Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRIBUNE COMPANY 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.11% | 1.55% | 7.74% | 6.81% | 8.70% | 9.06% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRIBUNE COMPANY 401K SAVINGS 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 (%) | -0.80 | 21.11 | 1.55 | 7.74 | 6.81 | 8.70 | 9.06 | … | … | 0.74 | 7.84 | 16.19 | -16.60 | 13.59 | 17.10 | 18.85 | -4.61 | 10.31 | 10.91 | -1.68 | 7.28 | 19.90 | 12.41 | 3.48 | 17.79 | 14.10 | 3.08 | 9.07 | 12.66 | 8.94 | 14.60 | 24.87 | 3.68 | -5.90 |
| Sharpe Ratio | NA | 0.35 | -0.12 | 0.32 | 0.44 | NA | NA | … | … | 0.07 | 0.13 | 1.38 | -1.16 | 1.15 | 0.84 | 2.27 | -0.56 | 1.87 | 1.17 | -0.20 | 0.92 | 2.48 | 1.49 | 0.22 | 1.48 | 1.43 | 0.30 | 0.66 | 1.10 | 1.00 | 1.68 | 3.20 | 0.43 | -1.09 |
| Standard Deviation(%) | NA | 9.63 | 11.67 | 13.84 | 11.45 | NA | NA | … | … | 10.03 | 9.79 | 8.65 | 15.45 | 11.79 | 20.17 | 7.68 | 10.51 | 5.17 | 9.13 | 8.70 | 7.89 | 8.02 | 8.28 | 15.40 | 11.93 | 9.81 | 7.20 | 9.20 | 8.54 | 6.77 | 8.14 | 7.57 | 5.97 | 7.51 |
| Draw Down(%) | NA | 5.84 | 19.05 | 23.61 | 23.61 | NA | NA | … | … | 0.77 | 5.84 | 7.71 | 20.71 | 6.14 | 23.61 | 3.73 | 15.01 | 2.31 | 7.23 | 9.25 | 5.45 | 4.52 | 5.44 | 13.86 | 7.86 | 4.99 | 5.45 | 6.68 | 9.96 | 4.28 | 7.53 | 4.49 | 5.49 | 12.13 |
| Yield(%) | NA | 3.05 | 4.36 | 4.22 | 4.01 | NA | NA | … | … | NA | 1.48 | 2.36 | 2.32 | 8.25 | 4.46 | 4.08 | 3.70 | 5.04 | 2.90 | 1.67 | 6.19 | 4.59 | 2.86 | 2.39 | 1.99 | 3.84 | 5.28 | 6.21 | 4.91 | 5.08 | 2.67 | 2.67 | 1.94 | 5.87 |
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 |
|---|---|---|---|---|
| TRIBUNE COMPANY 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
0.72%
Apr 2021 – Apr 2024 |
2.71%
Mar 2015 – Mar 2020 |
5.63%
Oct 2013 – Oct 2023 |
7.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRIBUNE COMPANY 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
17.61%
Apr 2003 – Apr 2006 |
14.60%
Jun 2009 – Jun 2014 |
12.26%
Apr 2003 – Apr 2013 |
11.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart