Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YOUNG and RUBICAM 401K/SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.34% | 1.55% | 7.47% | 6.99% | 8.70% | 8.51% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YOUNG and RUBICAM 401K/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 (%) | -0.89 | 21.34 | 1.55 | 7.47 | 6.99 | 8.70 | 8.51 | … | … | 40.75 | 16.61 | 12.65 | -16.64 | 13.88 | 17.25 | 19.05 | -3.97 | 11.49 | 8.13 | 0.58 | 9.30 | 16.88 | 14.83 | 4.95 | 14.04 | 15.28 | -10.06 | 11.45 | 11.67 | 10.28 | 13.80 | 22.36 | 0.21 | -1.72 |
| Sharpe Ratio | NA | 1.67 | 0.54 | 0.69 | 0.65 | NA | NA | … | … | 0.17 | 1.09 | 1.08 | -1.29 | 1.29 | 1.29 | 2.74 | -0.54 | 2.19 | 0.95 | 0.07 | 1.26 | 2.30 | 1.94 | 0.35 | 1.17 | 1.62 | -1.37 | 0.91 | 1.11 | 1.32 | 1.76 | 3.39 | -0.13 | -0.60 |
| Standard Deviation(%) | NA | 34.98 | 22.29 | 18.85 | 14.40 | NA | NA | … | … | 239.62 | 9.22 | 7.81 | 13.99 | 10.76 | 13.15 | 6.44 | 9.78 | 4.96 | 8.35 | 8.30 | 7.38 | 7.32 | 7.61 | 14.03 | 11.94 | 9.39 | 8.03 | 9.31 | 7.58 | 6.15 | 7.31 | 6.39 | 6.74 | 6.74 |
| Draw Down(%) | NA | 6.01 | 20.99 | 22.67 | 22.67 | NA | NA | … | … | 0.78 | 6.01 | 6.94 | 21.72 | 5.13 | 13.95 | 3.09 | 13.66 | 2.52 | 6.70 | 7.87 | 4.63 | 5.49 | 5.48 | 11.74 | 8.43 | 4.55 | 16.19 | 6.41 | 8.72 | 3.71 | 7.52 | 3.31 | 6.87 | 9.23 |
| Yield(%) | NA | 4.50 | 4.34 | 3.95 | 4.25 | NA | NA | … | … | NA | 1.28 | 4.41 | 3.51 | 4.84 | 2.55 | 4.85 | 3.57 | 2.69 | 3.21 | 7.74 | 5.99 | 4.42 | 3.78 | 5.06 | 3.10 | 3.80 | 4.70 | 7.42 | 4.68 | 5.23 | 3.74 | 4.51 | 2.11 | 7.48 |
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 |
|---|---|---|---|---|
| YOUNG and RUBICAM 401K/SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.07%
Apr 2021 – Apr 2024 |
4.08%
Sep 2017 – Sep 2022 |
5.84%
Oct 2013 – Oct 2023 |
6.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YOUNG and RUBICAM 401K/SAVINGS PLAN Tactical Asset Allocation Moderate |
16.84%
Apr 2003 – Apr 2006 |
14.71%
Oct 2002 – Oct 2007 |
11.03%
Mar 2003 – Mar 2013 |
10.34%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart