Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPMC 401(A) RETIREMENT SAVINGS PLAN Asset Allocation Composite Moderate | 4.10% | 15.75% | 12.12% | 6.08% | 7.92% | 7.39% | 6.62% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPMC 401(A) RETIREMENT SAVINGS 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 (%) | 0.50 | 15.75 | 12.12 | 6.08 | 7.92 | 7.39 | 6.62 | … | … | 4.10 | 14.33 | 6.71 | 14.44 | -17.96 | 14.21 | 10.86 | 21.15 | -4.00 | 14.28 | 6.90 | -0.84 | 8.79 | 12.45 | 13.83 | 2.32 | 9.25 | 17.24 | -11.94 | -1.12 | 9.99 | 0.74 | 8.00 | 10.26 | -3.72 | 2.49 |
| Sharpe Ratio | NA | 1.57 | 0.88 | 0.30 | 0.71 | NA | NA | … | … | 0.28 | 1.25 | 0.38 | 1.20 | -1.88 | 1.85 | 1.05 | 2.79 | -0.65 | 3.50 | 1.03 | -0.12 | 1.44 | 1.67 | 1.81 | 0.16 | 0.99 | 1.56 | -1.42 | -0.41 | 0.97 | -0.23 | 1.06 | 1.34 | -1.03 | 0.08 |
| Standard Deviation(%) | NA | 8.10 | 8.86 | 9.07 | 8.39 | NA | NA | … | … | 10.29 | 9.18 | 8.13 | 9.02 | 10.34 | 7.65 | 10.08 | 7.06 | 8.26 | 3.89 | 6.48 | 7.15 | 6.10 | 7.43 | 7.61 | 14.36 | 9.24 | 10.99 | 9.06 | 10.47 | 6.78 | 6.50 | 6.63 | 7.15 | 4.73 | 0.86 |
| Draw Down(%) | NA | 6.78 | 10.00 | 18.69 | 18.69 | NA | NA | … | … | 6.78 | 9.21 | 5.11 | 8.88 | 18.69 | 3.68 | 16.30 | 2.48 | 10.21 | 1.51 | 4.19 | 7.08 | 4.17 | 7.16 | 5.74 | 12.06 | 7.54 | 7.66 | 18.22 | 8.16 | 5.03 | 4.11 | 7.08 | 4.38 | 6.66 | 0.86 |
| Yield(%) | NA | 3.74 | 3.63 | 3.54 | 3.42 | NA | NA | … | … | NA | NA | 0.76 | 3.69 | 2.57 | 3.97 | 3.23 | 4.06 | 2.91 | 3.42 | 4.22 | 3.13 | 3.23 | 2.98 | 3.68 | 3.21 | 2.19 | 0.40 | 0.20 | 0.55 | 0.47 | 0.24 | 0.00 | 0.06 | 0.87 | 2.29 |
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 |
|---|---|---|---|---|
| UPMC 401(A) RETIREMENT SAVINGS PLAN Asset Allocation Composite Moderate |
-4.26%
Feb 2006 – Feb 2009 |
-0.97%
Feb 2004 – Feb 2009 |
3.15%
Sep 2001 – Sep 2011 |
4.88%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPMC 401(A) RETIREMENT SAVINGS PLAN Asset Allocation Composite Moderate |
15.33%
Dec 2018 – Dec 2021 |
12.82%
Feb 2009 – Feb 2014 |
9.55%
Sep 2011 – Sep 2021 |
8.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart