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 Strategic Asset Allocation – Optimal Moderate | NA | 22.99% | 1.53% | 5.07% | 5.63% | 6.84% | 6.48% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mobile Alabama 457 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 (%) | -1.12 | 22.99 | 1.53 | 5.07 | 5.63 | 6.84 | 6.48 | … | … | 0.27 | 8.90 | 11.76 | -15.23 | 7.25 | 10.68 | 18.92 | -5.54 | 16.17 | 7.10 | 0.07 | 4.57 | 11.48 | 12.56 | -2.01 | 14.98 | 28.98 | -29.17 | 10.31 | 13.96 | 10.71 | 16.94 | 29.82 | -3.81 | -0.40 |
| Sharpe Ratio | NA | 0.46 | -0.24 | 0.14 | 0.40 | NA | NA | … | … | 0.04 | 0.34 | 0.97 | -1.27 | 0.85 | 0.54 | 2.70 | -0.78 | 3.58 | 0.84 | 0.01 | 0.69 | 1.62 | 1.66 | -0.15 | 1.32 | 1.68 | -1.34 | 0.71 | 1.39 | 1.37 | 2.03 | 3.78 | -0.43 | -0.29 |
| Standard Deviation(%) | NA | 6.81 | 9.61 | 12.00 | 9.93 | NA | NA | … | … | 6.03 | 6.86 | 7.75 | 13.04 | 8.52 | 19.20 | 6.49 | 8.78 | 4.35 | 8.22 | 7.90 | 6.55 | 7.06 | 7.54 | 14.01 | 11.24 | 17.20 | 22.44 | 10.33 | 7.67 | 6.21 | 7.89 | 7.70 | 11.36 | 9.45 |
| Draw Down(%) | NA | 3.99 | 20.52 | 26.53 | 26.53 | NA | NA | … | … | 0.42 | 3.99 | 7.46 | 21.41 | 5.80 | 26.53 | 3.46 | 11.97 | 1.70 | 5.77 | 7.12 | 5.39 | 7.13 | 5.97 | 14.75 | 8.75 | 16.42 | 38.15 | 6.79 | 9.02 | 5.63 | 7.99 | 7.06 | 12.40 | 11.53 |
| Yield(%) | NA | 3.92 | 3.71 | 3.83 | 4.14 | NA | NA | … | … | NA | 0.65 | 3.70 | 3.60 | 3.32 | 4.24 | 3.28 | 4.90 | 4.78 | 4.18 | 3.79 | 5.39 | 4.30 | 2.53 | 2.38 | 3.03 | 2.95 | 3.57 | 6.28 | 5.10 | 4.63 | 3.98 | 4.14 | 3.88 | 2.82 |
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 |
|---|---|---|---|---|
| Mobile Alabama 457 Plan Strategic Asset Allocation – Optimal Moderate |
-8.48%
Feb 2006 – Feb 2009 |
-0.20%
Feb 2004 – Feb 2009 |
4.10%
Oct 2013 – Oct 2023 |
3.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mobile Alabama 457 Plan Strategic Asset Allocation – Optimal Moderate |
21.84%
Mar 2003 – Mar 2006 |
16.94%
Oct 2002 – Oct 2007 |
10.39%
Feb 2009 – Feb 2019 |
9.25%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart