Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUNGARD DATA SYSTEMS INC. SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 16.72% | 2.69% | 5.77% | 5.56% | 7.80% | 7.67% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUNGARD DATA SYSTEMS INC. 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 (%) | -0.94 | 16.72 | 2.69 | 5.77 | 5.56 | 7.80 | 7.67 | … | … | 0.88 | 3.91 | 11.57 | -11.27 | 14.79 | 4.76 | 19.35 | -4.68 | 12.34 | 7.22 | -2.21 | 4.12 | 19.53 | 12.82 | 5.72 | 16.51 | 15.87 | -9.32 | 9.75 | 12.54 | 6.86 | 13.68 | 24.19 | -2.44 | 1.38 |
| Sharpe Ratio | NA | -0.07 | -0.23 | 0.15 | 0.34 | NA | NA | … | … | 0.09 | -0.27 | 0.87 | -0.89 | 1.31 | 0.25 | 2.68 | -0.55 | 2.47 | 0.83 | -0.25 | 0.53 | 2.45 | 1.56 | 0.38 | 1.57 | 1.72 | -1.23 | 0.68 | 1.22 | 0.73 | 1.71 | 3.53 | -0.51 | -0.13 |
| Standard Deviation(%) | NA | 9.74 | 11.12 | 12.95 | 10.83 | NA | NA | … | … | 9.47 | 9.91 | 8.42 | 14.19 | 11.29 | 18.40 | 6.69 | 10.86 | 4.74 | 8.47 | 8.96 | 7.72 | 7.95 | 8.19 | 14.91 | 10.49 | 9.18 | 8.30 | 9.98 | 7.58 | 6.47 | 7.45 | 6.65 | 6.90 | 6.90 |
| Draw Down(%) | NA | 7.52 | 17.76 | 23.65 | 23.65 | NA | NA | … | … | 0.58 | 7.52 | 6.95 | 18.37 | 7.41 | 23.65 | 3.15 | 15.55 | 1.81 | 5.81 | 9.06 | 5.08 | 5.17 | 6.16 | 11.97 | 7.93 | 4.55 | 16.58 | 7.14 | 8.11 | 4.33 | 7.63 | 3.47 | 8.97 | 6.74 |
| Yield(%) | NA | 6.23 | 6.62 | 6.57 | 7.53 | NA | NA | … | … | NA | 1.07 | 6.54 | 6.04 | 7.59 | 7.19 | 7.53 | 7.10 | 2.32 | 10.14 | 16.10 | 6.18 | 3.67 | 3.56 | 2.58 | 2.09 | 3.74 | 4.66 | 7.62 | 6.16 | 5.90 | 2.97 | 4.10 | 2.03 | 7.68 |
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 |
|---|---|---|---|---|
| SUNGARD DATA SYSTEMS INC. SAVINGS PLAN Tactical Asset Allocation Moderate |
0.92%
Apr 2006 – Apr 2009 |
2.19%
Mar 2015 – Mar 2020 |
4.55%
Oct 2013 – Oct 2023 |
6.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUNGARD DATA SYSTEMS INC. SAVINGS PLAN Tactical Asset Allocation Moderate |
16.26%
Jan 2003 – Jan 2006 |
14.79%
Feb 2009 – Feb 2014 |
11.06%
Mar 2003 – Mar 2013 |
9.92%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart