Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SANTANDER 401K PLAN Tactical Asset Allocation Moderate | NA | 15.66% | 4.48% | 7.99% | 6.05% | 7.51% | 8.57% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SANTANDER 401K 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 (%) | -0.70 | 15.66 | 4.48 | 7.99 | 6.05 | 7.51 | 8.57 | … | … | 0.48 | 2.69 | 15.68 | -6.74 | 18.05 | 5.31 | 14.07 | -7.06 | 10.95 | 11.27 | -4.31 | 8.07 | 20.25 | 12.31 | 2.63 | 8.75 | 22.41 | -4.38 | 13.43 | 15.94 | 9.33 | 13.44 | 15.15 | -10.65 | -2.27 |
| Sharpe Ratio | NA | -0.32 | -0.06 | 0.30 | 0.35 | NA | NA | … | … | 0.11 | -0.43 | 1.32 | -0.60 | 1.58 | 0.23 | 1.65 | -0.87 | 2.04 | 1.14 | -0.49 | 1.10 | 2.88 | 1.40 | 0.16 | 0.67 | 1.31 | -0.49 | 0.91 | 1.44 | 1.03 | 1.27 | 1.72 | -0.77 | -0.32 |
| Standard Deviation(%) | NA | 9.02 | 10.68 | 13.92 | 11.47 | NA | NA | … | … | 3.71 | 9.15 | 8.65 | 13.61 | 11.40 | 22.23 | 7.69 | 9.63 | 5.05 | 9.71 | 8.78 | 7.32 | 7.02 | 8.75 | 15.77 | 12.97 | 17.08 | 10.79 | 11.51 | 8.79 | 6.92 | 9.85 | 8.39 | 15.28 | 14.41 |
| Draw Down(%) | NA | 5.73 | 14.73 | 27.98 | 27.98 | NA | NA | … | … | 0.14 | 5.73 | 7.86 | 14.73 | 4.61 | 27.98 | 4.57 | 14.48 | 2.75 | 7.49 | 9.07 | 5.04 | 3.74 | 7.16 | 14.24 | 9.05 | 9.18 | 14.30 | 8.44 | 10.99 | 4.94 | 7.53 | 9.41 | 22.51 | 18.63 |
| Yield(%) | NA | 3.75 | 3.08 | 3.04 | 3.85 | NA | NA | … | … | NA | 1.70 | 3.14 | 2.16 | 2.88 | 2.38 | 4.23 | 7.01 | 5.19 | 3.81 | 3.85 | 3.86 | 4.45 | 2.57 | 0.80 | 0.95 | 1.28 | 0.62 | 7.60 | 6.41 | 4.18 | 1.48 | 1.36 | 0.92 | 2.27 |
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 |
|---|---|---|---|---|
| SANTANDER 401K PLAN Tactical Asset Allocation Moderate |
-2.40%
Mar 2017 – Mar 2020 |
-0.17%
Mar 2015 – Mar 2020 |
5.12%
Mar 2010 – Mar 2020 |
6.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SANTANDER 401K PLAN Tactical Asset Allocation Moderate |
17.71%
Apr 2003 – Apr 2006 |
14.69%
Feb 2003 – Feb 2008 |
12.03%
Apr 2003 – Apr 2013 |
10.48%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart