Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Thrift & Investment Plan Of Norfolk Southern Corp. & Part. Subsid. Cos Tactical Asset Allocation Moderate | NA | 25.08% | 7.32% | 11.08% | 9.26% | 10.14% | 10.38% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Thrift & Investment Plan Of Norfolk Southern Corp. & Part. Subsid. Cos Tactical Asset Allocation 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 (%) | -1.36 | 25.08 | 7.32 | 11.08 | 9.26 | 10.14 | 10.38 | … | … | 0.53 | 16.97 | 15.73 | -7.13 | 15.20 | 16.15 | 19.09 | -3.73 | 15.35 | 8.88 | 1.93 | 10.36 | 14.87 | 12.02 | 5.95 | 14.21 | 22.10 | 3.52 | 7.14 | 14.84 | 6.52 | 10.69 | 17.91 | -4.83 | 2.14 |
| Sharpe Ratio | NA | 1.19 | 0.45 | 0.63 | 0.72 | NA | NA | … | … | 0.04 | 1.02 | 1.23 | -0.66 | 1.68 | 0.75 | 2.43 | -0.48 | 3.16 | 1.11 | 0.21 | 1.47 | 2.22 | 1.73 | 0.46 | 1.36 | 2.43 | 0.63 | 0.40 | 1.54 | 0.74 | 1.51 | 2.60 | -1.11 | -0.03 |
| Standard Deviation(%) | NA | 10.12 | 10.91 | 13.32 | 11.02 | NA | NA | … | … | 12.48 | 10.13 | 9.29 | 12.98 | 9.06 | 21.10 | 7.28 | 10.47 | 4.66 | 7.83 | 9.20 | 7.06 | 6.68 | 6.94 | 12.78 | 10.37 | 9.05 | 4.12 | 10.45 | 7.53 | 5.87 | 6.47 | 6.63 | 5.34 | 6.26 |
| Draw Down(%) | NA | 6.24 | 11.54 | 22.87 | 22.87 | NA | NA | … | … | 1.06 | 6.24 | 7.27 | 13.19 | 4.14 | 22.87 | 3.81 | 12.53 | 1.48 | 5.00 | 7.29 | 4.42 | 4.66 | 5.14 | 9.78 | 7.71 | 3.85 | 5.23 | 7.10 | 8.23 | 4.16 | 6.69 | 6.01 | 8.42 | 5.29 |
| Yield(%) | NA | 2.25 | 2.90 | 3.56 | 3.37 | NA | NA | … | … | NA | 1.15 | 2.12 | 4.57 | 1.51 | 4.49 | 5.76 | 3.74 | 1.92 | 5.27 | 3.08 | 2.16 | 2.05 | 2.75 | 2.33 | 2.26 | 3.12 | 2.41 | 6.94 | 7.08 | 3.28 | 3.30 | 2.68 | 3.45 | 2.99 |
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 |
|---|---|---|---|---|
| Thrift & Investment Plan Of Norfolk Southern Corp. & Part. Subsid. Cos Tactical Asset Allocation Mod |
4.17%
Jul 2001 – Jul 2004 |
5.19%
Mar 2015 – Mar 2020 |
8.03%
Oct 2013 – Oct 2023 |
8.92%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Thrift & Investment Plan Of Norfolk Southern Corp. & Part. Subsid. Cos Tactical Asset Allocation Mod |
17.49%
May 2008 – May 2011 |
15.13%
Nov 2008 – Nov 2013 |
11.91%
Aug 2008 – Aug 2018 |
11.04%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart