Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Lend Lease 401(k) Plan Tactical Asset Allocation Moderate | NA | 21.73% | 2.77% | 10.77% | 8.49% | 9.76% | 10.13% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lend Lease 401(k) 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 (%) | -0.67 | 21.73 | 2.77 | 10.77 | 8.49 | 9.76 | 10.13 | … | … | 0.32 | 2.12 | 15.55 | -11.31 | 10.86 | 30.58 | 18.44 | -3.90 | 11.52 | 8.91 | -0.24 | 4.92 | 18.29 | 14.53 | 4.39 | 17.49 | 19.23 | 1.95 | 9.42 | 15.29 | 8.75 | 13.82 | 14.18 | -2.79 | -1.47 |
| Sharpe Ratio | NA | -0.28 | -0.14 | 0.45 | 0.52 | NA | NA | … | … | 0.03 | -0.40 | 1.28 | -0.90 | 0.87 | 1.54 | 2.18 | -0.45 | 1.94 | 0.92 | -0.03 | 0.57 | 2.25 | 2.05 | 0.31 | 1.70 | 2.04 | 0.15 | 0.62 | 1.48 | 1.08 | 1.82 | 1.95 | -0.63 | -0.44 |
| Standard Deviation(%) | NA | 10.96 | 11.52 | 13.75 | 11.63 | NA | NA | … | … | 8.31 | 11.08 | 8.85 | 14.11 | 12.45 | 19.68 | 7.80 | 11.58 | 5.60 | 9.51 | 9.64 | 8.56 | 8.12 | 7.08 | 14.26 | 10.24 | 9.38 | 6.71 | 10.30 | 8.12 | 6.09 | 7.07 | 6.92 | 6.19 | 8.56 |
| Draw Down(%) | NA | 10.63 | 15.94 | 20.59 | 20.59 | NA | NA | … | … | 0.76 | 10.63 | 7.84 | 17.30 | 7.43 | 19.61 | 4.29 | 14.56 | 2.92 | 8.37 | 8.81 | 6.60 | 4.93 | 5.23 | 12.52 | 7.62 | 4.23 | 7.77 | 6.94 | 9.46 | 4.32 | 6.89 | 5.33 | 7.06 | 11.60 |
| Yield(%) | NA | 4.95 | 7.57 | 7.25 | 6.38 | NA | NA | … | … | NA | 1.19 | 5.05 | 3.22 | 16.40 | 9.27 | 4.98 | 6.46 | 3.71 | 4.45 | 8.75 | 5.32 | 4.10 | 4.50 | 2.35 | 4.22 | 5.47 | 4.94 | 7.46 | 7.62 | 4.86 | 3.96 | 3.27 | 4.91 | 7.68 |
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 |
|---|---|---|---|---|
| Lend Lease 401(k) Plan Tactical Asset Allocation Moderate |
1.53%
Dec 2021 – Dec 2024 |
3.96%
Mar 2015 – Mar 2020 |
6.93%
Oct 2013 – Oct 2023 |
8.65%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lend Lease 401(k) Plan Tactical Asset Allocation Moderate |
19.69%
Dec 2018 – Dec 2021 |
15.80%
Oct 2008 – Oct 2013 |
12.73%
Jul 2003 – Jul 2013 |
11.45%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart