Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate | 4.49% | 28.61% | 23.55% | 14.28% | 12.02% | 10.15% | 9.62% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.06 | 28.61 | 23.55 | 14.28 | 12.02 | 10.15 | 9.62 | … | … | 4.49 | 25.86 | 20.21 | 22.89 | -2.69 | 6.70 | 11.41 | 20.62 | -3.56 | 13.19 | 5.94 | 0.53 | 5.28 | 17.83 | 13.39 | -0.23 | 13.13 | 15.07 | -5.75 | 9.41 | 9.61 | 7.61 | 11.88 | 23.55 | 7.90 | 8.43 |
| Sharpe Ratio | NA | 3.13 | 2.21 | 1.35 | 1.24 | NA | NA | … | … | 0.46 | 2.38 | 2.00 | 2.72 | -0.43 | 0.70 | 1.27 | 2.71 | -0.53 | 2.61 | 0.95 | 0.07 | 0.77 | 2.64 | 1.73 | -0.02 | 1.33 | 1.76 | -1.01 | 0.65 | 0.82 | 0.86 | 1.49 | 3.25 | 1.64 | 1.17 |
| Standard Deviation(%) | NA | 7.84 | 8.68 | 8.69 | 8.38 | NA | NA | … | … | 9.90 | 9.63 | 8.29 | 7.07 | 9.62 | 9.56 | 8.79 | 7.06 | 9.39 | 4.79 | 6.06 | 6.75 | 6.85 | 6.75 | 7.72 | 14.47 | 9.83 | 8.52 | 6.62 | 9.60 | 7.58 | 6.23 | 7.30 | 7.02 | 4.11 | 5.14 |
| Draw Down(%) | NA | 5.93 | 8.39 | 13.14 | 13.14 | NA | NA | … | … | 5.93 | 8.39 | 4.84 | 3.51 | 12.91 | 6.06 | 12.36 | 3.25 | 11.61 | 1.48 | 3.97 | 6.27 | 4.55 | 4.36 | 6.18 | 14.34 | 8.47 | 4.35 | 6.55 | 6.00 | 8.06 | 3.66 | 5.79 | 3.93 | 2.51 | 4.14 |
| Yield(%) | NA | 14.77 | 11.68 | 8.46 | 5.78 | NA | NA | … | … | NA | NA | 4.47 | 14.07 | 11.42 | 4.31 | 4.37 | 2.81 | 2.28 | 4.29 | 2.56 | 1.42 | 5.07 | 2.46 | 4.32 | 4.23 | 4.22 | 4.92 | 3.62 | 3.66 | 2.71 | 3.76 | 4.01 | 3.29 | 6.81 | 8.76 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate |
2.69%
Apr 2006 – Apr 2009 |
4.13%
Dec 2013 – Dec 2018 |
6.91%
Jun 2012 – Jun 2022 |
6.63%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate |
23.65%
Feb 2023 – Feb 2026 |
15.57%
Oct 2020 – Oct 2025 |
12.03%
Apr 2016 – Apr 2026 |
10.25%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart