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 Strategic Asset Allocation – Optimal Moderate | NA | 0.40% | -5.28% | 4.20% | 5.50% | 7.32% | 6.74% | … | … |
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 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 (%) | -0.74 | 0.40 | -5.28 | 4.20 | 5.50 | 7.32 | 6.74 | … | … | 0.54 | 10.38 | 15.22 | -17.64 | 8.78 | 26.14 | 21.15 | -5.30 | 16.03 | 6.35 | 1.82 | 8.88 | 16.78 | 11.79 | 1.01 | 12.95 | 22.77 | -21.10 | 10.26 | 11.50 | 6.90 | 12.54 | 24.44 | -6.34 | -0.51 |
| Sharpe Ratio | NA | 0.16 | -0.08 | 0.27 | 0.42 | NA | NA | … | … | 0.05 | 0.12 | 1.19 | -1.16 | 0.78 | 1.45 | 2.53 | -0.64 | 3.08 | 0.74 | 0.20 | 1.27 | 2.26 | 1.52 | 0.06 | 1.13 | 1.39 | -1.03 | 0.76 | 1.04 | 0.69 | 1.48 | 2.79 | -0.67 | -0.23 |
| Standard Deviation(%) | NA | 30.57 | 20.74 | 18.62 | 14.41 | NA | NA | … | … | 9.07 | 30.58 | 9.25 | 16.36 | 11.24 | 17.82 | 7.80 | 10.34 | 5.01 | 8.35 | 9.12 | 6.98 | 7.41 | 7.71 | 15.08 | 11.43 | 16.32 | 21.44 | 9.51 | 7.91 | 6.90 | 7.85 | 8.51 | 11.17 | 12.31 |
| Draw Down(%) | NA | 20.18 | 22.52 | 24.68 | 24.68 | NA | NA | … | … | 0.73 | 20.18 | 8.34 | 23.45 | 7.23 | 18.64 | 4.05 | 13.07 | 1.62 | 6.49 | 9.42 | 4.89 | 6.49 | 5.78 | 13.81 | 8.82 | 15.86 | 33.38 | 5.59 | 7.88 | 4.33 | 7.52 | 6.51 | 15.91 | 17.55 |
| Yield(%) | NA | 3.90 | 5.34 | 5.12 | 3.95 | NA | NA | … | … | NA | 0.80 | 3.53 | 5.40 | 5.90 | 6.51 | 3.03 | 3.34 | 0.23 | 3.26 | 4.05 | 3.18 | 3.32 | 2.86 | 2.62 | 2.27 | 3.08 | 3.97 | 7.76 | 5.30 | 4.97 | 2.52 | 3.07 | 3.19 | 2.87 |
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 Strategic Asset Allocation – Optimal Moderate |
-5.76%
Feb 2006 – Feb 2009 |
-0.14%
Feb 2004 – Feb 2009 |
5.50%
Oct 2014 – Oct 2024 |
6.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DANA RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
18.64%
Feb 2009 – Feb 2012 |
16.23%
Feb 2009 – Feb 2014 |
11.25%
Sep 2011 – Sep 2021 |
10.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart