Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFFINIA GROUP PARTNERS IN WEALTH SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 16.00% | 3.32% | 8.45% | 7.84% | 9.37% | 9.82% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFFINIA GROUP PARTNERS IN WEALTH 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 (%) | -1.08 | 16.00 | 3.32 | 8.45 | 7.84 | 9.37 | 9.82 | … | … | 0.63 | 2.13 | 19.38 | -11.17 | 13.32 | 15.83 | 16.77 | -1.19 | 15.67 | 8.01 | -0.01 | 9.42 | 20.93 | 12.36 | 3.33 | 15.36 | 9.43 | 12.46 | 10.80 | 12.63 | 7.70 | 14.11 | 27.07 | 7.04 | 0.97 |
| Sharpe Ratio | NA | -0.35 | -0.08 | 0.36 | 0.53 | NA | NA | … | … | 0.06 | -0.50 | 1.68 | -0.86 | 1.16 | 0.82 | 2.04 | -0.23 | 2.58 | 0.94 | 0.00 | 1.16 | 2.76 | 1.58 | 0.22 | 1.30 | 0.90 | 1.53 | 0.74 | 1.11 | 0.82 | 1.73 | 3.26 | 0.93 | -0.16 |
| Standard Deviation(%) | NA | 8.88 | 11.14 | 13.15 | 11.06 | NA | NA | … | … | 9.10 | 8.94 | 9.03 | 14.52 | 11.50 | 18.95 | 7.53 | 10.74 | 5.82 | 8.32 | 9.23 | 8.14 | 7.56 | 7.80 | 15.00 | 11.71 | 10.32 | 7.53 | 10.49 | 8.45 | 6.74 | 7.63 | 8.09 | 6.39 | 8.31 |
| Draw Down(%) | NA | 6.58 | 16.29 | 19.79 | 19.79 | NA | NA | … | … | 0.68 | 6.58 | 6.76 | 16.97 | 6.37 | 19.79 | 3.60 | 12.51 | 2.58 | 5.55 | 10.10 | 5.80 | 3.94 | 4.98 | 13.16 | 7.78 | 8.28 | 4.95 | 6.67 | 9.59 | 4.32 | 7.67 | 4.18 | 5.20 | 7.77 |
| Yield(%) | NA | 9.42 | 6.84 | 5.88 | 4.78 | NA | NA | … | … | NA | 1.26 | 9.54 | 5.45 | 5.71 | 3.71 | 5.90 | 5.94 | 3.13 | 3.46 | 2.80 | 3.41 | 5.43 | 3.27 | 2.69 | 1.95 | 4.08 | 6.10 | 8.25 | 6.71 | 4.79 | 2.97 | 4.62 | 6.05 | 4.76 |
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 |
|---|---|---|---|---|
| AFFINIA GROUP PARTNERS IN WEALTH SAVINGS PLAN Tactical Asset Allocation Moderate |
2.70%
Dec 2021 – Dec 2024 |
4.51%
Mar 2015 – Mar 2020 |
7.24%
Oct 2013 – Oct 2023 |
8.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFFINIA GROUP PARTNERS IN WEALTH SAVINGS PLAN Tactical Asset Allocation Moderate |
17.57%
Apr 2003 – Apr 2006 |
14.78%
Mar 2003 – Mar 2008 |
13.07%
Apr 2003 – Apr 2013 |
12.00%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart