Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Darden Savings Plan Tactical Asset Allocation Moderate | NA | 24.45% | 3.90% | 8.63% | 7.44% | 8.54% | 8.45% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Darden Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.22 | 24.45 | 3.90 | 8.63 | 7.44 | 8.54 | 8.45 | … | … | 0.57 | 10.82 | 19.25 | -15.98 | 12.19 | 17.21 | 14.09 | -2.95 | 15.80 | 6.00 | 1.30 | 6.94 | 16.65 | 11.16 | 0.90 | 15.83 | 18.95 | 2.77 | 4.92 | 8.61 | 5.02 | 8.36 | 26.10 | 8.49 | 8.65 |
| Sharpe Ratio | NA | 0.52 | 0.06 | 0.39 | 0.50 | NA | NA | … | … | 0.05 | 0.41 | 1.67 | -1.18 | 1.12 | 0.86 | 1.67 | -0.38 | 3.15 | 0.67 | 0.13 | 0.88 | 2.29 | 1.38 | 0.06 | 1.41 | 2.03 | 0.31 | 0.21 | 0.70 | 0.41 | 1.09 | 3.33 | 1.58 | 1.17 |
| Standard Deviation(%) | NA | 10.37 | 11.62 | 13.55 | 11.36 | NA | NA | … | … | 10.72 | 10.40 | 8.96 | 14.75 | 10.85 | 19.80 | 7.61 | 11.15 | 4.82 | 8.67 | 9.69 | 7.91 | 7.24 | 8.02 | 14.99 | 11.19 | 9.30 | 5.97 | 9.39 | 7.60 | 6.99 | 6.82 | 7.63 | 4.68 | 5.43 |
| Draw Down(%) | NA | 6.40 | 19.00 | 21.95 | 21.95 | NA | NA | … | … | 0.92 | 6.40 | 6.73 | 20.88 | 6.31 | 21.95 | 5.05 | 12.57 | 1.63 | 8.17 | 8.51 | 4.63 | 5.18 | 5.91 | 13.28 | 7.57 | 4.59 | 5.01 | 7.50 | 6.83 | 3.86 | 6.49 | 3.96 | 2.59 | 4.10 |
| Yield(%) | NA | 5.73 | 5.38 | 6.15 | 6.13 | NA | NA | … | … | NA | 3.37 | 3.84 | 2.53 | 9.89 | 9.14 | 3.86 | 4.02 | 9.08 | 5.51 | 7.69 | 7.01 | 6.42 | 6.36 | 2.08 | 4.31 | 5.45 | 9.12 | 2.71 | 3.98 | 2.18 | 4.87 | 8.74 | 7.81 | 8.82 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Darden Savings Plan Tactical Asset Allocation Moderate |
2.72%
Sep 2019 – Sep 2022 |
3.47%
Sep 2017 – Sep 2022 |
5.96%
Oct 2013 – Oct 2023 |
7.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Darden Savings Plan Tactical Asset Allocation Moderate |
15.00%
Feb 2001 – Feb 2004 |
13.10%
Nov 2008 – Nov 2013 |
11.23%
Apr 2001 – Apr 2011 |
9.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart