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 Strategic Asset Allocation – Optimal Moderate | NA | 20.25% | 1.62% | 6.07% | 5.16% | 6.21% | 6.17% | … | … |
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 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 (%) | -0.90 | 20.25 | 1.62 | 6.07 | 5.16 | 6.21 | 6.17 | … | … | -0.02 | 7.16 | 12.27 | -13.93 | 10.01 | 12.59 | 17.39 | -6.75 | 11.56 | 8.06 | -2.96 | 4.18 | 9.17 | 12.54 | -1.24 | 12.27 | 27.89 | -25.82 | 10.09 | 15.17 | 9.30 | 14.73 | 28.87 | -4.00 | 3.09 |
| Sharpe Ratio | NA | 0.19 | -0.25 | 0.22 | 0.35 | NA | NA | … | … | -0.01 | 0.08 | 1.02 | -1.17 | 1.29 | 0.67 | 2.55 | -0.99 | 2.55 | 0.90 | -0.36 | 0.67 | 1.24 | 1.50 | -0.09 | 0.99 | 1.41 | -1.09 | 0.67 | 1.51 | 1.10 | 1.93 | 3.76 | -0.51 | 0.08 |
| Standard Deviation(%) | NA | 7.20 | 9.76 | 11.75 | 9.80 | NA | NA | … | … | 5.19 | 7.26 | 7.88 | 13.10 | 7.72 | 18.53 | 6.27 | 8.17 | 4.28 | 8.74 | 8.38 | 6.26 | 7.35 | 8.32 | 14.66 | 12.25 | 19.78 | 24.54 | 10.62 | 7.87 | 6.46 | 7.15 | 7.50 | 10.06 | 9.95 |
| Draw Down(%) | NA | 3.77 | 19.15 | 22.44 | 22.44 | NA | NA | … | … | 0.44 | 3.77 | 7.71 | 19.69 | 3.74 | 22.44 | 3.35 | 12.35 | 1.66 | 6.81 | 10.37 | 5.57 | 7.67 | 6.88 | 14.55 | 9.47 | 18.45 | 38.28 | 6.63 | 8.31 | 4.17 | 7.81 | 6.37 | 16.40 | 13.41 |
| Yield(%) | NA | 3.01 | 2.78 | 2.58 | 2.24 | NA | NA | … | … | NA | 0.83 | 2.52 | 2.62 | 2.56 | 2.05 | 2.56 | 2.13 | 0.37 | 2.64 | 1.88 | 2.55 | 2.20 | 2.79 | 2.99 | 2.01 | 2.76 | 3.40 | 3.89 | 3.19 | 3.21 | 3.04 | 3.81 | 3.36 | 3.89 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.66%
Feb 2006 – Feb 2009 |
-0.23%
Feb 2004 – Feb 2009 |
3.79%
Oct 2013 – Oct 2023 |
3.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES Strategic Asset Allocation – Optimal Moderate |
20.51%
Mar 2003 – Mar 2006 |
16.90%
Oct 2002 – Oct 2007 |
9.90%
Mar 2003 – Mar 2013 |
8.40%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart