Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Mobile Alabama 457 Plan Asset Allocation Composite Moderate | 4.29% | 14.15% | 10.96% | 4.96% | 6.07% | 5.76% | 6.85% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mobile Alabama 457 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 (%) | 0.21 | 14.15 | 10.96 | 4.96 | 6.07 | 5.76 | 6.85 | … | … | 4.29 | 11.96 | 6.51 | 10.92 | -14.76 | 12.10 | 0.82 | 15.85 | -3.69 | 14.11 | 8.67 | -4.64 | 5.50 | 17.02 | 11.14 | -0.42 | 12.39 | 23.90 | -3.41 | 9.38 | 10.52 | 8.75 | 16.18 | 32.57 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.65 | 0.88 | 0.21 | 0.53 | NA | NA | … | … | 0.30 | 1.08 | 0.40 | 0.95 | -1.89 | 1.50 | 0.06 | 2.07 | -0.52 | 2.68 | 1.25 | -0.65 | 0.77 | 2.21 | 1.53 | -0.03 | 1.25 | 3.15 | -0.68 | 0.67 | 0.89 | 1.01 | 1.90 | 4.99 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 7.65 | 8.01 | 8.04 | 8.16 | NA | NA | … | … | 9.96 | 8.39 | 7.20 | 7.66 | 8.56 | 8.02 | 10.15 | 6.96 | 9.79 | 5.01 | 6.78 | 7.13 | 7.10 | 7.69 | 7.26 | 13.98 | 9.81 | 7.54 | 6.49 | 9.35 | 7.96 | 6.46 | 7.98 | 6.38 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.67 | 11.19 | 15.96 | 19.85 | NA | NA | … | … | 6.67 | 9.56 | 5.06 | 7.37 | 15.59 | 3.95 | 19.85 | 3.44 | 12.06 | 1.88 | 4.09 | 8.23 | 4.84 | 6.02 | 6.45 | 13.83 | 9.12 | 4.56 | 9.12 | 6.32 | 8.68 | 5.43 | 7.15 | 2.92 | 0.00 | 0.00 |
| Yield(%) | NA | 4.17 | 4.03 | 3.40 | 3.92 | NA | NA | … | … | NA | NA | 0.68 | 4.12 | 3.09 | 4.60 | 2.75 | 1.87 | 6.70 | 6.57 | 4.40 | 1.19 | 4.21 | 6.14 | 3.27 | 3.36 | 3.79 | 4.92 | 4.63 | 7.86 | 6.76 | 4.57 | 3.90 | 5.26 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| Mobile Alabama 457 Plan Asset Allocation Composite Moderate |
-1.24%
Dec 2019 – Dec 2022 |
0.90%
Sep 2018 – Sep 2023 |
3.28%
Oct 2013 – Oct 2023 |
5.31%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mobile Alabama 457 Plan Asset Allocation Composite Moderate |
20.34%
Jan 2003 – Jan 2006 |
15.59%
Oct 2002 – Oct 2007 |
12.03%
Jan 2003 – Jan 2013 |
10.69%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart