Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSAL ORLANDO 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 27.03% | 2.46% | 6.90% | 5.52% | 6.83% | 6.24% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIVERSAL ORLANDO 401K 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 (%) | -1.21 | 27.03 | 2.46 | 6.90 | 5.52 | 6.83 | 6.24 | … | … | 0.43 | 11.38 | 10.34 | -13.40 | 4.32 | 20.24 | 18.64 | -6.66 | 4.62 | 5.12 | 2.18 | 4.18 | 14.55 | 11.72 | 0.25 | 13.78 | 22.57 | -24.76 | 11.16 | 11.03 | 7.92 | 12.72 | 23.22 | -4.80 | 4.96 |
| Sharpe Ratio | NA | 0.74 | -0.12 | 0.29 | 0.36 | NA | NA | … | … | 0.07 | 0.59 | 0.70 | -1.11 | 0.47 | 1.13 | 2.58 | -0.76 | 0.67 | 0.66 | 0.26 | 0.63 | 2.26 | 1.65 | 0.02 | 1.33 | 1.38 | -1.32 | 1.00 | 1.17 | 0.98 | 1.63 | 2.79 | -0.45 | 0.25 |
| Standard Deviation(%) | NA | 8.09 | 10.33 | 12.00 | 10.14 | NA | NA | … | … | 5.63 | 8.17 | 8.66 | 13.36 | 9.22 | 17.69 | 6.67 | 10.46 | 5.96 | 7.41 | 8.16 | 6.59 | 6.42 | 7.08 | 12.93 | 10.32 | 16.33 | 19.49 | 8.15 | 6.61 | 5.86 | 7.21 | 8.07 | 13.05 | 10.46 |
| Draw Down(%) | NA | 4.82 | 19.78 | 22.74 | 22.74 | NA | NA | … | … | 0.42 | 4.82 | 9.03 | 20.78 | 6.17 | 22.74 | 3.16 | 14.53 | 4.98 | 6.81 | 7.09 | 4.37 | 5.32 | 6.25 | 12.71 | 7.65 | 17.68 | 32.74 | 4.79 | 7.39 | 4.00 | 6.95 | 8.19 | 16.94 | 11.39 |
| Yield(%) | NA | 2.48 | 3.96 | 4.73 | 4.21 | NA | NA | … | … | NA | 0.64 | 2.38 | 5.09 | 3.37 | 6.18 | 5.89 | 3.69 | 0.33 | 3.97 | 7.14 | 3.62 | 3.07 | 2.30 | 2.20 | 2.08 | 3.08 | 3.10 | 4.61 | 3.72 | 4.35 | 3.71 | 2.43 | 3.46 | 4.52 |
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 |
|---|---|---|---|---|
| UNIVERSAL ORLANDO 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-7.38%
Feb 2006 – Feb 2009 |
-0.80%
Feb 2004 – Feb 2009 |
3.61%
Oct 2013 – Oct 2023 |
3.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIVERSAL ORLANDO 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
19.27%
Feb 2009 – Feb 2012 |
15.47%
Feb 2009 – Feb 2014 |
9.06%
Feb 2009 – Feb 2019 |
8.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart