Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUTONATION 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 11.17% | 2.65% | 8.99% | 4.83% | 8.01% | 6.36% | … | … |
Data as of 12/29/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUTONATION 401K PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 03/28/2024 |
| 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 (%) | 0.57 | 11.17 | 2.65 | 8.99 | 4.83 | 8.01 | 6.36 | … | … | 4.95 | 11.35 | -12.69 | 10.61 | 18.92 | 20.25 | -7.91 | 7.69 | 7.18 | -3.39 | 1.34 | 14.72 | 15.18 | -0.89 | 14.14 | 30.46 | -27.41 | 11.16 | 11.41 | 8.72 | 12.34 | 22.73 | -5.51 | -0.97 |
| Sharpe Ratio | NA | 1.33 | 0.13 | 0.49 | 0.37 | NA | NA | … | … | 0.56 | 0.78 | -0.96 | 0.94 | 0.94 | 2.49 | -0.86 | 1.14 | 0.83 | -0.29 | 0.18 | 2.07 | 1.95 | -0.06 | 1.18 | 1.77 | -1.33 | 0.89 | 0.97 | 0.96 | 1.43 | 2.73 | -0.57 | -0.32 |
| Standard Deviation(%) | NA | 8.52 | 11.39 | 13.21 | 11.35 | NA | NA | … | … | 7.25 | 9.12 | 14.70 | 11.23 | 19.84 | 7.57 | 10.73 | 6.22 | 8.40 | 11.64 | 7.15 | 7.10 | 7.76 | 15.27 | 11.92 | 17.17 | 21.28 | 9.20 | 8.40 | 6.81 | 7.97 | 8.07 | 11.65 | 10.24 |
| Draw Down(%) | NA | 10.33 | 20.56 | 25.10 | 25.10 | NA | NA | … | … | 2.28 | 10.33 | 20.56 | 6.33 | 25.10 | 3.47 | 15.29 | 4.62 | 7.72 | 10.50 | 6.10 | 6.63 | 6.21 | 15.20 | 9.59 | 18.11 | 36.38 | 5.22 | 8.58 | 4.65 | 6.12 | 7.87 | 16.69 | 15.05 |
| Yield(%) | NA | 7.24 | 8.23 | 6.38 | 6.01 | NA | NA | … | … | 0.63 | 6.99 | 5.41 | 11.71 | 3.58 | 3.16 | 4.91 | 0.41 | 3.91 | 10.98 | 8.29 | 4.84 | 3.74 | 2.50 | 2.69 | 3.30 | 4.68 | 5.79 | 7.17 | 3.58 | 4.81 | 2.96 | 3.59 | 3.85 |
Data as of 12/29/2023, 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 |
|---|---|---|---|---|
| AUTONATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-8.45%
Feb 2006 – Feb 2009 |
-1.33%
Feb 2004 – Feb 2009 |
3.76%
Oct 2013 – Oct 2023 |
4.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUTONATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.48%
Feb 2009 – Feb 2012 |
17.56%
Feb 2009 – Feb 2014 |
9.57%
Feb 2009 – Feb 2019 |
8.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart