Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL GROWTH 401(k) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 23.41% | -0.16% | 4.21% | 5.04% | 6.81% | 6.34% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENERAL GROWTH 401(k) SAVINGS 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 (%) | -1.20 | 23.41 | -0.16 | 4.21 | 5.04 | 6.81 | 6.34 | … | … | 0.24 | 6.37 | 13.25 | -18.27 | 2.31 | 16.69 | 20.21 | -5.96 | 10.66 | 5.70 | 1.92 | 6.44 | 12.57 | 13.27 | 2.36 | 13.89 | 24.11 | -23.27 | 6.39 | 12.62 | 9.97 | 16.33 | 22.56 | -0.95 | 6.26 |
| Sharpe Ratio | NA | 0.11 | -0.33 | 0.06 | 0.29 | NA | NA | … | … | 0.02 | -0.03 | 0.97 | -1.28 | 0.24 | 0.89 | 2.86 | -0.85 | 2.41 | 0.69 | 0.23 | 1.03 | 1.80 | 1.86 | 0.18 | 1.21 | 1.26 | -1.09 | 0.38 | 1.35 | 1.23 | 2.06 | 3.10 | -0.19 | 0.40 |
| Standard Deviation(%) | NA | 8.61 | 11.53 | 12.94 | 10.48 | NA | NA | … | … | 7.31 | 8.66 | 9.32 | 15.40 | 9.54 | 18.57 | 6.56 | 8.59 | 4.16 | 7.91 | 8.09 | 6.26 | 6.97 | 7.10 | 13.12 | 11.45 | 19.04 | 22.24 | 8.96 | 6.93 | 6.33 | 7.47 | 7.05 | 10.62 | 9.89 |
| Draw Down(%) | NA | 5.93 | 22.56 | 26.19 | 26.19 | NA | NA | … | … | 0.65 | 5.86 | 9.72 | 23.90 | 6.98 | 23.04 | 3.05 | 11.90 | 2.31 | 7.00 | 7.33 | 4.12 | 6.88 | 5.54 | 12.28 | 7.76 | 18.18 | 36.20 | 6.22 | 6.81 | 4.46 | 7.81 | 4.46 | 14.36 | 10.86 |
| Yield(%) | NA | 5.40 | 4.27 | 3.83 | 3.79 | NA | NA | … | … | NA | 0.76 | 5.11 | 2.30 | 4.87 | 3.87 | 2.50 | 3.83 | 0.38 | 4.79 | 5.91 | 4.06 | 4.98 | 3.50 | 3.67 | 2.59 | 3.15 | 3.55 | 5.45 | 4.17 | 5.02 | 4.05 | 3.56 | 2.93 | 4.59 |
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 |
|---|---|---|---|---|
| GENERAL GROWTH 401(k) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-7.79%
Feb 2006 – Feb 2009 |
-0.31%
Feb 2004 – Feb 2009 |
3.56%
Oct 2013 – Oct 2023 |
4.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENERAL GROWTH 401(k) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
20.76%
Feb 2009 – Feb 2012 |
16.64%
Feb 2009 – Feb 2014 |
10.56%
Feb 2009 – Feb 2019 |
8.81%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart