Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AARONS INC. EMPLOYEES RETIREMENT PLAN AND TRUST Strategic Asset Allocation – Optimal Moderate | NA | 25.43% | 1.74% | 6.75% | 5.76% | 7.20% | 6.78% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AARONS INC. EMPLOYEES RETIREMENT PLAN AND TRUST 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 (%) | -1.14 | 25.43 | 1.74 | 6.75 | 5.76 | 7.20 | 6.78 | … | … | 0.21 | 8.95 | 7.81 | -13.25 | 7.69 | 17.53 | 20.10 | -5.72 | 10.43 | 5.83 | -0.94 | 5.14 | 13.83 | 12.57 | 1.85 | 12.19 | 28.87 | -22.32 | 9.52 | 8.69 | 8.76 | 15.76 | 20.59 | -5.19 | 10.58 |
| Sharpe Ratio | NA | 0.36 | -0.26 | 0.04 | 0.08 | NA | NA | … | … | 0.03 | 0.25 | 0.42 | -1.08 | 0.05 | 0.97 | 2.74 | -0.73 | 2.35 | 0.69 | -0.11 | 0.78 | 1.94 | 1.56 | 0.13 | 1.08 | 1.80 | -1.06 | 0.74 | 0.69 | 0.85 | 1.78 | 2.03 | -0.51 | 0.72 |
| Standard Deviation(%) | NA | 9.38 | 10.73 | 65.68 | 46.73 | NA | NA | … | … | 6.00 | 9.48 | 8.53 | 13.51 | 144.70 | 17.88 | 6.83 | 9.60 | 4.18 | 8.18 | 8.52 | 6.56 | 7.10 | 8.01 | 14.18 | 11.23 | 16.02 | 21.92 | 8.80 | 7.89 | 7.80 | 8.31 | 9.78 | 12.41 | 11.48 |
| Draw Down(%) | NA | 7.51 | 19.36 | 51.81 | 51.81 | NA | NA | … | … | 0.53 | 7.41 | 10.10 | 20.23 | 45.22 | 21.80 | 3.27 | 12.87 | 1.64 | 6.80 | 8.65 | 4.79 | 5.84 | 6.71 | 12.23 | 8.84 | 14.95 | 34.33 | 5.76 | 7.10 | 4.84 | 6.52 | 6.83 | 17.36 | 12.55 |
| Yield(%) | NA | 6.06 | 4.70 | 6.58 | 4.74 | NA | NA | … | … | NA | 0.54 | 5.83 | 4.55 | 3.19 | 8.90 | 9.73 | 4.85 | 0.46 | 2.26 | 4.00 | 2.92 | 5.91 | 3.43 | 2.66 | 2.59 | 1.99 | 3.39 | 5.96 | 2.77 | 4.51 | 4.89 | 2.67 | 3.43 | 3.89 |
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 |
|---|---|---|---|---|
| AARONS INC. EMPLOYEES RETIREMENT PLAN AND TRUST Strategic Asset Allocation – Optimal Moderate |
-17.02%
Jan 2021 – Jan 2024 |
0.20%
Feb 2004 – Feb 2009 |
4.09%
Oct 2013 – Oct 2023 |
4.92%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AARONS INC. EMPLOYEES RETIREMENT PLAN AND TRUST Strategic Asset Allocation – Optimal Moderate |
32.08%
Jan 2018 – Jan 2021 |
23.43%
Jan 2016 – Jan 2021 |
14.07%
Jan 2011 – Jan 2021 |
11.18%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison Chart