Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ameriprise Financial 401(k) Plan Tactical Asset Allocation Moderate | NA | 6.44% | 4.55% | 5.20% | 4.09% | 4.96% | NA | 5.18% |
Data as of 09/30/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ameriprise Financial 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 12/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.89 | 6.44 | 4.55 | 5.20 | 4.09 | 4.96 | NA | 5.18 | 9.90 | 11.35 | -2.55 | 10.00 | 4.10 | -1.70 | -0.46 | 12.93 | 0.47 | 2.27 | 1.65 | 13.07 | 3.73 | 8.04 | 8.17 | 0.58 | 9.43 | 8.12 | 6.00 | 0.67 |
| Sharpe Ratio | NA | 1.32 | 0.74 | 0.91 | 0.64 | NA | NA | 0.65 | 1.15 | 2.17 | -0.51 | 1.90 | 0.82 | -0.33 | -0.08 | 1.68 | 0.07 | 0.26 | 0.16 | 1.74 | 0.58 | 0.56 | 0.80 | -0.27 | 1.33 | 1.36 | 1.39 | -0.38 |
| Standard Deviation(%) | NA | 8.21 | 6.96 | 6.19 | 6.54 | NA | NA | 6.56 | 8.37 | 4.59 | 7.52 | 4.92 | 4.72 | 5.28 | 6.04 | 7.67 | 5.96 | 8.74 | 9.85 | 7.48 | 4.87 | 9.09 | 6.16 | 5.89 | 6.39 | 5.45 | 3.52 | 4.34 |
| Draw Down(%) | NA | 5.82 | 8.98 | 8.98 | 8.98 | NA | NA | 9.76 | 5.82 | 2.88 | 8.98 | 1.83 | 3.84 | 5.31 | 5.46 | 5.69 | 5.84 | 6.95 | 9.76 | 3.60 | 2.72 | 5.92 | 4.78 | 4.48 | 6.58 | 4.82 | 2.02 | 3.88 |
| Yield(%) | NA | 1.04 | 2.17 | 1.79 | 2.35 | NA | NA | 2.87 | 0.91 | 3.03 | 2.58 | 0.09 | 1.50 | 2.05 | 1.29 | 1.18 | 5.40 | 5.28 | 2.29 | 4.47 | 4.40 | 2.78 | 3.89 | 2.65 | 2.99 | 3.45 | 3.00 | 1.35 |
Data as of 09/30/2020, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ameriprise Financial 401(k) Plan Tactical Asset Allocation Moderate |
0.61%
Dec 2013 - Dec 2016 |
1.77%
Dec 2013 - Dec 2018 |
3.32%
Mar 2010 - Mar 2020 |
4.39%
Feb 2005 - Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ameriprise Financial 401(k) Plan Tactical Asset Allocation Moderate |
9.18%
Mar 2007 - Mar 2010 |
8.12%
Apr 2005 - Apr 2010 |
6.68%
Apr 2001 - Apr 2011 |
5.49%
Sep 2003 - Sep 2018 |
Annualized Rolling Returns Comparison Chart