Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 401(k) SAVINGS PLAN OF FISERV, INC. AND ITS PARTICIPATING SUBSIDIARIES Tactical Asset Allocation Moderate | NA | 19.65% | 3.21% | 8.66% | 6.74% | 8.29% | 8.70% | 8.33% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 401(k) SAVINGS PLAN OF FISERV, INC. AND ITS PARTICIPATING SUBSIDIARIES 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 | Inception | YTD | 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 (%) | -0.98 | 19.65 | 3.21 | 8.66 | 6.74 | 8.29 | 8.70 | 8.33 | NA | 4.09 | 12.56 | -10.86 | 15.84 | 16.24 | 19.05 | -5.94 | 8.27 | 10.88 | -3.90 | 6.91 | 18.08 | 11.74 | 4.68 | 14.96 | 12.75 | 3.03 | 10.40 | 13.72 | 6.09 | 15.24 | 14.27 | -4.01 | 0.48 |
| Sharpe Ratio | NA | -0.12 | -0.18 | 0.35 | 0.42 | NA | NA | 0.67 | 0.05 | -0.28 | 0.96 | -0.86 | 1.34 | 0.82 | 2.85 | -0.73 | 1.43 | 1.16 | -0.44 | 0.89 | 2.26 | 1.40 | 0.32 | 1.37 | 1.26 | 0.29 | 0.70 | 1.32 | 0.57 | 1.94 | 1.61 | -0.71 | -0.26 |
| Standard Deviation(%) | NA | 8.89 | 10.90 | 13.23 | 10.96 | NA | NA | 9.83 | 8.52 | 8.99 | 8.63 | 14.20 | 11.79 | 19.43 | 6.20 | 9.90 | 5.33 | 9.18 | 8.90 | 7.76 | 7.98 | 8.33 | 14.39 | 10.87 | 10.04 | 7.21 | 10.51 | 7.90 | 6.86 | 7.38 | 8.43 | 7.18 | 6.99 |
| Draw Down(%) | NA | 7.87 | 17.50 | 22.06 | 22.06 | NA | NA | 22.06 | 0.58 | 7.87 | 7.47 | 18.10 | 5.10 | 22.06 | 3.01 | 13.98 | 2.57 | 6.12 | 11.00 | 4.88 | 4.15 | 6.04 | 11.46 | 8.34 | 5.43 | 5.45 | 8.06 | 9.02 | 4.81 | 7.55 | 8.24 | 7.72 | 9.12 |
| Yield(%) | NA | 2.16 | 3.75 | 3.28 | 3.45 | NA | NA | 0.00 | NA | 1.41 | 1.91 | 5.03 | 2.58 | 3.64 | 2.54 | 3.22 | 1.70 | 4.68 | 3.13 | 5.22 | 4.63 | 3.45 | 2.16 | 1.98 | 3.89 | 5.28 | 6.01 | 6.96 | 5.31 | 3.51 | 2.70 | 1.80 | 5.59 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| 401(k) SAVINGS PLAN OF FISERV, INC. AND ITS PARTICIPATING SUBSIDIARIES Tactical Asset Allocation Moderate |
1.45%
Mar 2017 - Mar 2020 |
1.93%
Mar 2015 - Mar 2020 |
5.63%
Oct 2013 - Oct 2023 |
7.23%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 401(k) SAVINGS PLAN OF FISERV, INC. AND ITS PARTICIPATING SUBSIDIARIES Tactical Asset Allocation Moderate |
17.04%
Dec 2018 - Dec 2021 |
13.97%
Mar 2003 - Mar 2008 |
11.84%
Apr 2003 - Apr 2013 |
10.08%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart