Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORPORATION SAVINGS AND STOCK INVESTMENT PLAN (PLAN 3.0) Tactical Asset Allocation Moderate | NA | 25.07% | 3.66% | 10.98% | 8.96% | 9.86% | 9.58% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENERAL DYNAMICS CORPORATION SAVINGS AND STOCK INVESTMENT PLAN (PLAN 3.0) 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 (%) | -0.85 | 25.07 | 3.66 | 10.98 | 8.96 | 9.86 | 9.58 | … | … | 0.56 | 10.38 | 14.68 | -13.58 | 9.36 | 22.92 | 31.45 | -5.31 | 9.27 | 12.39 | 1.03 | 9.15 | 19.43 | 10.77 | 2.23 | 15.69 | 18.10 | -3.70 | 8.05 | 12.66 | 6.17 | 12.59 | 17.10 | -4.56 | -5.09 |
| Sharpe Ratio | NA | 0.45 | -0.02 | 0.40 | 0.60 | NA | NA | … | … | 0.05 | 0.35 | 1.21 | -1.03 | 0.81 | 1.14 | 2.86 | -0.64 | 1.54 | 1.32 | 0.11 | 1.16 | 2.34 | 1.22 | 0.14 | 1.39 | 1.87 | -1.00 | 0.51 | 1.08 | 0.62 | 1.37 | 1.82 | -0.83 | -1.27 |
| Standard Deviation(%) | NA | 10.71 | 11.60 | 13.68 | 11.61 | NA | NA | … | … | 10.62 | 10.75 | 8.65 | 14.58 | 11.54 | 19.92 | 10.49 | 10.31 | 5.62 | 9.24 | 9.05 | 7.86 | 8.30 | 8.78 | 15.49 | 11.26 | 9.61 | 4.61 | 9.90 | 8.71 | 6.45 | 8.48 | 9.01 | 6.81 | 5.83 |
| Draw Down(%) | NA | 6.90 | 16.68 | 22.55 | 22.55 | NA | NA | … | … | 0.85 | 6.90 | 8.31 | 18.28 | 6.80 | 22.55 | 3.68 | 13.11 | 2.83 | 6.46 | 8.90 | 4.31 | 3.82 | 6.70 | 12.74 | 8.85 | 5.36 | 7.37 | 6.70 | 9.61 | 4.53 | 8.22 | 5.84 | 9.09 | 10.35 |
| Yield(%) | NA | 5.32 | 5.02 | 6.65 | 5.84 | NA | NA | … | … | NA | 1.06 | 5.35 | 2.71 | 7.16 | 5.12 | 16.95 | 6.72 | 3.32 | 3.50 | 5.04 | 4.81 | 4.69 | 3.68 | 1.93 | 2.95 | 3.77 | 3.64 | 5.85 | 3.85 | 7.02 | 4.15 | 3.29 | 4.55 | 4.02 |
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 |
|---|---|---|---|---|
| GENERAL DYNAMICS CORPORATION SAVINGS AND STOCK INVESTMENT PLAN (PLAN 3.0) Tactical Asset Allocation |
1.83%
Apr 2021 – Apr 2024 |
5.10%
Dec 2013 – Dec 2018 |
7.36%
Sep 2001 – Sep 2011 |
7.66%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENERAL DYNAMICS CORPORATION SAVINGS AND STOCK INVESTMENT PLAN (PLAN 3.0) Tactical Asset Allocation |
20.90%
Dec 2018 – Dec 2021 |
15.05%
Feb 2016 – Feb 2021 |
11.94%
Sep 2011 – Sep 2021 |
10.75%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart