Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARRIS GROUP INC. EE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 34.26% | 14.32% | 14.65% | 11.27% | 11.00% | 10.96% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARRIS GROUP INC. EE SAVINGS PLAN 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 (%) | -0.60 | 34.26 | 14.32 | 14.65 | 11.27 | 11.00 | 10.96 | … | … | 0.38 | 18.92 | 22.94 | -2.81 | 14.96 | 16.68 | 20.49 | 0.69 | 9.83 | 10.32 | 0.08 | 4.55 | 16.31 | 12.85 | 3.17 | 11.47 | 19.84 | 1.64 | 10.72 | 17.70 | 6.58 | 12.93 | 14.78 | 2.49 | 3.50 |
| Sharpe Ratio | NA | 1.33 | 0.88 | 0.87 | 0.85 | NA | NA | … | … | 0.03 | 1.24 | 2.36 | -0.32 | 1.35 | 0.82 | 3.12 | -0.06 | 1.86 | 1.19 | 0.01 | 0.56 | 2.29 | 1.63 | 0.20 | 1.02 | 1.86 | 0.79 | 0.79 | 2.13 | 0.65 | 1.56 | 2.50 | 0.41 | 0.35 |
| Standard Deviation(%) | NA | 9.86 | 10.49 | 13.07 | 10.77 | NA | NA | … | … | 10.07 | 9.91 | 7.90 | 13.03 | 11.08 | 19.97 | 6.12 | 9.54 | 4.95 | 8.53 | 9.04 | 8.15 | 7.12 | 7.85 | 15.53 | 11.15 | 10.60 | 0.90 | 9.81 | 6.79 | 6.82 | 7.68 | 5.65 | 3.38 | 3.38 |
| Draw Down(%) | NA | 7.14 | 11.50 | 22.15 | 22.15 | NA | NA | … | … | 0.74 | 7.14 | 4.95 | 12.21 | 6.13 | 22.15 | 2.10 | 11.83 | 2.74 | 6.45 | 9.42 | 6.63 | 6.51 | 5.92 | 13.17 | 7.37 | 5.01 | 1.62 | 6.30 | 4.91 | 4.53 | 8.87 | 3.25 | 2.33 | 3.60 |
| Yield(%) | NA | 17.09 | 12.49 | 10.08 | 7.53 | NA | NA | … | … | NA | 7.87 | 15.87 | 7.13 | 7.82 | 8.76 | 4.85 | 3.59 | 8.25 | 4.37 | 5.08 | 3.99 | 2.48 | 3.59 | 1.96 | 3.95 | 3.37 | 2.50 | 5.20 | 7.25 | 6.17 | 6.58 | 3.84 | 4.58 | 3.44 |
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 |
|---|---|---|---|---|
| ARRIS GROUP INC. EE SAVINGS PLAN Tactical Asset Allocation Moderate |
4.00%
Oct 2013 – Oct 2016 |
4.41%
Mar 2015 – Mar 2020 |
6.75%
Mar 2010 – Mar 2020 |
8.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARRIS GROUP INC. EE SAVINGS PLAN Tactical Asset Allocation Moderate |
24.11%
Sep 2022 – Sep 2025 |
17.24%
Oct 2020 – Oct 2025 |
13.10%
Sep 2015 – Sep 2025 |
11.61%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart