Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE SAVINGS AND RETIREMENT PLAN FOR AFFILIATED POST COMPANIES Strategic Asset Allocation – Optimal Moderate | NA | 26.42% | 5.96% | 10.22% | 8.14% | 9.51% | 7.90% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE SAVINGS AND RETIREMENT PLAN FOR AFFILIATED POST COMPANIES 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 (%) | -1.08 | 26.42 | 5.96 | 10.22 | 8.14 | 9.51 | 7.90 | … | … | 0.43 | 13.12 | 11.95 | -7.54 | 10.49 | 20.07 | 20.45 | -2.58 | 9.55 | 10.66 | -3.34 | 7.52 | 20.81 | 12.31 | 4.73 | 11.52 | 25.54 | -23.83 | 4.65 | 9.56 | 6.82 | 10.06 | 16.88 | -2.73 | 12.16 |
| Sharpe Ratio | NA | 0.93 | 0.15 | 0.51 | 0.58 | NA | NA | … | … | 0.05 | 0.79 | 0.91 | -0.63 | 1.16 | 0.97 | 2.47 | -0.36 | 1.87 | 1.28 | -0.36 | 1.05 | 3.06 | 1.71 | 0.36 | 0.94 | 1.40 | -1.18 | 0.18 | 0.93 | 0.59 | 1.22 | 1.92 | -0.35 | 1.03 |
| Standard Deviation(%) | NA | 8.17 | 10.64 | 12.98 | 10.92 | NA | NA | … | … | 7.20 | 8.27 | 8.42 | 14.17 | 9.05 | 20.50 | 7.72 | 10.76 | 4.77 | 8.19 | 9.40 | 7.12 | 6.80 | 7.17 | 12.90 | 12.13 | 18.16 | 20.91 | 9.09 | 6.78 | 7.84 | 7.49 | 8.42 | 10.98 | 9.60 |
| Draw Down(%) | NA | 4.24 | 14.80 | 22.05 | 22.05 | NA | NA | … | … | 0.54 | 4.24 | 7.92 | 15.20 | 4.32 | 22.05 | 4.15 | 12.97 | 2.07 | 6.50 | 9.39 | 4.25 | 3.13 | 5.32 | 11.12 | 10.79 | 18.19 | 33.29 | 6.01 | 6.38 | 4.91 | 6.31 | 6.65 | 15.43 | 9.30 |
| Yield(%) | NA | 2.68 | 4.15 | 4.38 | 3.02 | NA | NA | … | … | NA | 0.91 | 2.12 | 4.92 | 4.40 | 5.38 | 4.70 | 1.60 | 0.45 | 2.44 | 1.90 | 1.74 | 1.84 | 1.80 | 1.74 | 2.21 | 2.64 | 3.96 | 7.14 | 4.90 | 3.29 | 2.29 | 2.69 | 3.26 | 5.70 |
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 |
|---|---|---|---|---|
| THE SAVINGS AND RETIREMENT PLAN FOR AFFILIATED POST COMPANIES Strategic Asset Allocation – Optimal M |
-8.78%
Feb 2006 – Feb 2009 |
-2.53%
Feb 2004 – Feb 2009 |
5.52%
Dec 2001 – Dec 2011 |
6.24%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE SAVINGS AND RETIREMENT PLAN FOR AFFILIATED POST COMPANIES Strategic Asset Allocation – Optimal M |
20.90%
Feb 2009 – Feb 2012 |
18.08%
Feb 2009 – Feb 2014 |
11.54%
Feb 2009 – Feb 2019 |
11.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart