Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USA RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 16.29% | 1.30% | 6.50% | 5.99% | 7.29% | 9.22% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USA RETIREMENT 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 (%) | -1.12 | 16.29 | 1.30 | 6.50 | 5.99 | 7.29 | 9.22 | … | … | 0.50 | 4.99 | 12.97 | -15.21 | 15.89 | 12.82 | 21.79 | -8.40 | 13.39 | 7.02 | -2.11 | 3.25 | 12.80 | 10.06 | 6.49 | 11.84 | 19.70 | 3.96 | 21.38 | 16.39 | 14.66 | 16.73 | 24.62 | 5.13 | -0.15 |
| Sharpe Ratio | NA | -0.02 | -0.25 | 0.25 | 0.38 | NA | NA | … | … | 0.06 | -0.18 | 1.04 | -1.14 | 1.53 | 0.68 | 3.36 | -1.04 | 2.22 | 0.78 | -0.25 | 0.45 | 1.72 | 1.30 | 0.45 | 0.97 | 1.77 | 0.36 | 1.49 | 1.38 | 1.67 | 1.83 | 3.66 | 0.76 | -0.39 |
| Standard Deviation(%) | NA | 8.96 | 11.02 | 12.78 | 10.59 | NA | NA | … | … | 7.00 | 9.11 | 8.35 | 14.61 | 10.35 | 18.47 | 6.06 | 9.32 | 5.75 | 8.70 | 8.54 | 7.22 | 7.41 | 7.67 | 14.45 | 12.12 | 11.08 | 8.33 | 12.38 | 9.50 | 7.48 | 8.60 | 6.53 | 5.30 | 6.38 |
| Draw Down(%) | NA | 4.98 | 18.54 | 23.98 | 23.98 | NA | NA | … | … | 0.40 | 4.98 | 6.48 | 20.56 | 5.75 | 23.98 | 2.34 | 13.96 | 2.40 | 6.45 | 10.47 | 6.89 | 7.65 | 5.98 | 10.89 | 8.81 | 6.05 | 5.45 | 9.29 | 11.24 | 4.76 | 11.84 | 4.49 | 5.05 | 7.90 |
| Yield(%) | NA | 6.96 | 5.97 | 4.50 | 3.84 | NA | NA | … | … | NA | 0.87 | 7.54 | 5.55 | 5.14 | 2.19 | 2.32 | 3.02 | 2.24 | 4.32 | 2.50 | 4.61 | 1.27 | 4.08 | 3.87 | 2.56 | 1.95 | 5.01 | 6.04 | 3.23 | 5.71 | 4.45 | 4.67 | 1.89 | 2.37 |
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 |
|---|---|---|---|---|
| USA RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.19%
Dec 2021 – Dec 2024 |
1.58%
Mar 2015 – Mar 2020 |
4.84%
Oct 2013 – Oct 2023 |
6.74%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USA RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
22.43%
Apr 2003 – Apr 2006 |
20.02%
Mar 2003 – Mar 2008 |
15.36%
Apr 2003 – Apr 2013 |
11.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart