 2015 – Mar 2020 |
6.45%
Mar 2010 – Mar 2020 |
8.22%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mobile Alabama 457 Plan Tactical Asset Allocation Moderate |
17.47%
May 2008 – May 2011 |
14.51%
Jun 2009 – Jun 2014 |
11.95%
Apr 2003 – Apr 2013 |
10.36%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart