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 Strategic Asset Allocation – Optimal Moderate | NA | 21.53% | 2.86% | 5.96% | 5.00% | 6.75% | 6.23% | … | … |
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 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 (%) | -0.99 | 21.53 | 2.86 | 5.96 | 5.00 | 6.75 | 6.23 | … | … | 0.37 | 4.83 | 12.54 | -12.19 | 9.00 | 11.80 | 17.67 | -7.63 | 6.77 | 6.75 | 0.50 | 5.21 | 16.95 | 13.25 | -2.28 | 14.79 | 30.60 | -27.26 | 7.35 | 12.62 | 8.39 | 14.64 | 25.69 | -2.79 | 7.02 |
| Sharpe Ratio | NA | -0.02 | -0.19 | 0.22 | 0.33 | NA | NA | … | … | 0.05 | -0.21 | 0.96 | -1.02 | 0.89 | 0.89 | 2.75 | -1.01 | 1.22 | 0.73 | 0.05 | 0.83 | 2.57 | 1.62 | -0.16 | 1.26 | 1.71 | -1.24 | 0.47 | 1.28 | 1.07 | 1.94 | 3.02 | -0.33 | 0.51 |
| Standard Deviation(%) | NA | 8.17 | 10.27 | 10.85 | 9.52 | NA | NA | … | … | 6.09 | 8.27 | 8.59 | 13.25 | 10.07 | 13.00 | 5.91 | 8.85 | 5.05 | 8.96 | 10.00 | 6.25 | 6.59 | 8.14 | 14.68 | 11.63 | 17.88 | 22.79 | 9.26 | 7.33 | 5.84 | 7.06 | 8.29 | 11.76 | 9.26 |
| Draw Down(%) | NA | 6.51 | 18.55 | 19.81 | 19.81 | NA | NA | … | … | 0.40 | 6.51 | 7.54 | 19.81 | 5.70 | 17.48 | 3.40 | 14.43 | 3.61 | 8.95 | 8.44 | 5.25 | 5.27 | 7.67 | 14.95 | 9.02 | 18.63 | 36.88 | 6.77 | 7.61 | 4.38 | 6.06 | 8.48 | 16.00 | 11.41 |
| Yield(%) | NA | 6.22 | 6.68 | 6.26 | 5.99 | NA | NA | … | … | NA | 0.54 | 6.23 | 4.18 | 9.53 | 6.60 | 6.63 | 5.47 | 0.44 | 4.01 | 11.91 | 5.63 | 4.37 | 3.09 | 3.85 | 3.14 | 3.23 | 4.75 | 6.93 | 5.18 | 4.02 | 3.67 | 2.20 | 4.35 | 5.14 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.96%
Feb 2006 – Feb 2009 |
-1.39%
Feb 2004 – Feb 2009 |
3.67%
Oct 2013 – Oct 2023 |
3.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VISA THRIFT PLAN Strategic Asset Allocation – Optimal Moderate |
21.16%
Feb 2009 – Feb 2012 |
17.29%
Feb 2009 – Feb 2014 |
10.27%
Feb 2009 – Feb 2019 |
8.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart