Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASMUX (STRATEGIC ALLOCATION: MODERATE FUND R5 CLASS) | 6.33% | 15.71% | 13.03% | 6.16% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASMUX (STRATEGIC ALLOCATION: MODERATE FUND R5 CLASS) | 04/17/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 15.71 | 13.03 | 6.16 | NA | NA | NA | … | … | 6.33 | 7.16 | 10.73 | 13.30 | -14.51 | 12.60 | 16.24 | 21.08 | -6.32 | 10.38 |
| Sharpe Ratio | NA | 1.61 | 1.07 | 0.35 | NA | NA | NA | … | … | 1.28 | 0.36 | 0.89 | 1.13 | -1.04 | 1.42 | 0.75 | 2.61 | -0.78 | 3.24 |
| Standard Deviation(%) | NA | 8.57 | 9.47 | 10.73 | NA | NA | NA | … | … | 10.38 | 12.25 | 8.00 | 8.62 | 15.41 | 8.89 | 21.34 | 7.51 | 9.93 | 4.37 |
| Draw Down(%) | NA | 6.80 | 11.31 | 21.76 | NA | NA | NA | … | … | 6.80 | 11.31 | 4.09 | 8.43 | 20.77 | 4.33 | 25.48 | 3.83 | 13.82 | 1.24 |
| Yield(%) | 0.00 | 7.08 | 5.70 | 5.65 | 6.84 | 4.56 | 3.42 | … | … | 0.00 | 7.51 | 6.30 | 2.49 | 4.63 | 11.17 | 5.80 | 15.28 | 9.74 | 11.02 |
Data as of 06/04/2026, Common starting date is 04/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMUX (STRATEGIC ALLOCATION: MODERATE FUND R5 CLASS) |
1.22%
Apr 2021 – Apr 2024 |
4.04%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMUX (STRATEGIC ALLOCATION: MODERATE FUND R5 CLASS) |
16.59%
Dec 2018 – Dec 2021 |
10.60%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart