Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VISA THRIFT PLAN Tactical Asset Allocation Moderate | NA | 18.53% | 3.06% | 7.11% | 6.18% | 7.69% | 8.46% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VISA THRIFT 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 (%) | -0.86 | 18.53 | 3.06 | 7.11 | 6.18 | 7.69 | 8.46 | … | … | 0.71 | 4.81 | 11.52 | -7.62 | 8.25 | 13.05 | 17.51 | -4.76 | 11.63 | 7.73 | -2.12 | 7.03 | 14.77 | 14.73 | 0.72 | 14.22 | 23.60 | -1.95 | 8.05 | 15.11 | 8.48 | 15.75 | 12.96 | -1.45 | 9.49 |
| Sharpe Ratio | NA | -0.02 | -0.04 | 0.33 | 0.46 | NA | NA | … | … | 0.09 | -0.20 | 0.89 | -0.76 | 0.82 | 1.03 | 3.53 | -0.58 | 2.30 | 0.89 | -0.25 | 1.10 | 2.15 | 1.89 | 0.05 | 1.44 | 2.40 | -0.49 | 0.53 | 1.56 | 1.09 | 1.94 | 1.74 | -0.45 | 1.87 |
| Standard Deviation(%) | NA | 8.90 | 9.74 | 10.41 | 9.16 | NA | NA | … | … | 7.10 | 8.99 | 8.19 | 11.80 | 10.01 | 12.39 | 4.56 | 10.50 | 4.78 | 8.49 | 8.62 | 6.37 | 6.85 | 7.75 | 14.29 | 9.80 | 9.79 | 5.85 | 9.53 | 7.58 | 5.79 | 7.65 | 7.05 | 5.66 | 3.84 |
| Draw Down(%) | NA | 7.77 | 13.29 | 17.42 | 17.42 | NA | NA | … | … | 0.34 | 7.77 | 6.39 | 14.82 | 5.78 | 16.85 | 1.59 | 14.43 | 1.68 | 7.21 | 10.14 | 4.43 | 4.77 | 7.08 | 14.17 | 7.91 | 4.34 | 10.13 | 6.54 | 8.50 | 4.75 | 6.21 | 8.45 | 5.92 | 2.38 |
| Yield(%) | NA | 9.13 | 8.52 | 7.91 | 7.92 | NA | NA | … | … | NA | 1.18 | 9.15 | 4.33 | 12.55 | 10.00 | 4.89 | 6.61 | 6.97 | 13.22 | 6.60 | 7.30 | 5.19 | 3.09 | 3.88 | 3.94 | 4.17 | 5.56 | 6.31 | 4.70 | 4.06 | 3.40 | 2.57 | 3.97 | 6.85 |
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 |
|---|---|---|---|---|
| VISA THRIFT PLAN Tactical Asset Allocation Moderate |
1.91%
Apr 2021 – Apr 2024 |
2.75%
Mar 2015 – Mar 2020 |
5.17%
Oct 2013 – Oct 2023 |
6.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VISA THRIFT PLAN Tactical Asset Allocation Moderate |
16.50%
Apr 2003 – Apr 2006 |
14.43%
Nov 2008 – Nov 2013 |
11.99%
Mar 2003 – Mar 2013 |
10.28%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart