Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Target Corporation 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 21.24% | 2.09% | 6.38% | 5.35% | 5.89% | 4.52% | 4.14% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Target Corporation 401(k) 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 (%) | -0.89 | 21.24 | 2.09 | 6.38 | 5.35 | 5.89 | 4.52 | 4.14 | NA | 7.39 | 10.66 | -12.00 | 9.17 | 13.07 | 17.07 | -7.98 | 10.65 | 7.98 | -0.31 | 5.29 | 7.52 | 8.89 | 0.29 | 8.41 | 16.26 | -23.26 | 4.43 | 10.70 | 3.79 | 0.94 | 0.69 | 1.11 | 2.31 | 0.00 |
| Sharpe Ratio | NA | 0.21 | -0.25 | 0.24 | 0.36 | NA | NA | 0.26 | -0.02 | 0.10 | 0.81 | -1.12 | 1.07 | 0.71 | 2.41 | -1.20 | 2.32 | 0.92 | -0.04 | 0.98 | 1.14 | 1.59 | 0.02 | 0.75 | 1.00 | -1.04 | 0.15 | 1.19 | 0.28 | 0.13 | 0.20 | 0.17 | NA | NA |
| Standard Deviation(%) | NA | 7.73 | 9.42 | 11.53 | 9.65 | NA | NA | 9.89 | 4.41 | 7.77 | 7.90 | 11.99 | 8.56 | 18.01 | 6.50 | 7.76 | 4.33 | 8.42 | 8.65 | 5.40 | 6.58 | 5.56 | 14.58 | 11.03 | 16.24 | 23.28 | 9.83 | 6.25 | 5.68 | 0.02 | 0.00 | 0.01 | 0.00 | NA |
| Draw Down(%) | NA | 4.68 | 18.50 | 24.13 | 24.13 | NA | NA | 37.00 | 0.44 | 4.54 | 8.58 | 18.50 | 3.90 | 24.13 | 4.23 | 12.55 | 2.06 | 6.17 | 10.14 | 4.55 | 6.72 | 3.95 | 12.41 | 9.96 | 16.71 | 30.88 | 6.03 | 4.50 | 4.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.88 | 3.38 | 3.20 | 3.33 | NA | NA | 2.35 | NA | 1.12 | 3.61 | 2.70 | 2.97 | 2.71 | 3.18 | 1.48 | 0.32 | 6.40 | 5.81 | 3.67 | 2.10 | 1.90 | 0.31 | 0.63 | 1.40 | 1.58 | 2.33 | 2.76 | 2.11 | 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 |
|---|---|---|---|---|
| Target Corporation 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-8.16%
Feb 2006 - Feb 2009 |
-3.74%
Feb 2004 - Feb 2009 |
1.18%
Sep 2001 - Sep 2011 |
2.52%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Target Corporation 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
14.36%
Feb 2009 - Feb 2012 |
10.72%
Feb 2009 - Feb 2014 |
7.40%
Feb 2009 - Feb 2019 |
6.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart