Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schneider National Inc 401K Savings Retirement Plan Strategic Asset Allocation – Optimal Moderate | NA | 24.66% | 1.46% | 5.03% | 4.46% | 6.66% | 6.92% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schneider National Inc 401K Savings Retirement Plan Strategic Asset Allocation – Optimal 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 (%) | -1.14 | 24.66 | 1.46 | 5.03 | 4.46 | 6.66 | 6.92 | … | … | 0.20 | 1.73 | 10.96 | -12.63 | 0.83 | 18.98 | 14.00 | -5.09 | 3.26 | 8.93 | -1.62 | 5.14 | 13.74 | 14.81 | 2.33 | 15.99 | 27.16 | -20.62 | 15.87 | 14.19 | 7.73 | 13.72 | 23.05 | 5.15 | 4.21 |
| Sharpe Ratio | NA | -0.42 | -0.39 | 0.08 | 0.18 | NA | NA | … | … | 0.02 | -0.53 | 0.76 | -1.05 | 0.08 | 0.97 | 1.86 | -0.69 | 0.43 | 1.02 | -0.19 | 0.83 | 1.81 | 1.82 | 0.15 | 1.37 | 1.52 | -0.94 | 1.17 | 1.48 | 0.95 | 1.95 | 3.03 | 0.96 | 0.40 |
| Standard Deviation(%) | NA | 9.16 | 10.68 | 12.77 | 10.64 | NA | NA | … | … | 6.35 | 9.25 | 8.82 | 13.38 | 9.89 | 19.32 | 6.76 | 9.32 | 6.17 | 8.59 | 8.72 | 6.18 | 7.55 | 8.10 | 15.48 | 11.61 | 17.86 | 22.87 | 11.02 | 7.40 | 5.87 | 6.54 | 7.39 | 4.19 | 4.74 |
| Draw Down(%) | NA | 10.66 | 18.80 | 23.29 | 23.29 | NA | NA | … | … | 0.43 | 10.57 | 9.19 | 19.33 | 6.23 | 23.29 | 3.23 | 13.09 | 5.22 | 7.22 | 9.86 | 4.99 | 7.33 | 6.63 | 15.04 | 7.68 | 17.77 | 34.36 | 5.95 | 6.76 | 3.68 | 6.53 | 5.29 | 4.31 | 3.54 |
| Yield(%) | NA | 5.44 | 4.91 | 4.57 | 4.61 | NA | NA | … | … | NA | 0.59 | 5.34 | 4.42 | 4.40 | 5.84 | 2.15 | 7.71 | 0.33 | 6.39 | 5.27 | 3.90 | 4.34 | 4.34 | 2.98 | 3.60 | 4.26 | 6.05 | 12.05 | 4.64 | 4.02 | 4.48 | 3.32 | 6.42 | 6.93 |
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 |
|---|---|---|---|---|
| Schneider National Inc 401K Savings Retirement Plan Strategic Asset Allocation – Optimal Moderate |
-3.76%
Feb 2006 – Feb 2009 |
0.28%
Mar 2015 – Mar 2020 |
2.79%
Oct 2013 – Oct 2023 |
4.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schneider National Inc 401K Savings Retirement Plan Strategic Asset Allocation – Optimal Moderate |
22.81%
Feb 2009 – Feb 2012 |
18.16%
Feb 2009 – Feb 2014 |
11.42%
Mar 2003 – Mar 2013 |
9.45%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart