Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES Asset Allocation Composite Moderate | 5.79% | 16.90% | 10.28% | 5.08% | 6.91% | 5.40% | 5.91% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES 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 (%) | 0.14 | 16.90 | 10.28 | 5.08 | 6.91 | 5.40 | 5.91 | … | … | 5.79 | 12.21 | 6.21 | 10.47 | -13.09 | 10.93 | 13.42 | 15.02 | -4.90 | 10.52 | 2.48 | -4.93 | 5.18 | 10.71 | 10.66 | -1.69 | 6.97 | 14.96 | -0.94 | 4.21 | 15.32 | 8.05 | 12.73 | 21.16 | -2.18 | 2.31 |
| Sharpe Ratio | NA | 1.89 | 0.84 | 0.24 | 0.63 | NA | NA | … | … | 0.50 | 1.03 | 0.34 | 0.82 | -1.43 | 1.28 | 1.33 | 2.15 | -0.78 | 2.17 | 0.31 | -0.65 | 0.78 | 1.42 | 1.25 | -0.10 | 0.67 | 1.45 | -0.46 | 0.09 | 1.50 | 0.81 | 1.52 | 3.32 | -0.89 | -2.43 |
| Standard Deviation(%) | NA | 7.97 | 8.54 | 8.84 | 8.27 | NA | NA | … | … | 9.95 | 9.10 | 7.73 | 8.30 | 10.16 | 8.51 | 9.92 | 6.30 | 8.07 | 4.55 | 7.34 | 7.57 | 6.63 | 7.50 | 8.48 | 16.45 | 10.30 | 10.26 | 4.14 | 11.22 | 7.92 | 7.15 | 7.72 | 6.15 | 3.75 | 0.05 |
| Draw Down(%) | NA | 6.53 | 9.63 | 15.10 | 15.10 | NA | NA | … | … | 6.53 | 8.79 | 4.21 | 8.00 | 14.13 | 4.55 | 6.65 | 3.03 | 11.17 | 1.97 | 5.31 | 9.93 | 5.52 | 6.58 | 6.61 | 15.99 | 8.10 | 4.99 | 6.38 | 7.74 | 7.34 | 4.23 | 8.25 | 2.30 | 4.94 | 0.00 |
| Yield(%) | NA | 3.54 | 2.46 | 2.15 | 1.93 | NA | NA | … | … | NA | NA | 0.84 | 3.50 | 1.73 | 1.41 | 1.32 | 2.46 | 1.85 | 2.00 | 1.37 | 1.38 | 1.74 | 1.00 | 1.41 | 1.27 | 0.92 | 1.42 | 0.71 | 2.43 | 2.79 | 2.31 | 1.54 | 1.81 | 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 |
|---|---|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES Asset Allocation Composite Moderate |
-0.46%
Apr 2021 – Apr 2024 |
1.50%
Dec 2013 – Dec 2018 |
3.17%
Oct 2013 – Oct 2023 |
4.45%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES Asset Allocation Composite Moderate |
16.76%
Apr 2003 – Apr 2006 |
13.44%
Oct 2002 – Oct 2007 |
9.55%
Apr 2003 – Apr 2013 |
7.61%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart