Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MICROSEMI DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 12.44% | 11.77% | 10.47% | 11.26% | 11.39% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICROSEMI DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 12.44 | 11.77 | 10.47 | 11.26 | 11.39 | NA | … | … | -0.23 | 11.76 | 11.34 | 2.61 | 8.63 | 17.42 | 11.91 | 2.21 | 16.61 | 21.17 | 2.86 | 11.27 | 12.52 | 10.68 | 13.94 | 22.93 | 4.39 | 9.41 |
| Sharpe Ratio | NA | -0.04 | 0.82 | 0.80 | 1.06 | NA | NA | … | … | -0.12 | 2.16 | 1.24 | 0.26 | 1.04 | 2.22 | 1.49 | 0.14 | 1.45 | 2.37 | 0.32 | 1.06 | 1.47 | 1.61 | 2.31 | 3.39 | 0.68 | 1.36 |
| Standard Deviation(%) | NA | 10.27 | 8.61 | 8.70 | 9.77 | NA | NA | … | … | 10.85 | 5.16 | 8.94 | 9.81 | 8.26 | 7.82 | 7.95 | 15.73 | 11.44 | 8.89 | 5.97 | 7.78 | 6.28 | 5.28 | 5.62 | 6.56 | 4.84 | 5.24 |
| Draw Down(%) | NA | 10.96 | 10.96 | 10.96 | 14.72 | NA | NA | … | … | 10.96 | 1.83 | 7.35 | 9.03 | 5.50 | 5.75 | 6.10 | 14.72 | 8.36 | 4.51 | 5.01 | 5.74 | 7.05 | 3.50 | 5.14 | 3.12 | 4.93 | 4.10 |
| Yield(%) | NA | 4.65 | 5.25 | 5.20 | 4.79 | NA | NA | … | … | 0.65 | 5.32 | 7.41 | 4.06 | 6.48 | 4.23 | 4.72 | 2.27 | 4.04 | 5.10 | 9.12 | 5.36 | 5.96 | 7.95 | 4.82 | 3.72 | 6.36 | 8.28 |
Data as of 08/31/2018, 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 |
|---|---|---|---|---|
| MICROSEMI DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate |
6.58%
Feb 2013 – Feb 2016 |
6.66%
Feb 2011 – Feb 2016 |
9.66%
Feb 2006 – Feb 2016 |
10.46%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICROSEMI DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate |
16.66%
Mar 2003 – Mar 2006 |
14.75%
Feb 2009 – Feb 2014 |
13.15%
Apr 2001 – Apr 2011 |
11.93%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart