Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Bnsf Railway Company Non Salaried Employees 401K Retirement Plan Tactical Asset Allocation Moderate | NA | 21.35% | 4.44% | 8.55% | 7.78% | 8.65% | 9.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bnsf Railway Company Non Salaried Employees 401K Retirement 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 (%) | -1.39 | 21.35 | 4.44 | 8.55 | 7.78 | 8.65 | 9.01 | … | … | 0.23 | 10.32 | 10.16 | -9.00 | 17.33 | 13.34 | 20.83 | -3.56 | 11.93 | 8.50 | -1.08 | 10.51 | 10.23 | 10.95 | 5.02 | 12.28 | 18.19 | -0.05 | 9.18 | 20.54 | 4.41 | 12.53 | 13.34 | 0.96 | 1.70 |
| Sharpe Ratio | NA | 0.58 | 0.00 | 0.45 | 0.57 | NA | NA | … | … | 0.02 | 0.47 | 0.77 | -0.84 | 2.13 | 0.67 | 3.52 | -0.54 | 2.86 | 1.09 | -0.12 | 1.63 | 1.51 | 1.53 | 0.34 | 1.09 | 1.64 | -0.17 | 0.59 | 2.13 | 0.32 | 1.52 | 2.21 | -0.03 | -0.11 |
| Standard Deviation(%) | NA | 7.99 | 9.59 | 12.06 | 9.96 | NA | NA | … | … | 8.66 | 8.01 | 7.72 | 12.36 | 8.11 | 19.57 | 5.52 | 9.05 | 3.96 | 7.63 | 8.88 | 6.42 | 6.75 | 7.11 | 14.75 | 11.15 | 11.04 | 5.66 | 10.46 | 8.10 | 6.99 | 7.64 | 5.72 | 5.16 | 5.56 |
| Draw Down(%) | NA | 4.61 | 14.33 | 21.90 | 21.90 | NA | NA | … | … | 0.79 | 4.61 | 6.93 | 15.71 | 4.15 | 21.90 | 2.07 | 11.21 | 1.59 | 5.20 | 10.27 | 3.27 | 7.19 | 4.88 | 11.46 | 7.36 | 4.77 | 5.43 | 6.81 | 6.45 | 4.52 | 9.86 | 4.18 | 4.00 | 5.78 |
| Yield(%) | NA | 2.29 | 2.43 | 3.17 | 2.88 | NA | NA | … | … | NA | 1.15 | 2.40 | 2.57 | 1.98 | 4.08 | 5.75 | 1.99 | 2.28 | 2.66 | 2.59 | 3.35 | 2.13 | 2.94 | 3.01 | 3.11 | 4.78 | 4.34 | 3.50 | 3.96 | 3.70 | 3.19 | 5.36 | 5.95 | 5.51 |
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 |
|---|---|---|---|---|
| Bnsf Railway Company Non Salaried Employees 401K Retirement Plan Tactical Asset Allocation Moderate |
3.41%
Dec 2021 – Dec 2024 |
3.85%
Mar 2015 – Mar 2020 |
6.56%
Mar 2010 – Mar 2020 |
7.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bnsf Railway Company Non Salaried Employees 401K Retirement Plan Tactical Asset Allocation Moderate |
17.13%
Dec 2018 – Dec 2021 |
12.59%
Apr 2005 – Apr 2010 |
11.26%
Apr 2003 – Apr 2013 |
9.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart