Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RadioShack 401(k) Plan Tactical Asset Allocation Moderate | NA | -1.30% | 2.67% | 4.04% | 2.93% | 5.60% | 6.25% | 6.53% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RadioShack 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.37 | -1.30 | 2.67 | 4.04 | 2.93 | 5.60 | 6.25 | 6.53 | 0.83 | 9.10 | -11.04 | 8.90 | 16.33 | 11.02 | -3.71 | 6.19 | 5.74 | -4.94 | 1.08 | 14.13 | 8.89 | 3.67 | 8.83 | 24.02 | -4.33 | 11.85 | 13.72 | 7.03 | 8.38 | 15.16 | 1.69 | 7.53 |
| Sharpe Ratio | NA | 0.22 | 0.07 | 0.57 | 0.39 | NA | NA | 0.75 | 0.07 | 0.61 | -1.17 | 1.07 | 2.04 | 2.33 | -0.63 | 0.89 | 1.16 | -0.87 | 0.18 | 1.94 | 1.34 | 0.46 | 0.78 | 2.83 | -1.12 | 0.82 | 1.11 | 0.80 | 0.98 | 2.68 | 0.12 | 1.01 |
| Standard Deviation(%) | NA | 7.99 | 8.96 | 8.08 | 7.19 | NA | NA | 7.45 | 8.04 | 7.99 | 10.58 | 8.29 | 7.90 | 4.12 | 7.96 | 6.24 | 4.79 | 5.69 | 5.98 | 7.26 | 6.59 | 7.93 | 11.26 | 8.46 | 4.67 | 10.80 | 9.40 | 6.10 | 7.59 | 5.39 | 4.79 | 5.17 |
| Draw Down(%) | NA | 6.18 | 14.26 | 14.26 | 14.26 | NA | NA | 14.26 | 1.77 | 6.18 | 13.97 | 4.10 | 8.00 | 1.89 | 10.08 | 5.77 | 3.66 | 8.72 | 5.81 | 5.90 | 6.21 | 5.30 | 9.47 | 3.36 | 7.30 | 7.58 | 10.95 | 4.52 | 7.18 | 3.10 | 6.54 | 4.49 |
| Yield(%) | NA | 3.63 | 3.80 | 4.45 | 3.35 | NA | NA | 3.83 | 0.01 | 3.85 | 3.76 | 3.80 | 7.22 | 3.81 | 2.49 | 0.18 | 4.55 | 2.16 | 2.01 | 3.43 | 3.46 | 3.01 | 2.23 | 4.15 | 2.73 | 4.57 | 6.09 | 4.88 | 3.38 | 2.87 | 6.08 | 7.30 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| RadioShack 401(k) Plan Tactical Asset Allocation Moderate |
0.53%
Dec 2013 - Dec 2016 |
0.77%
Dec 2013 - Dec 2018 |
2.93%
Oct 2013 - Oct 2023 |
5.20%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RadioShack 401(k) Plan Tactical Asset Allocation Moderate |
13.48%
Feb 2009 - Feb 2012 |
12.53%
Oct 2002 - Oct 2007 |
10.01%
Jul 2003 - Jul 2013 |
8.33%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart