Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| American Funds 401K Corporate Offering Tactical Asset Allocation Moderate | NA | 23.51% | 5.43% | 9.10% | 7.15% | 8.32% | 8.55% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Funds 401K Corporate Offering 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 (%) | -0.98 | 23.51 | 5.43 | 9.10 | 7.15 | 8.32 | 8.55 | … | … | 0.80 | 9.30 | 15.49 | -8.87 | 11.63 | 12.66 | 16.96 | -5.47 | 13.02 | 6.37 | 0.10 | 8.89 | 16.49 | 10.61 | 2.93 | 11.25 | 15.57 | 0.43 | 9.19 | 13.18 | 6.87 | 10.20 | 13.82 | -1.11 | 2.31 |
| Sharpe Ratio | NA | 0.40 | 0.14 | 0.43 | 0.53 | NA | NA | … | … | 0.08 | 0.25 | 1.42 | -0.82 | 1.21 | 0.72 | 2.57 | -0.72 | 3.23 | 0.82 | 0.01 | 1.23 | 2.54 | 1.52 | 0.24 | 1.34 | 2.21 | -0.18 | 0.69 | 1.53 | 0.84 | 1.23 | 1.91 | -0.60 | 0.01 |
| Standard Deviation(%) | NA | 10.67 | 10.56 | 12.05 | 9.94 | NA | NA | … | … | 9.45 | 10.72 | 7.92 | 12.51 | 9.60 | 17.29 | 6.06 | 9.37 | 3.84 | 7.48 | 8.29 | 7.23 | 6.47 | 6.93 | 12.29 | 8.35 | 7.00 | 2.75 | 8.92 | 6.49 | 5.58 | 7.54 | 6.89 | 3.67 | 0.05 |
| Draw Down(%) | NA | 7.74 | 13.80 | 19.89 | 19.89 | NA | NA | … | … | 0.72 | 7.74 | 5.71 | 14.55 | 5.04 | 19.89 | 3.13 | 12.41 | 1.39 | 6.26 | 7.95 | 4.50 | 4.80 | 5.19 | 10.51 | 7.31 | 3.67 | 3.34 | 6.46 | 7.75 | 4.16 | 6.44 | 6.45 | 3.70 | 0.00 |
| Yield(%) | NA | 5.45 | 4.19 | 4.51 | 4.42 | NA | NA | … | … | NA | 1.07 | 5.50 | 2.44 | 5.68 | 4.37 | 5.77 | 4.34 | 3.99 | 3.02 | 4.41 | 6.66 | 4.55 | 2.16 | 1.75 | 2.25 | 2.98 | 3.00 | 7.20 | 6.53 | 3.93 | 2.18 | 2.96 | 0.59 | 2.31 |
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 |
|---|---|---|---|---|
| American Funds 401K Corporate Offering Tactical Asset Allocation Moderate |
3.26%
Mar 2017 – Mar 2020 |
3.65%
Mar 2015 – Mar 2020 |
5.96%
Oct 2013 – Oct 2023 |
6.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Funds 401K Corporate Offering Tactical Asset Allocation Moderate |
13.73%
Dec 2018 – Dec 2021 |
12.36%
Feb 2009 – Feb 2014 |
10.29%
Aug 2004 – Aug 2014 |
9.49%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart