Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYDER SYSTEM, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 40.97% | 8.08% | 15.12% | 10.55% | 10.93% | 10.52% | 9.66% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYDER SYSTEM, INC. 401(k) SAVINGS PLAN 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 (%) | -1.62 | 40.97 | 8.08 | 15.12 | 10.55 | 10.93 | 10.52 | 9.66 | NA | 23.56 | 18.09 | -15.10 | 18.29 | 25.62 | 24.13 | -5.35 | 13.25 | 6.83 | 0.21 | 7.34 | 17.03 | 11.09 | 6.45 | 14.73 | 14.54 | -1.77 | 9.89 | 13.75 | 7.83 | 11.63 | 13.99 | -3.15 | -2.34 |
| Sharpe Ratio | NA | 1.10 | 0.30 | 0.57 | 0.60 | NA | NA | 0.70 | 0.07 | 1.03 | 1.14 | -1.07 | 1.13 | 0.95 | 1.96 | -0.61 | 2.42 | 0.78 | 0.02 | 0.90 | 2.37 | 1.40 | 0.43 | 1.42 | 1.54 | -0.47 | 0.72 | 1.43 | 0.90 | 1.35 | 1.90 | -0.70 | -0.71 |
| Standard Deviation(%) | NA | 16.28 | 14.76 | 18.09 | 14.36 | NA | NA | 11.30 | 10.19 | 16.40 | 12.12 | 15.46 | 16.12 | 26.82 | 11.58 | 10.84 | 5.21 | 8.47 | 8.77 | 8.14 | 7.17 | 7.90 | 14.80 | 10.33 | 9.39 | 5.74 | 9.53 | 7.31 | 6.30 | 7.92 | 7.01 | 6.09 | 6.53 |
| Draw Down(%) | NA | 11.30 | 17.86 | 25.94 | 25.94 | NA | NA | 25.94 | 0.73 | 11.30 | 9.61 | 19.17 | 7.11 | 25.94 | 6.54 | 17.00 | 2.21 | 6.86 | 9.02 | 4.85 | 4.70 | 6.08 | 11.91 | 7.66 | 4.35 | 5.34 | 7.14 | 8.23 | 4.35 | 7.17 | 4.98 | 7.62 | 9.16 |
| Yield(%) | NA | 3.57 | 5.33 | 4.83 | 4.19 | NA | NA | 0.00 | NA | 0.03 | 3.93 | 3.33 | 9.86 | 5.50 | 4.08 | 3.05 | 4.84 | 4.57 | 3.39 | 3.18 | 4.84 | 3.01 | 3.37 | 2.28 | 3.54 | 3.68 | 5.98 | 3.76 | 2.75 | 2.58 | 3.50 | 4.02 | 4.67 |
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 |
|---|---|---|---|---|
| RYDER SYSTEM, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
4.12%
Aug 2001 - Aug 2004 |
4.13%
Mar 2015 - Mar 2020 |
7.62%
Oct 2013 - Oct 2023 |
7.81%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYDER SYSTEM, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
22.64%
Dec 2018 - Dec 2021 |
15.78%
Sep 2019 - Sep 2024 |
11.53%
Aug 2011 - Aug 2021 |
11.41%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart