Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LENOVO SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 23.76% | 2.55% | 7.92% | 7.67% | 9.17% | 9.91% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LENOVO 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 (%) | -1.31 | 23.76 | 2.55 | 7.92 | 7.67 | 9.17 | 9.91 | … | … | 0.55 | 6.25 | 13.61 | -17.00 | 17.66 | 15.82 | 18.32 | -3.86 | 15.49 | 8.26 | 0.55 | 4.73 | 14.82 | 14.73 | 6.85 | 17.60 | 22.89 | 3.10 | 9.21 | 18.69 | 7.24 | 13.57 | 23.60 | 7.40 | 4.16 |
| Sharpe Ratio | NA | 0.13 | -0.27 | 0.30 | 0.48 | NA | NA | … | … | 0.06 | -0.03 | 1.14 | -1.33 | 1.87 | 0.78 | 2.69 | -0.54 | 3.20 | 0.93 | 0.06 | 0.62 | 2.04 | 2.02 | 0.45 | 1.34 | 2.09 | 0.31 | 0.64 | 2.08 | 0.72 | 1.46 | 3.94 | 1.14 | 0.33 |
| Standard Deviation(%) | NA | 9.78 | 10.86 | 13.01 | 10.77 | NA | NA | … | … | 8.19 | 9.87 | 8.18 | 13.79 | 9.43 | 20.02 | 6.29 | 9.58 | 4.64 | 8.68 | 9.30 | 7.60 | 7.24 | 7.28 | 15.04 | 13.10 | 10.91 | 7.13 | 9.74 | 7.41 | 7.06 | 8.65 | 5.81 | 5.53 | 5.66 |
| Draw Down(%) | NA | 8.16 | 18.85 | 22.96 | 22.96 | NA | NA | … | … | 0.61 | 8.13 | 6.89 | 20.99 | 4.85 | 22.96 | 3.02 | 13.74 | 1.58 | 6.78 | 9.08 | 6.11 | 7.99 | 4.96 | 11.49 | 7.97 | 4.64 | 6.45 | 6.13 | 5.53 | 4.18 | 10.76 | 4.33 | 5.05 | 4.97 |
| Yield(%) | NA | 4.23 | 5.47 | 5.69 | 5.34 | NA | NA | … | … | NA | 1.00 | 4.39 | 4.57 | 8.30 | 7.18 | 5.44 | 3.44 | 4.41 | 4.57 | 7.10 | 5.97 | 5.37 | 4.18 | 4.39 | 4.85 | 6.19 | 10.53 | 6.20 | 5.11 | 5.05 | 2.90 | 4.84 | 4.88 | 7.75 |
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 |
|---|---|---|---|---|
| LENOVO SAVINGS PLAN Tactical Asset Allocation Moderate |
0.06%
Dec 2021 – Dec 2024 |
3.92%
Mar 2015 – Mar 2020 |
5.92%
Oct 2013 – Oct 2023 |
8.47%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LENOVO SAVINGS PLAN Tactical Asset Allocation Moderate |
18.36%
Mar 2009 – Mar 2012 |
15.86%
Nov 2008 – Nov 2013 |
13.91%
Apr 2003 – Apr 2013 |
12.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart