Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AT&T SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 6.58% | 3.85% | 3.43% | 2.05% | 1.38% | 1.52% | 1.53% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AT&T SAVINGS AND SECURITY PLAN 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 6.58 | 3.85 | 3.43 | 2.05 | 1.38 | 1.52 | 1.53 | NA | 6.58 | 4.25 | 1.38 | 0.02 | 5.51 | 1.42 | 1.35 | 0.63 | 0.21 | 0.03 | 0.02 | 0.03 | 0.05 | 0.03 | 0.09 | 0.10 | 0.94 | 3.03 | 3.29 | 2.19 | 0.94 | 0.69 | 1.11 | 2.31 | 0.00 |
| Sharpe Ratio | NA | 0.03 | -0.04 | 0.46 | 0.32 | NA | NA | 0.21 | 0.02 | -0.02 | 0.00 | 0.00 | 0.02 | 1.03 | 1.02 | 2.20 | 0.06 | 0.93 | -0.20 | 0.28 | 0.27 | 0.52 | -0.08 | 2.18 | 0.08 | 0.39 | 1.22 | 2.49 | 0.72 | 0.13 | 0.20 | 0.17 | NA | NA |
| Standard Deviation(%) | NA | 0.55 | 0.38 | 2.31 | 1.64 | NA | NA | 1.06 | 0.00 | 0.55 | 0.29 | 0.06 | 0.00 | 5.12 | 0.01 | 0.02 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.00 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.80 | 2.32 | 2.61 | 1.58 | NA | NA | 1.33 | NA | 1.31 | 4.25 | 1.38 | 0.02 | 5.24 | 1.42 | 1.34 | 0.63 | 0.21 | 0.03 | 0.02 | 0.03 | 0.05 | 0.03 | 0.09 | 0.09 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 | 0.00 |
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 |
|---|---|---|---|---|
| AT&T SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Equal Weight Moderate |
0.02%
Sep 2012 - Sep 2015 |
0.03%
Aug 2010 - Aug 2015 |
0.20%
Jan 2008 - Jan 2018 |
0.77%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AT&T SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Equal Weight Moderate |
4.05%
Dec 2021 - Dec 2024 |
3.52%
Dec 2019 - Dec 2024 |
2.11%
Dec 2014 - Dec 2024 |
1.42%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison Chart