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) Strategic Asset Allocation – Optimal Moderate | NA | -4.08% | 4.34% | 4.39% | 8.37% | 7.00% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACI Worldwide Fidelity 401(k) Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| 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 (%) | 1.37 | -4.08 | 4.34 | 4.39 | 8.37 | 7.00 | NA | … | … | -7.68 | 14.85 | 4.13 | 0.31 | 4.93 | 16.72 | 14.09 | -3.38 | 11.83 | 27.57 | -23.67 | 15.03 | 8.18 | 9.15 | 14.65 | 21.53 | 0.93 | 11.12 |
| Sharpe Ratio | NA | -0.28 | 0.14 | 0.17 | 0.54 | NA | NA | … | … | -0.28 | 2.60 | 0.48 | 0.03 | 0.72 | 2.33 | 1.82 | -0.21 | 1.03 | 1.60 | -1.07 | 1.16 | 0.66 | 0.96 | 1.85 | 2.56 | -0.02 | 1.00 |
| Standard Deviation(%) | NA | 31.98 | 19.29 | 15.69 | 14.23 | NA | NA | … | … | 31.98 | 5.47 | 8.13 | 8.26 | 6.84 | 7.17 | 7.70 | 15.99 | 11.42 | 17.22 | 22.93 | 10.35 | 7.41 | 7.27 | 7.42 | 8.16 | 9.82 | 8.81 |
| Draw Down(%) | NA | 22.66 | 22.66 | 22.66 | 22.66 | NA | NA | … | … | 22.66 | 2.39 | 6.67 | 9.26 | 6.17 | 6.06 | 5.87 | 16.66 | 8.87 | 18.30 | 34.70 | 7.17 | 6.59 | 4.07 | 5.78 | 5.31 | 12.69 | 8.71 |
| Yield(%) | NA | 4.71 | 3.12 | 3.54 | 3.74 | NA | NA | … | … | 4.69 | 0.57 | 4.05 | 4.62 | 3.81 | 3.63 | 4.39 | 3.51 | 4.17 | 3.59 | 5.59 | 5.20 | 6.86 | 4.02 | 5.01 | 3.00 | 3.59 | 4.76 |
Data as of 10/31/2018, 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) Strategic Asset Allocation – Optimal Moderate |
-6.01%
Feb 2006 – Feb 2009 |
0.44%
Feb 2004 – Feb 2009 |
5.51%
Oct 2007 – Oct 2017 |
6.95%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACI Worldwide Fidelity 401(k) Strategic Asset Allocation – Optimal Moderate |
18.33%
Feb 2009 – Feb 2012 |
16.34%
Feb 2009 – Feb 2014 |
9.26%
Mar 2003 – Mar 2013 |
8.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart