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 Strategic Asset Allocation – Optimal Moderate | NA | 20.65% | 0.08% | 6.60% | 5.19% | 6.55% | 6.36% | … | … |
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 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 (%) | -0.81 | 20.65 | 0.08 | 6.60 | 5.19 | 6.55 | 6.36 | … | … | 0.32 | 6.79 | 10.96 | -16.56 | 7.19 | 21.52 | 19.00 | -6.72 | 12.38 | 5.84 | -4.24 | 3.82 | 9.77 | 12.92 | -0.79 | 14.24 | 31.16 | -28.02 | 10.69 | 13.37 | 10.54 | 15.61 | 26.45 | -3.55 | 2.42 |
| Sharpe Ratio | NA | 0.18 | -0.33 | 0.21 | 0.32 | NA | NA | … | … | 0.04 | 0.02 | 0.78 | -1.23 | 0.74 | 1.14 | 2.40 | -0.91 | 2.38 | 0.64 | -0.51 | 0.61 | 1.25 | 1.54 | -0.05 | 1.11 | 1.55 | -1.16 | 0.71 | 1.24 | 1.27 | 1.94 | 3.67 | -0.49 | 0.01 |
| Standard Deviation(%) | NA | 7.97 | 10.78 | 12.59 | 10.46 | NA | NA | … | … | 6.39 | 8.05 | 8.55 | 14.57 | 9.67 | 18.61 | 7.32 | 8.78 | 4.94 | 8.76 | 8.41 | 6.23 | 7.79 | 8.36 | 14.96 | 12.71 | 20.07 | 24.98 | 10.83 | 8.12 | 6.60 | 7.57 | 7.01 | 9.42 | 9.69 |
| Draw Down(%) | NA | 5.28 | 20.91 | 23.75 | 23.75 | NA | NA | … | … | 0.46 | 5.20 | 8.56 | 22.14 | 5.93 | 21.97 | 3.98 | 12.91 | 2.21 | 7.17 | 11.86 | 5.54 | 8.09 | 6.59 | 14.73 | 8.56 | 17.39 | 40.41 | 7.11 | 9.09 | 4.57 | 8.65 | 6.17 | 16.04 | 14.82 |
| Yield(%) | NA | 4.76 | 5.05 | 4.06 | 2.89 | NA | NA | … | … | NA | 0.59 | 5.09 | 4.83 | 4.19 | 2.57 | 2.73 | 2.40 | 0.22 | 2.90 | 1.29 | 1.86 | 3.01 | 2.41 | 1.81 | 1.60 | 1.88 | 3.61 | 6.48 | 4.21 | 4.68 | 4.09 | 2.61 | 1.35 | 2.15 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.57%
Feb 2006 – Feb 2009 |
-0.48%
Feb 2004 – Feb 2009 |
3.77%
Oct 2013 – Oct 2023 |
3.87%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USA RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
21.96%
Feb 2009 – Feb 2012 |
16.53%
Oct 2002 – Oct 2007 |
10.08%
Mar 2003 – Mar 2013 |
8.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart