Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DANA RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -15.73% | -8.43% | 0.99% | 4.05% | 7.03% | 8.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DANA RETIREMENT 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 (%) | -0.70 | -15.73 | -8.43 | 0.99 | 4.05 | 7.03 | 8.01 | … | … | 0.62 | 4.81 | 13.03 | -12.93 | 13.77 | 15.75 | 17.16 | -1.73 | 15.18 | 9.11 | -0.33 | 10.87 | 20.62 | 12.20 | 3.07 | 18.00 | 9.76 | 12.43 | 10.72 | 12.76 | 6.91 | 14.21 | 24.35 | 5.45 | 0.32 |
| Sharpe Ratio | NA | -0.01 | -0.08 | 0.16 | 0.29 | NA | NA | … | … | 0.06 | -0.04 | 1.01 | -0.96 | 1.17 | 0.81 | 2.08 | -0.28 | 2.59 | 1.02 | -0.04 | 1.36 | 2.81 | 1.49 | 0.20 | 1.51 | 0.92 | 1.53 | 0.76 | 1.09 | 0.70 | 1.73 | 3.06 | 0.65 | -0.25 |
| Standard Deviation(%) | NA | 46.94 | 28.89 | 24.52 | 18.34 | NA | NA | … | … | 8.82 | 46.97 | 8.68 | 14.84 | 11.77 | 19.17 | 7.57 | 10.70 | 5.62 | 8.69 | 9.04 | 7.97 | 7.33 | 8.13 | 15.02 | 11.88 | 10.54 | 7.53 | 10.10 | 8.67 | 6.77 | 7.67 | 7.73 | 6.73 | 7.96 |
| Draw Down(%) | NA | 29.11 | 29.11 | 29.11 | 29.11 | NA | NA | … | … | 0.66 | 29.11 | 7.35 | 18.03 | 6.38 | 19.50 | 3.60 | 12.82 | 2.34 | 5.51 | 9.93 | 5.84 | 3.85 | 5.42 | 12.86 | 7.72 | 8.31 | 4.95 | 6.35 | 9.93 | 4.35 | 7.17 | 3.43 | 5.52 | 9.36 |
| Yield(%) | NA | 4.43 | 5.07 | 4.91 | 4.17 | NA | NA | … | … | NA | 1.40 | 3.97 | 4.99 | 5.86 | 3.63 | 6.40 | 3.63 | 2.51 | 3.98 | 2.91 | 4.19 | 5.82 | 3.40 | 2.25 | 2.05 | 3.93 | 6.10 | 8.43 | 6.45 | 4.82 | 2.92 | 3.82 | 5.77 | 4.89 |
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 |
|---|---|---|---|---|
| DANA RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-8.13%
Oct 2021 – Oct 2024 |
0.99%
Oct 2019 – Oct 2024 |
4.05%
Oct 2014 – Oct 2024 |
7.06%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DANA RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
16.37%
Apr 2003 – Apr 2006 |
15.13%
Jun 2009 – Jun 2014 |
12.88%
Apr 2003 – Apr 2013 |
12.03%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart