Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES Tactical Asset Allocation Moderate | NA | 19.08% | 0.54% | 4.82% | 4.02% | 5.67% | 7.89% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES 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 (%) | -1.30 | 19.08 | 0.54 | 4.82 | 4.02 | 5.67 | 7.89 | … | … | 0.38 | 2.72 | 13.03 | -16.51 | 16.03 | 9.06 | 12.77 | -10.67 | 11.14 | 9.76 | -4.96 | 2.26 | 4.81 | 16.79 | 4.23 | 11.38 | 26.32 | -1.96 | 21.28 | 14.85 | 14.72 | 16.97 | 26.28 | 7.47 | 0.78 |
| Sharpe Ratio | NA | -0.23 | -0.34 | 0.14 | 0.17 | NA | NA | … | … | 0.04 | -0.38 | 0.89 | -1.19 | 1.55 | 0.42 | 1.59 | -1.31 | 1.84 | 1.03 | -0.51 | 0.26 | 0.59 | 2.02 | 0.26 | 0.91 | 2.35 | -0.37 | 1.49 | 1.21 | 1.63 | 1.84 | 3.88 | 1.20 | -0.28 |
| Standard Deviation(%) | NA | 10.14 | 11.90 | 13.94 | 11.49 | NA | NA | … | … | 7.67 | 10.29 | 9.86 | 14.98 | 10.36 | 20.87 | 7.13 | 9.12 | 5.72 | 9.27 | 9.80 | 8.55 | 8.03 | 8.29 | 16.41 | 12.39 | 11.15 | 7.75 | 12.27 | 9.55 | 7.70 | 8.73 | 6.59 | 5.29 | 5.52 |
| Draw Down(%) | NA | 6.25 | 19.64 | 28.27 | 28.27 | NA | NA | … | … | 0.48 | 6.17 | 9.59 | 21.78 | 5.25 | 28.27 | 2.96 | 15.69 | 2.64 | 5.71 | 12.84 | 8.69 | 10.85 | 5.15 | 12.91 | 9.07 | 4.92 | 8.17 | 9.24 | 11.63 | 5.30 | 11.87 | 4.47 | 4.63 | 5.57 |
| Yield(%) | NA | 2.61 | 3.50 | 2.99 | 2.72 | NA | NA | … | … | NA | 1.43 | 2.70 | 4.55 | 3.37 | 1.88 | 2.23 | 2.58 | 2.63 | 2.45 | 1.51 | 2.95 | 1.16 | 3.79 | 5.34 | 2.51 | 3.65 | 3.34 | 5.74 | 3.55 | 5.44 | 5.16 | 7.99 | 5.32 | 6.21 |
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 |
|---|---|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES Tactical Asset Allocation Moderate |
-3.43%
Mar 2017 – Mar 2020 |
-0.91%
Mar 2015 – Mar 2020 |
2.45%
Apr 2013 – Apr 2023 |
5.01%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES Tactical Asset Allocation Moderate |
22.75%
Apr 2003 – Apr 2006 |
19.93%
Mar 2003 – Mar 2008 |
15.74%
Apr 2003 – Apr 2013 |
11.36%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart