Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BERTELSMANN 401K SAVINGS PLAN Asset Allocation Composite Moderate | 5.54% | 14.61% | 10.65% | 3.10% | 6.24% | 6.05% | 7.02% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BERTELSMANN 401K 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 (%) | 0.46 | 14.61 | 10.65 | 3.10 | 6.24 | 6.05 | 7.02 | … | … | 5.54 | 11.53 | 7.75 | 2.90 | -16.47 | 9.44 | 12.10 | 19.89 | -3.70 | 10.88 | 5.94 | -1.36 | 9.03 | 10.96 | 13.50 | 2.61 | 14.18 | 21.88 | -2.31 | 3.62 | 12.84 | 5.66 | 14.66 | 23.66 | 7.08 | 4.81 |
| Sharpe Ratio | NA | 1.83 | 0.79 | 0.01 | 0.53 | NA | NA | … | … | 0.40 | 0.93 | 0.51 | -0.09 | -1.79 | 1.06 | 1.30 | 2.93 | -0.59 | 2.15 | 0.84 | -0.21 | 1.49 | 1.44 | 1.79 | 0.18 | 1.37 | 1.75 | -0.38 | 0.05 | 1.25 | 0.47 | 1.74 | 3.09 | 1.43 | 0.43 |
| Standard Deviation(%) | NA | 8.29 | 8.97 | 8.97 | 8.36 | NA | NA | … | … | 10.69 | 9.30 | 8.12 | 8.30 | 9.97 | 8.87 | 9.14 | 6.30 | 8.65 | 4.75 | 6.85 | 6.68 | 6.05 | 7.58 | 7.51 | 14.22 | 10.25 | 12.47 | 8.67 | 10.34 | 7.52 | 7.26 | 7.87 | 7.42 | 4.15 | 5.52 |
| Draw Down(%) | NA | 7.14 | 12.46 | 24.31 | 24.31 | NA | NA | … | … | 7.14 | 11.38 | 4.92 | 9.42 | 17.09 | 4.62 | 13.64 | 2.63 | 10.68 | 2.38 | 4.94 | 6.56 | 3.76 | 7.51 | 5.79 | 12.22 | 8.08 | 7.62 | 10.25 | 6.65 | 5.65 | 4.36 | 6.69 | 3.20 | 2.84 | 3.63 |
| Yield(%) | NA | 4.39 | 4.93 | 4.78 | 4.44 | NA | NA | … | … | NA | NA | 0.83 | 4.12 | 3.99 | 5.82 | 4.64 | 4.80 | 3.48 | 5.15 | 4.47 | 3.38 | 4.28 | 5.55 | 4.57 | 4.35 | 4.50 | 4.67 | 5.05 | 4.92 | 4.60 | 1.85 | 4.13 | 3.99 | 5.28 | 7.34 |
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 |
|---|---|---|---|---|
| BERTELSMANN 401K SAVINGS PLAN Asset Allocation Composite Moderate |
-3.68%
Apr 2021 – Apr 2024 |
1.56%
Sep 2018 – Sep 2023 |
3.30%
Oct 2013 – Oct 2023 |
5.61%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERTELSMANN 401K SAVINGS PLAN Asset Allocation Composite Moderate |
17.35%
Feb 2009 – Feb 2012 |
14.80%
Feb 2009 – Feb 2014 |
11.30%
Apr 2003 – Apr 2013 |
9.69%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart