Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HONDA MANUFACTURING 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.52% | 5.49% | 10.61% | 8.38% | 9.56% | 10.36% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HONDA MANUFACTURING 401K 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 (%) | -0.92 | 21.52 | 5.49 | 10.61 | 8.38 | 9.56 | 10.36 | … | … | 0.76 | 8.04 | 16.20 | -6.13 | 12.14 | 18.28 | 18.36 | -4.29 | 12.24 | 7.62 | 1.20 | 7.66 | 18.90 | 16.71 | -0.18 | 14.73 | 22.29 | 2.90 | 11.45 | 14.35 | 10.52 | 16.37 | 26.23 | 2.25 | 8.65 |
| Sharpe Ratio | NA | 0.28 | 0.17 | 0.53 | 0.59 | NA | NA | … | … | 0.06 | 0.13 | 1.39 | -0.57 | 1.27 | 0.93 | 2.21 | -0.54 | 2.52 | 0.85 | 0.12 | 1.03 | 2.62 | 1.90 | -0.01 | 1.26 | 2.25 | 0.33 | 0.87 | 1.31 | 1.34 | 2.02 | 3.67 | 0.23 | 1.17 |
| Standard Deviation(%) | NA | 11.06 | 11.15 | 12.98 | 10.94 | NA | NA | … | … | 12.18 | 11.07 | 8.59 | 13.22 | 9.54 | 19.45 | 7.66 | 10.39 | 4.61 | 8.67 | 9.71 | 7.44 | 7.19 | 8.75 | 16.18 | 11.64 | 9.85 | 5.97 | 9.69 | 8.44 | 6.24 | 7.65 | 6.95 | 5.07 | 5.43 |
| Draw Down(%) | NA | 7.53 | 14.23 | 20.73 | 20.73 | NA | NA | … | … | 1.02 | 7.53 | 6.54 | 14.23 | 5.65 | 20.73 | 3.97 | 12.63 | 1.88 | 9.05 | 8.27 | 5.52 | 5.03 | 6.51 | 14.41 | 8.00 | 4.41 | 5.01 | 6.29 | 9.59 | 4.68 | 6.76 | 2.60 | 4.31 | 4.10 |
| Yield(%) | NA | 5.18 | 5.05 | 5.22 | 5.28 | NA | NA | … | … | NA | 1.01 | 5.56 | 3.19 | 7.05 | 5.39 | 6.32 | 5.07 | 3.83 | 4.02 | 7.08 | 7.49 | 1.53 | 3.88 | 1.57 | 3.43 | 5.21 | 9.12 | 6.85 | 4.27 | 3.25 | 4.08 | 3.36 | 5.43 | 8.82 |
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 |
|---|---|---|---|---|
| HONDA MANUFACTURING 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
3.41%
Mar 2017 – Mar 2020 |
4.31%
Mar 2015 – Mar 2020 |
7.27%
Oct 2013 – Oct 2023 |
8.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HONDA MANUFACTURING 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
19.01%
Apr 2003 – Apr 2006 |
15.75%
Jan 2003 – Jan 2008 |
13.57%
Apr 2003 – Apr 2013 |
12.13%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart