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 Strategic Asset Allocation – Optimal Moderate | NA | 23.88% | 2.48% | 7.44% | 6.41% | 7.65% | 6.91% | … | … |
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 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 (%) | -0.90 | 23.88 | 2.48 | 7.44 | 6.41 | 7.65 | 6.91 | … | … | 0.67 | 4.37 | 14.23 | -14.32 | 8.83 | 18.30 | 19.12 | -3.93 | 13.35 | 5.52 | -0.75 | 4.10 | 17.06 | 13.28 | -1.03 | 14.21 | 25.75 | -26.16 | 9.32 | 12.23 | 8.29 | 13.83 | 26.47 | -6.95 | 3.59 |
| Sharpe Ratio | NA | -0.11 | -0.24 | 0.24 | 0.40 | NA | NA | … | … | 0.06 | -0.26 | 1.11 | -1.02 | 0.84 | 0.94 | 2.23 | -0.54 | 2.77 | 0.66 | -0.08 | 0.63 | 2.21 | 1.65 | -0.07 | 1.17 | 1.51 | -1.23 | 0.66 | 1.16 | 0.98 | 1.74 | 3.08 | -0.72 | 0.13 |
| Standard Deviation(%) | NA | 8.51 | 11.43 | 13.18 | 11.02 | NA | NA | … | … | 9.88 | 8.50 | 9.00 | 15.42 | 10.44 | 19.16 | 7.95 | 9.63 | 4.59 | 8.05 | 10.27 | 6.47 | 7.70 | 8.03 | 15.24 | 12.02 | 16.95 | 21.95 | 9.56 | 7.71 | 6.24 | 7.40 | 8.36 | 11.24 | 9.88 |
| Draw Down(%) | NA | 7.45 | 19.66 | 23.38 | 23.38 | NA | NA | … | … | 0.72 | 7.45 | 9.80 | 20.37 | 7.15 | 23.38 | 3.95 | 12.55 | 2.38 | 7.31 | 9.57 | 5.01 | 6.31 | 6.21 | 15.36 | 9.12 | 16.44 | 36.07 | 6.51 | 8.04 | 4.03 | 7.08 | 6.32 | 18.32 | 13.15 |
| Yield(%) | NA | 7.17 | 7.53 | 6.81 | 5.86 | NA | NA | … | … | NA | 0.76 | 7.14 | 6.17 | 8.16 | 6.43 | 4.89 | 5.73 | 0.34 | 4.31 | 11.46 | 3.33 | 4.24 | 3.42 | 2.14 | 3.09 | 2.82 | 3.44 | 8.60 | 7.36 | 4.28 | 3.98 | 2.50 | 2.48 | 4.26 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.79%
Feb 2006 – Feb 2009 |
-0.76%
Feb 2004 – Feb 2009 |
4.82%
Oct 2013 – Oct 2023 |
4.86%
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 Strategic Asset Allocation – Optimal Moderate |
19.34%
Feb 2009 – Feb 2012 |
16.34%
Feb 2009 – Feb 2014 |
10.52%
Feb 2009 – Feb 2019 |
9.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart