Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACI Worldwide Fidelity 401(k) Tactical Asset Allocation Moderate | NA | 14.36% | 10.96% | 8.65% | 10.47% | 11.03% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACI Worldwide Fidelity 401(k) Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 14.36 | 10.96 | 8.65 | 10.47 | 11.03 | NA | … | … | 0.81 | 16.82 | 2.24 | 2.58 | 5.56 | 18.12 | 14.61 | 0.53 | 13.82 | 21.94 | 1.77 | 13.72 | 12.56 | 7.41 | 17.77 | 14.87 | 1.08 | -0.52 |
| Sharpe Ratio | NA | 0.07 | 0.73 | 0.67 | 1.03 | NA | NA | … | … | -0.03 | 2.92 | 0.23 | 0.28 | 0.65 | 2.41 | 1.93 | 0.04 | 1.29 | 2.31 | 0.14 | 1.11 | 1.16 | 0.79 | 2.23 | 2.19 | 0.00 | -0.41 |
| Standard Deviation(%) | NA | 9.55 | 8.35 | 8.42 | 9.35 | NA | NA | … | … | 10.04 | 5.55 | 8.88 | 9.06 | 8.48 | 7.51 | 7.53 | 14.29 | 10.68 | 9.46 | 5.91 | 9.66 | 8.04 | 6.60 | 7.54 | 6.48 | 6.51 | 6.84 |
| Draw Down(%) | NA | 9.40 | 9.40 | 9.92 | 12.95 | NA | NA | … | … | 9.40 | 2.38 | 7.82 | 8.67 | 5.74 | 5.17 | 5.65 | 12.95 | 8.48 | 4.02 | 5.92 | 6.96 | 10.15 | 4.90 | 7.32 | 2.86 | 6.63 | 11.34 |
| Yield(%) | NA | 4.27 | 4.16 | 4.54 | 4.62 | NA | NA | … | … | 2.42 | 4.66 | 3.91 | 4.15 | 5.31 | 6.77 | 4.29 | 1.33 | 3.91 | 5.07 | 9.22 | 6.24 | 5.31 | 2.53 | 3.45 | 3.32 | 4.84 | 7.26 |
Data as of 08/31/2018, 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 |
|---|---|---|---|---|
| ACI Worldwide Fidelity 401(k) Tactical Asset Allocation Moderate |
3.45%
Dec 2013 – Dec 2016 |
6.18%
Feb 2011 – Feb 2016 |
9.09%
Oct 2007 – Oct 2017 |
9.14%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACI Worldwide Fidelity 401(k) Tactical Asset Allocation Moderate |
15.95%
Apr 2003 – Apr 2006 |
14.34%
Feb 2009 – Feb 2014 |
12.61%
Jul 2003 – Jul 2013 |
11.13%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart