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 Strategic Asset Allocation – Optimal Moderate | NA | 23.70% | 1.62% | 6.49% | 6.01% | 7.51% | 6.95% | … | … |
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 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 (%) | -0.85 | 23.70 | 1.62 | 6.49 | 6.01 | 7.51 | 6.95 | … | … | 0.31 | 8.62 | 12.78 | -15.85 | 8.07 | 18.21 | 20.90 | -6.24 | 9.86 | 8.62 | -0.44 | 6.55 | 16.46 | 13.17 | -2.72 | 15.86 | 25.10 | -22.89 | 8.40 | 11.64 | 9.50 | 12.75 | 25.29 | -5.74 | 2.40 |
| Sharpe Ratio | NA | 0.41 | -0.22 | 0.25 | 0.41 | NA | NA | … | … | 0.03 | 0.23 | 0.91 | -1.19 | 0.82 | 0.95 | 2.78 | -0.83 | 2.05 | 0.99 | -0.05 | 0.99 | 2.30 | 1.66 | -0.18 | 1.29 | 1.43 | -1.14 | 0.58 | 1.09 | 1.13 | 1.42 | 2.81 | -0.58 | 0.01 |
| Standard Deviation(%) | NA | 8.74 | 11.21 | 12.90 | 10.61 | NA | NA | … | … | 8.19 | 8.83 | 9.41 | 14.49 | 9.81 | 18.92 | 7.01 | 9.05 | 4.50 | 8.46 | 8.55 | 6.62 | 7.14 | 7.90 | 15.27 | 12.24 | 17.44 | 20.83 | 9.28 | 7.68 | 6.46 | 8.31 | 8.76 | 11.73 | 11.08 |
| Draw Down(%) | NA | 4.97 | 20.74 | 22.63 | 22.63 | NA | NA | … | … | 0.69 | 4.97 | 9.31 | 21.60 | 5.42 | 22.63 | 3.22 | 12.78 | 2.02 | 6.53 | 7.85 | 5.11 | 6.16 | 6.22 | 16.46 | 9.52 | 17.83 | 33.86 | 5.91 | 7.92 | 4.13 | 7.28 | 6.98 | 17.71 | 14.47 |
| Yield(%) | NA | 3.87 | 4.76 | 4.24 | 3.88 | NA | NA | … | … | NA | 1.08 | 3.33 | 4.70 | 4.89 | 3.40 | 3.65 | 4.30 | 0.55 | 4.51 | 4.72 | 3.89 | 6.29 | 4.31 | 2.29 | 3.91 | 3.58 | 3.09 | 4.34 | 4.20 | 6.35 | 3.32 | 3.28 | 3.72 | 4.73 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.20%
Feb 2006 – Feb 2009 |
-0.31%
Feb 2004 – Feb 2009 |
4.63%
Oct 2013 – Oct 2023 |
4.96%
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 Strategic Asset Allocation – Optimal Moderate |
19.24%
Feb 2009 – Feb 2012 |
16.45%
Feb 2009 – Feb 2014 |
10.43%
Feb 2009 – Feb 2019 |
9.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart