Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRANSUNION 401 K and SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 18.05% | 2.30% | 8.32% | 7.63% | 9.13% | 9.74% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRANSUNION 401 K and 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 (%) | -0.92 | 18.05 | 2.30 | 8.32 | 7.63 | 9.13 | 9.74 | … | … | 0.43 | 5.89 | 13.03 | -10.98 | 13.96 | 18.39 | 21.36 | -5.89 | 11.12 | 13.19 | -0.78 | 7.76 | 18.81 | 13.24 | 1.27 | 17.81 | 19.40 | 2.24 | 11.50 | 12.76 | 10.19 | 12.97 | 15.62 | -1.20 | -3.48 |
| Sharpe Ratio | NA | 0.10 | -0.12 | 0.37 | 0.53 | NA | NA | … | … | 0.04 | -0.07 | 1.03 | -0.91 | 1.14 | 0.88 | 2.92 | -0.76 | 2.08 | 1.44 | -0.09 | 0.97 | 2.40 | 1.55 | 0.08 | 1.60 | 1.94 | 0.20 | 0.84 | 1.21 | 1.24 | 1.53 | 1.93 | -0.34 | -0.76 |
| Standard Deviation(%) | NA | 9.98 | 10.94 | 13.70 | 11.21 | NA | NA | … | … | 8.46 | 10.10 | 8.52 | 13.61 | 12.20 | 20.68 | 6.82 | 9.47 | 5.05 | 8.99 | 8.78 | 7.98 | 7.83 | 8.50 | 15.66 | 11.05 | 9.97 | 6.75 | 10.11 | 7.84 | 6.47 | 7.86 | 7.74 | 6.77 | 7.61 |
| Draw Down(%) | NA | 5.95 | 15.29 | 23.78 | 23.78 | NA | NA | … | … | 0.61 | 5.95 | 7.28 | 16.58 | 5.54 | 23.78 | 3.20 | 14.24 | 2.63 | 7.08 | 7.73 | 5.27 | 5.25 | 6.13 | 14.39 | 8.68 | 4.79 | 7.77 | 6.80 | 9.01 | 4.32 | 7.05 | 5.83 | 7.09 | 10.40 |
| Yield(%) | NA | 5.43 | 6.49 | 5.22 | 4.88 | NA | NA | … | … | NA | 1.40 | 5.49 | 4.02 | 10.20 | 3.34 | 3.85 | 4.28 | 4.24 | 5.16 | 4.98 | 4.29 | 2.45 | 5.92 | 1.98 | 4.18 | 5.43 | 4.92 | 7.43 | 4.70 | 6.31 | 3.42 | 3.63 | 5.78 | 7.35 |
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 |
|---|---|---|---|---|
| TRANSUNION 401 K and SAVINGS PLAN Tactical Asset Allocation Moderate |
1.00%
Apr 2021 – Apr 2024 |
3.86%
Mar 2015 – Mar 2020 |
6.75%
Oct 2013 – Oct 2023 |
8.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRANSUNION 401 K and SAVINGS PLAN Tactical Asset Allocation Moderate |
17.86%
Dec 2018 – Dec 2021 |
14.86%
Oct 2008 – Oct 2013 |
12.46%
Mar 2003 – Mar 2013 |
11.29%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart