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 Strategic Asset Allocation – Optimal Moderate | NA | 21.58% | 0.91% | 7.47% | 7.06% | 8.34% | 7.48% | … | … |
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 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 (%) | -0.97 | 21.58 | 0.91 | 7.47 | 7.06 | 8.34 | 7.48 | … | … | 0.45 | 3.78 | 13.01 | -15.55 | 6.19 | 24.33 | 20.52 | -4.76 | 15.72 | 6.05 | 1.43 | 6.35 | 16.99 | 12.10 | 0.49 | 13.35 | 26.17 | -22.04 | 9.40 | 10.39 | 7.91 | 12.97 | 25.96 | -5.32 | 3.81 |
| Sharpe Ratio | NA | -0.18 | -0.30 | 0.23 | 0.44 | NA | NA | … | … | 0.04 | -0.27 | 0.95 | -1.08 | 0.55 | 1.31 | 2.44 | -0.59 | 3.04 | 0.70 | 0.15 | 0.89 | 2.24 | 1.55 | 0.03 | 1.17 | 1.61 | -1.06 | 0.69 | 0.92 | 0.94 | 1.67 | 2.82 | -0.60 | 0.15 |
| Standard Deviation(%) | NA | 10.37 | 12.11 | 13.47 | 11.18 | NA | NA | … | … | 9.16 | 10.38 | 9.20 | 15.73 | 11.30 | 18.36 | 7.85 | 10.37 | 4.97 | 8.30 | 9.14 | 7.16 | 7.56 | 7.79 | 15.52 | 11.37 | 16.19 | 21.65 | 9.33 | 7.75 | 6.14 | 7.18 | 8.96 | 10.75 | 10.08 |
| Draw Down(%) | NA | 8.10 | 21.44 | 24.01 | 24.01 | NA | NA | … | … | 0.74 | 8.10 | 9.04 | 22.35 | 7.03 | 18.72 | 4.13 | 13.20 | 1.55 | 6.72 | 9.22 | 5.11 | 6.26 | 6.00 | 14.77 | 8.62 | 15.63 | 33.76 | 5.92 | 7.98 | 4.30 | 7.18 | 6.64 | 16.79 | 12.99 |
| Yield(%) | NA | 3.87 | 5.52 | 5.23 | 4.14 | NA | NA | … | … | NA | 0.80 | 3.48 | 6.11 | 5.69 | 6.14 | 3.53 | 5.28 | 0.21 | 3.05 | 3.90 | 3.01 | 2.94 | 2.62 | 2.86 | 2.14 | 2.78 | 4.55 | 8.09 | 6.48 | 4.38 | 2.85 | 2.82 | 2.64 | 2.98 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.20%
Feb 2006 – Feb 2009 |
-0.33%
Feb 2004 – Feb 2009 |
5.79%
Oct 2013 – Oct 2023 |
5.70%
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 Strategic Asset Allocation – Optimal Moderate |
19.38%
Feb 2009 – Feb 2012 |
16.80%
Feb 2009 – Feb 2014 |
11.13%
Feb 2009 – Feb 2019 |
9.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart