Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGFA CORPORATION EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -19.86% | -12.84% | 0.77% | 3.28% | 6.32% | 7.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGFA CORPORATION EMPLOYEE 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 (%) | -0.25 | -19.86 | -12.84 | 0.77 | 3.28 | 6.32 | 7.41 | … | … | 0.51 | 8.97 | 10.13 | -12.36 | 12.76 | 26.07 | 13.60 | -0.63 | 15.34 | 8.73 | -0.96 | 9.38 | 28.82 | 11.95 | -4.42 | 16.35 | 16.82 | 7.09 | 9.04 | 12.76 | 6.92 | 11.44 | 16.43 | -6.49 | -5.87 |
| Sharpe Ratio | NA | 0.06 | -0.04 | 0.18 | 0.25 | NA | NA | … | … | 0.06 | 0.04 | 0.59 | -0.90 | 0.80 | 1.37 | 0.91 | -0.14 | 2.21 | 0.71 | -0.08 | 0.82 | 2.75 | 0.98 | -0.19 | 1.02 | 1.43 | 0.64 | 0.51 | 1.14 | 0.73 | 1.28 | 1.74 | -1.66 | -1.02 |
| Standard Deviation(%) | NA | 64.60 | 38.77 | 31.97 | 24.12 | NA | NA | … | … | 6.98 | 64.62 | 9.98 | 15.23 | 15.91 | 18.82 | 13.45 | 13.50 | 6.64 | 11.96 | 12.92 | 11.38 | 10.48 | 12.20 | 23.40 | 15.93 | 11.67 | 9.61 | 11.78 | 8.31 | 6.55 | 8.21 | 9.04 | 4.57 | 8.01 |
| Draw Down(%) | NA | 37.19 | 37.19 | 37.19 | 37.19 | NA | NA | … | … | 0.53 | 37.19 | 10.16 | 19.08 | 8.94 | 18.41 | 9.00 | 13.93 | 2.91 | 8.17 | 12.75 | 7.14 | 5.22 | 9.70 | 21.91 | 13.48 | 5.29 | 4.25 | 7.84 | 9.28 | 4.55 | 7.52 | 8.78 | 8.65 | 10.96 |
| Yield(%) | NA | 4.24 | 6.60 | 6.12 | 5.10 | NA | NA | … | … | NA | 0.31 | 5.16 | 2.26 | 13.91 | 4.79 | 6.19 | 3.24 | 2.28 | 2.94 | 4.56 | 8.36 | 7.84 | 2.14 | 0.92 | 1.03 | 1.33 | 5.15 | 6.33 | 5.30 | 3.32 | 1.29 | 1.26 | 1.72 | 1.85 |
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 |
|---|---|---|---|---|
| AGFA CORPORATION EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
-12.40%
Oct 2021 – Oct 2024 |
0.77%
Oct 2019 – Oct 2024 |
3.28%
Oct 2014 – Oct 2024 |
6.35%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFA CORPORATION EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
18.06%
Sep 2011 – Sep 2014 |
15.18%
Nov 2008 – Nov 2013 |
12.56%
Sep 2011 – Sep 2021 |
11.57%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart