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 Strategic Asset Allocation – Optimal Moderate | NA | 24.29% | 7.48% | 10.87% | 7.96% | 8.58% | 6.86% | … | … |
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 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 (%) | -0.84 | 24.29 | 7.48 | 10.87 | 7.96 | 8.58 | 6.86 | … | … | 0.51 | 15.62 | 13.02 | -4.17 | 10.29 | 17.96 | 17.01 | -2.95 | 8.06 | 6.92 | 0.64 | 5.06 | 18.97 | 9.94 | 0.60 | 11.31 | 18.93 | -25.75 | 5.97 | 8.53 | 7.21 | 9.83 | 20.03 | -12.67 | 2.48 |
| Sharpe Ratio | NA | 1.28 | 0.38 | 0.61 | 0.59 | NA | NA | … | … | 0.04 | 1.15 | 1.14 | -0.42 | 1.08 | 0.88 | 1.76 | -0.39 | 1.38 | 0.81 | 0.07 | 0.67 | 2.62 | 1.27 | 0.04 | 0.89 | 1.04 | -1.17 | 0.32 | 0.72 | 0.78 | 1.18 | 1.86 | -0.95 | 0.02 |
| Standard Deviation(%) | NA | 7.84 | 9.87 | 12.58 | 10.82 | NA | NA | … | … | 10.75 | 7.85 | 7.70 | 13.08 | 9.51 | 20.20 | 8.86 | 10.85 | 5.37 | 8.33 | 9.41 | 7.50 | 7.24 | 7.82 | 15.03 | 12.58 | 18.09 | 22.75 | 9.38 | 7.28 | 6.43 | 7.53 | 10.40 | 14.43 | 10.06 |
| Draw Down(%) | NA | 4.59 | 11.88 | 20.35 | 20.35 | NA | NA | … | … | 0.91 | 4.59 | 6.22 | 11.88 | 4.43 | 20.35 | 5.95 | 13.70 | 2.58 | 7.66 | 7.25 | 4.40 | 3.00 | 6.02 | 13.47 | 10.83 | 16.16 | 33.16 | 6.94 | 7.03 | 3.91 | 5.40 | 7.74 | 22.01 | 12.79 |
| Yield(%) | NA | 2.48 | 4.18 | 2.90 | 2.19 | NA | NA | … | … | NA | 0.80 | 2.37 | 6.30 | 2.83 | 0.83 | 1.42 | 1.20 | 0.48 | 1.30 | 3.03 | 1.07 | 1.13 | 1.74 | 0.56 | 0.85 | 0.84 | 0.83 | 4.18 | 5.88 | 1.77 | 1.40 | 1.02 | 0.74 | 2.75 |
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 Strategic Asset Allocation – Optimal Mo |
-9.08%
Feb 2006 – Feb 2009 |
-2.48%
Feb 2004 – Feb 2009 |
3.37%
Aug 2001 – Aug 2011 |
4.32%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNION PACIFIC AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT PLAN Strategic Asset Allocation – Optimal Mo |
16.08%
Feb 2009 – Feb 2012 |
14.33%
Feb 2009 – Feb 2014 |
9.50%
Feb 2009 – Feb 2019 |
9.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart