Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 17.88% | 3.10% | 8.84% | 7.71% | 9.31% | 9.27% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE NATIONAL MUTUAL INSURANCE COMPANY 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 (%) | -0.91 | 17.88 | 3.10 | 8.84 | 7.71 | 9.31 | 9.27 | … | … | 0.52 | 4.23 | 12.79 | -10.57 | 12.26 | 20.47 | 18.91 | -3.26 | 13.84 | 8.30 | -1.59 | 11.17 | 20.15 | 10.95 | 3.97 | 15.08 | 15.21 | 0.30 | 9.81 | 12.64 | 6.79 | 11.27 | 14.75 | -6.68 | 0.47 |
| Sharpe Ratio | NA | -0.11 | -0.17 | 0.36 | 0.49 | NA | NA | … | … | 0.05 | -0.23 | 0.97 | -0.83 | 1.10 | 1.04 | 2.40 | -0.43 | 2.38 | 0.97 | -0.18 | 1.37 | 2.66 | 1.36 | 0.27 | 1.49 | 1.66 | -0.11 | 0.67 | 1.11 | 0.71 | 1.43 | 1.72 | -1.14 | -0.26 |
| Standard Deviation(%) | NA | 10.44 | 11.47 | 13.42 | 11.17 | NA | NA | … | … | 8.66 | 10.50 | 8.84 | 14.36 | 11.13 | 19.52 | 7.30 | 10.64 | 5.54 | 8.37 | 9.00 | 8.16 | 7.55 | 7.99 | 14.66 | 10.07 | 9.12 | 5.74 | 10.13 | 8.46 | 6.47 | 7.23 | 8.19 | 6.83 | 6.96 |
| Draw Down(%) | NA | 8.53 | 15.02 | 21.47 | 21.47 | NA | NA | … | … | 0.71 | 8.53 | 7.63 | 15.42 | 6.36 | 21.47 | 3.72 | 13.65 | 2.63 | 6.27 | 10.93 | 5.51 | 4.82 | 6.40 | 12.50 | 7.54 | 4.63 | 5.43 | 6.31 | 9.88 | 4.39 | 6.87 | 6.10 | 8.91 | 8.65 |
| Yield(%) | NA | 3.90 | 4.09 | 4.45 | 3.96 | NA | NA | … | … | NA | 0.91 | 4.00 | 4.57 | 3.62 | 3.77 | 7.25 | 3.28 | 2.46 | 4.31 | 2.78 | 4.60 | 4.66 | 3.39 | 2.15 | 2.24 | 3.58 | 4.38 | 7.92 | 6.32 | 2.87 | 2.95 | 3.14 | 4.51 | 5.21 |
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 NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
1.68%
Dec 2021 – Dec 2024 |
3.75%
Mar 2015 – Mar 2020 |
7.09%
Dec 2014 – Dec 2024 |
7.86%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
17.16%
Dec 2018 – Dec 2021 |
14.27%
Jun 2009 – Jun 2014 |
11.10%
Aug 2004 – Aug 2014 |
10.50%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart