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 Strategic Asset Allocation – Optimal Moderate | NA | 24.11% | 0.39% | 6.85% | 6.20% | 7.78% | 6.84% | … | … |
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 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 (%) | -0.85 | 24.11 | 0.39 | 6.85 | 6.20 | 7.78 | 6.84 | … | … | 0.45 | 8.89 | 13.33 | -18.10 | 9.96 | 19.70 | 21.61 | -6.03 | 11.35 | 6.55 | -0.22 | 5.40 | 17.42 | 12.70 | -0.30 | 16.13 | 24.35 | -26.27 | 8.62 | 11.20 | 8.63 | 13.77 | 25.96 | -5.46 | 0.20 |
| Sharpe Ratio | NA | 0.46 | -0.23 | 0.26 | 0.42 | NA | NA | … | … | 0.05 | 0.25 | 0.99 | -1.23 | 1.01 | 1.04 | 2.81 | -0.79 | 2.39 | 0.74 | -0.03 | 0.81 | 2.34 | 1.59 | -0.02 | 1.31 | 1.39 | -1.21 | 0.61 | 0.99 | 0.96 | 1.62 | 3.19 | -0.65 | -0.18 |
| Standard Deviation(%) | NA | 8.91 | 11.82 | 13.20 | 10.82 | NA | NA | … | … | 7.55 | 9.03 | 9.22 | 15.90 | 9.83 | 18.77 | 7.19 | 9.32 | 4.49 | 8.58 | 8.31 | 6.61 | 7.43 | 7.93 | 15.07 | 12.22 | 17.46 | 22.40 | 9.16 | 7.98 | 6.73 | 7.93 | 7.93 | 10.14 | 11.44 |
| Draw Down(%) | NA | 5.16 | 21.77 | 24.76 | 24.76 | NA | NA | … | … | 0.65 | 5.16 | 9.74 | 23.37 | 5.45 | 22.04 | 3.20 | 13.87 | 1.80 | 7.30 | 8.57 | 5.16 | 6.12 | 6.36 | 14.72 | 9.16 | 16.64 | 36.38 | 6.03 | 8.02 | 4.20 | 7.13 | 6.02 | 15.55 | 15.87 |
| Yield(%) | NA | 3.32 | 3.74 | 3.49 | 2.86 | NA | NA | … | … | NA | 0.95 | 2.72 | 3.08 | 4.33 | 3.11 | 3.35 | 4.06 | 0.33 | 2.47 | 1.87 | 2.57 | 4.12 | 2.61 | 2.00 | 2.21 | 2.42 | 2.47 | 6.04 | 3.92 | 3.13 | 2.56 | 2.73 | 2.06 | 3.67 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.39%
Feb 2006 – Feb 2009 |
-1.16%
Feb 2004 – Feb 2009 |
4.66%
Oct 2013 – Oct 2023 |
4.83%
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 Strategic Asset Allocation – Optimal Moderate |
19.91%
Feb 2009 – Feb 2012 |
16.78%
Feb 2009 – Feb 2014 |
10.47%
Feb 2009 – Feb 2019 |
9.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart