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 Strategic Asset Allocation – Optimal Moderate | NA | 25.69% | 0.84% | 8.09% | 7.78% | 8.92% | 7.50% | … | … |
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 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 (%) | -0.97 | 25.69 | 0.84 | 8.09 | 7.78 | 8.92 | 7.50 | … | … | 0.32 | 10.08 | 11.61 | -16.48 | 7.75 | 26.65 | 22.76 | -4.49 | 16.47 | 7.21 | 1.69 | 7.42 | 15.51 | 13.18 | 2.91 | 13.93 | 27.36 | -28.78 | 6.46 | 13.82 | 5.80 | 11.38 | 20.24 | -6.91 | -2.17 |
| Sharpe Ratio | NA | 0.53 | -0.22 | 0.33 | 0.55 | NA | NA | … | … | 0.02 | 0.38 | 0.79 | -1.18 | 0.81 | 1.32 | 2.84 | -0.55 | 3.66 | 0.85 | 0.19 | 1.09 | 2.24 | 1.73 | 0.22 | 1.28 | 1.65 | -1.22 | 0.35 | 1.60 | 0.63 | 1.66 | 2.36 | -0.68 | -0.50 |
| Standard Deviation(%) | NA | 9.18 | 11.58 | 13.36 | 11.06 | NA | NA | … | … | 10.82 | 9.26 | 9.33 | 15.11 | 9.49 | 19.95 | 7.53 | 10.62 | 4.33 | 8.24 | 8.82 | 6.82 | 6.92 | 7.59 | 13.26 | 10.82 | 16.52 | 24.42 | 9.96 | 6.60 | 5.81 | 6.29 | 8.27 | 11.80 | 8.89 |
| Draw Down(%) | NA | 4.92 | 22.74 | 24.69 | 24.69 | NA | NA | … | … | 0.92 | 4.78 | 10.28 | 23.59 | 6.74 | 21.68 | 3.77 | 12.48 | 1.59 | 6.83 | 8.38 | 5.06 | 5.59 | 6.02 | 11.20 | 8.88 | 20.19 | 39.02 | 7.09 | 5.87 | 4.08 | 6.19 | 7.10 | 18.30 | 12.22 |
| Yield(%) | NA | 2.86 | 4.58 | 3.76 | 2.91 | NA | NA | … | … | NA | 0.84 | 2.63 | 4.53 | 5.44 | 2.73 | 2.75 | 2.18 | 0.46 | 2.91 | 2.40 | 2.40 | 3.69 | 2.67 | 2.48 | 2.71 | 3.14 | 4.30 | 6.07 | 7.20 | 3.93 | 3.99 | 2.06 | 3.09 | 3.02 |
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 Strategic Asset Allocation – |
-10.11%
Feb 2006 – Feb 2009 |
-3.23%
Feb 2004 – Feb 2009 |
5.21%
Sep 2001 – Sep 2011 |
5.73%
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 Strategic Asset Allocation – |
22.74%
Feb 2009 – Feb 2012 |
18.11%
Feb 2009 – Feb 2014 |
12.31%
Feb 2009 – Feb 2019 |
10.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart