Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNION PACIFIC AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT PLAN Tactical Asset Allocation Moderate | NA | 30.43% | 5.64% | 10.74% | 8.73% | 10.78% | 10.30% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNION PACIFIC AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT PLAN 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 (%) | -1.67 | 30.43 | 5.64 | 10.74 | 8.73 | 10.78 | 10.30 | … | … | 0.51 | 14.65 | 14.86 | -13.40 | 17.83 | 14.92 | 17.73 | -4.93 | 17.92 | 10.41 | -1.05 | 6.69 | 30.36 | 11.97 | 0.89 | 20.55 | 20.38 | -6.23 | 8.45 | 14.11 | 8.48 | 13.84 | 22.33 | -3.88 | 0.51 |
| Sharpe Ratio | NA | 0.75 | 0.11 | 0.39 | 0.46 | NA | NA | … | … | 0.04 | 0.60 | 0.89 | -0.95 | 1.34 | 0.58 | 1.08 | -0.42 | 2.35 | 0.92 | -0.08 | 0.59 | 2.62 | 1.05 | 0.04 | 1.14 | 1.39 | -0.77 | 0.37 | 0.98 | 0.61 | 1.40 | 2.40 | -0.71 | -0.22 |
| Standard Deviation(%) | NA | 13.19 | 13.66 | 16.57 | 14.69 | NA | NA | … | … | 10.88 | 13.33 | 11.95 | 15.54 | 13.33 | 25.13 | 15.13 | 15.03 | 7.37 | 11.09 | 12.72 | 11.32 | 11.58 | 11.39 | 19.29 | 17.88 | 14.62 | 9.35 | 14.63 | 11.01 | 10.33 | 9.22 | 9.03 | 6.99 | 8.03 |
| Draw Down(%) | NA | 8.78 | 17.34 | 27.04 | 27.04 | NA | NA | … | … | 0.92 | 8.78 | 9.94 | 19.09 | 4.95 | 27.04 | 10.42 | 17.26 | 2.51 | 8.71 | 11.25 | 7.38 | 6.60 | 9.02 | 16.93 | 13.84 | 7.51 | 15.78 | 9.85 | 10.39 | 6.13 | 6.72 | 3.72 | 7.98 | 10.46 |
| Yield(%) | NA | 1.63 | 4.55 | 4.61 | 3.90 | NA | NA | … | … | NA | 0.27 | 1.90 | 6.36 | 5.64 | 1.82 | 8.25 | 4.83 | 1.56 | 3.56 | 4.13 | 1.99 | 3.12 | 1.99 | 1.19 | 2.47 | 2.08 | 2.64 | 4.57 | 4.54 | 1.85 | 2.17 | 1.89 | 2.25 | 6.18 |
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 |
|---|---|---|---|---|
| UNION PACIFIC AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT PLAN Tactical Asset Allocation Moderate |
2.20%
Apr 2006 – Apr 2009 |
3.78%
Mar 2015 – Mar 2020 |
6.89%
Oct 2013 – Oct 2023 |
8.37%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNION PACIFIC AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT PLAN Tactical Asset Allocation Moderate |
17.66%
Sep 2011 – Sep 2014 |
17.64%
Jun 2009 – Jun 2014 |
12.51%
Sep 2008 – Sep 2018 |
11.86%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart