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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PACCAR INC SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate NA -3.95% -1.41% 2.55% 3.36% 6.25% NA 6.87%
Data as of 09/29/2017, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
PACCAR INC SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate 12/31/2000 12/29/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.18 -3.95 -1.41 2.55 3.36 6.25 NA 6.87 -2.90 3.66 -2.48 0.66 14.25 7.77 -2.15 3.98 16.13 -1.67 8.27 13.88 4.36 13.66 18.30 9.95 8.65
Sharpe Ratio NA -0.25 -0.11 0.30 0.42 NA NA 0.77 -0.25 0.84 -0.48 0.10 2.24 1.50 -0.26 0.40 1.92 -0.41 0.57 1.56 0.43 1.91 3.80 2.11 1.17
Standard Deviation(%) NA 14.36 9.11 8.12 7.92 NA NA 7.26 14.39 4.09 5.21 6.21 6.36 5.14 8.29 9.67 8.36 6.28 9.18 6.77 5.08 6.66 4.63 4.19 5.43
Draw Down(%) NA 12.97 12.97 12.97 12.97 NA NA 12.97 12.97 2.43 4.62 5.44 4.54 4.27 9.41 8.27 4.08 6.64 6.63 6.44 4.30 5.85 2.35 2.44 4.10
Yield(%) NA 0.77 3.18 3.19 3.76 NA NA 5.14 0.77 3.16 5.40 4.62 1.85 4.99 1.63 4.17 6.49 4.09 8.53 7.75 3.12 4.67 4.34 7.90 8.82
Data as of 09/29/2017, 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
PACCAR INC SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate -1.38%
Sep 2014 - Sep 2017
2.31%
Apr 2011 - Apr 2016
3.29%
Oct 2007 - Oct 2017
6.25%
Sep 2002 - Sep 2017
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PACCAR INC SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate 13.92%
Dec 2001 - Dec 2004
12.63%
Oct 2002 - Oct 2007
9.98%
Apr 2001 - Apr 2011
7.40%
Jun 2001 - Jun 2016
Annualized Rolling Returns Comparison Chart