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 Strategic Asset Allocation - Equal Weight Moderate | NA | 17.72% | 1.99% | 8.93% | 6.95% | 7.31% | 6.81% | 6.93% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.82 | 17.72 | 1.99 | 8.93 | 6.95 | 7.31 | 6.81 | 6.93 | NA | 4.47 | 11.05 | -11.03 | 6.50 | 30.01 | 20.47 | -6.59 | 11.48 | 5.95 | 0.82 | 2.00 | 11.89 | 10.56 | 0.62 | 11.84 | 21.86 | -19.38 | 9.38 | 10.96 | 6.71 | 10.79 | 21.29 | -4.45 | 2.58 |
| Sharpe Ratio | NA | -0.03 | -0.24 | 0.39 | 0.49 | NA | NA | 0.54 | 0.10 | -0.25 | 0.79 | -0.94 | 0.57 | 1.59 | 2.50 | -0.74 | 2.41 | 0.65 | 0.09 | 0.30 | 1.79 | 1.70 | 0.05 | 1.27 | 1.66 | -1.22 | 0.77 | 1.26 | 0.80 | 1.56 | 3.01 | -0.58 | 0.03 |
| Standard Deviation(%) | NA | 8.41 | 10.30 | 12.65 | 10.72 | NA | NA | 9.86 | 8.57 | 8.45 | 8.58 | 13.17 | 11.41 | 18.71 | 7.63 | 10.72 | 4.50 | 8.83 | 8.90 | 6.62 | 6.62 | 6.18 | 11.43 | 9.27 | 13.13 | 16.67 | 8.29 | 6.10 | 5.66 | 6.32 | 6.85 | 9.62 | 8.47 |
| Draw Down(%) | NA | 5.54 | 17.46 | 20.62 | 20.62 | NA | NA | 30.08 | 0.55 | 5.54 | 8.04 | 17.80 | 9.07 | 20.62 | 3.87 | 14.15 | 1.93 | 8.01 | 9.64 | 4.98 | 6.33 | 4.78 | 10.61 | 6.96 | 13.48 | 29.23 | 5.34 | 6.21 | 3.99 | 6.81 | 6.09 | 15.60 | 9.55 |
| Yield(%) | NA | 2.99 | 4.30 | 3.61 | 3.38 | NA | NA | 3.59 | NA | 0.67 | 3.05 | 4.62 | 4.19 | 3.43 | 1.96 | 3.13 | 0.29 | 2.82 | 3.40 | 6.11 | 3.22 | 2.43 | 2.57 | 2.40 | 2.89 | 4.91 | 6.00 | 5.46 | 4.18 | 4.14 | 3.02 | 2.92 | 4.66 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.53%
Feb 2006 - Feb 2009 |
0.40%
Feb 2004 - Feb 2009 |
4.76%
Feb 2006 - Feb 2016 |
5.28%
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 Strategic Asset Allocation - Equal Weight Moderate |
18.60%
Dec 2018 - Dec 2021 |
13.40%
Feb 2009 - Feb 2014 |
9.00%
Sep 2011 - Sep 2021 |
8.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart