Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATT Interactive 401(k) Success Sharing Plan Strategic Asset Allocation – Optimal Moderate | NA | 24.22% | 2.21% | 6.38% | 3.35% | 4.89% | 8.08% | … | … |
Data as of 09/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATT Interactive 401(k) Success Sharing Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.94 | 24.22 | 2.21 | 6.38 | 3.35 | 4.89 | 8.08 | … | … | 8.73 | 10.12 | -16.21 | 6.10 | 18.87 | 17.32 | -19.61 | 9.82 | 0.31 | -1.04 | 4.09 | 13.99 | 11.75 | -3.40 | 13.09 | 121.78 | -28.05 | 15.52 | 9.10 | 9.54 | 13.50 | 32.91 | -16.96 | -5.73 |
| Sharpe Ratio | NA | 0.36 | -0.30 | 0.20 | 0.10 | NA | NA | … | … | 0.25 | 0.67 | -1.26 | 0.64 | 1.09 | 2.17 | -1.14 | 1.91 | 0.01 | -0.12 | 0.63 | 1.97 | 1.43 | -0.23 | 1.12 | 2.05 | -1.35 | 1.22 | 0.71 | 0.90 | 1.55 | 2.92 | -1.28 | -0.61 |
| Standard Deviation(%) | NA | 9.01 | 10.91 | 12.15 | 11.41 | NA | NA | … | … | 9.07 | 8.80 | 14.00 | 9.55 | 17.08 | 7.32 | 18.33 | 4.80 | 8.35 | 8.96 | 6.49 | 7.09 | 8.20 | 14.71 | 11.57 | 59.30 | 21.53 | 10.29 | 8.17 | 8.22 | 8.11 | 11.05 | 14.14 | 13.29 |
| Draw Down(%) | NA | 5.38 | 22.36 | 24.26 | 25.73 | NA | NA | … | … | 5.38 | 9.16 | 22.36 | 5.22 | 19.34 | 3.45 | 25.52 | 4.69 | 7.84 | 10.14 | 5.09 | 6.65 | 6.96 | 15.38 | 8.68 | 15.23 | 37.11 | 7.66 | 9.66 | 5.77 | 5.57 | 7.97 | 21.66 | 19.16 |
| Yield(%) | NA | 4.48 | 4.36 | 4.67 | 3.85 | NA | NA | … | … | 0.49 | 4.55 | 3.19 | 4.88 | 6.84 | 3.60 | 4.05 | 0.32 | 1.07 | 7.22 | 2.65 | 1.81 | 3.87 | 2.10 | 3.61 | 3.69 | 3.26 | 5.43 | 3.67 | 3.46 | 2.89 | 1.08 | 0.57 | 1.16 |
Data as of 09/30/2024, 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 |
|---|---|---|---|---|
| ATT Interactive 401(k) Success Sharing Plan Strategic Asset Allocation – Optimal Moderate |
-7.47%
Feb 2006 – Feb 2009 |
-2.05%
Mar 2015 – Mar 2020 |
1.33%
Oct 2013 – Oct 2023 |
4.68%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATT Interactive 401(k) Success Sharing Plan Strategic Asset Allocation – Optimal Moderate |
42.22%
Feb 2009 – Feb 2012 |
28.45%
Feb 2009 – Feb 2014 |
15.81%
Mar 2003 – Mar 2013 |
12.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart