Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UXC Eclipse USA 401(k) Retirement Plan Strategic Asset Allocation – Optimal Moderate | NA | 34.32% | 13.72% | 13.10% | 8.72% | 9.14% | 7.54% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UXC Eclipse USA 401(k) 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 (%) | -0.74 | 34.32 | 13.72 | 13.10 | 8.72 | 9.14 | 7.54 | … | … | 0.47 | 22.81 | 21.37 | -3.96 | 13.93 | 12.80 | 12.84 | -3.12 | 8.36 | 8.18 | -2.00 | 7.13 | 14.43 | 10.58 | -2.79 | 15.37 | 27.85 | -25.98 | 5.08 | 11.48 | 5.87 | 12.59 | 24.21 | -1.36 | 9.88 |
| Sharpe Ratio | NA | 2.34 | 0.92 | 0.90 | 0.71 | NA | NA | … | … | 0.06 | 2.28 | 2.10 | -0.42 | 1.51 | 0.70 | 1.59 | -0.47 | 1.47 | 0.94 | -0.21 | 1.07 | 2.13 | 1.30 | -0.19 | 1.22 | 1.40 | -1.12 | 0.21 | 1.10 | 0.51 | 1.51 | 2.71 | -0.25 | 0.87 |
| Standard Deviation(%) | NA | 7.10 | 9.70 | 11.74 | 10.11 | NA | NA | … | … | 7.28 | 7.12 | 8.13 | 12.83 | 9.23 | 17.94 | 7.17 | 9.38 | 5.27 | 8.52 | 9.75 | 6.67 | 6.76 | 8.09 | 15.19 | 12.57 | 19.75 | 23.99 | 10.03 | 7.47 | 7.26 | 7.72 | 8.69 | 9.77 | 8.70 |
| Draw Down(%) | NA | 4.02 | 12.44 | 21.74 | 21.74 | NA | NA | … | … | 0.54 | 4.02 | 5.43 | 12.49 | 4.52 | 21.74 | 3.82 | 11.90 | 2.39 | 7.73 | 7.95 | 4.60 | 4.84 | 6.62 | 15.69 | 8.76 | 17.32 | 36.26 | 6.56 | 8.30 | 4.21 | 6.96 | 6.76 | 15.09 | 9.71 |
| Yield(%) | NA | 17.99 | 13.19 | 8.38 | 5.91 | NA | NA | … | … | NA | 4.74 | 16.91 | 11.24 | 5.89 | 1.04 | 1.38 | 3.27 | 0.74 | 3.54 | 7.76 | 2.20 | 1.81 | 1.82 | 1.43 | 2.08 | 1.89 | 3.10 | 5.91 | 3.52 | 2.67 | 1.97 | 2.37 | 2.11 | 2.58 |
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 |
|---|---|---|---|---|
| UXC Eclipse USA 401(k) Retirement Plan Strategic Asset Allocation – Optimal Moderate |
-9.67%
Feb 2006 – Feb 2009 |
-2.62%
Feb 2004 – Feb 2009 |
4.30%
Feb 2006 – Feb 2016 |
4.47%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UXC Eclipse USA 401(k) Retirement Plan Strategic Asset Allocation – Optimal Moderate |
23.94%
Sep 2022 – Sep 2025 |
16.56%
Oct 2020 – Oct 2025 |
10.92%
Sep 2015 – Sep 2025 |
10.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart