Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Teradata Savings Plan Tactical Asset Allocation Moderate | NA | 18.72% | 4.54% | 8.71% | 5.44% | 6.96% | 9.50% | 8.96% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Teradata Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.46 | 18.72 | 4.54 | 8.71 | 5.44 | 6.96 | 9.50 | 8.96 | NA | 5.11 | 16.45 | -11.12 | 11.07 | 17.12 | 19.06 | -13.00 | 8.97 | 7.03 | -4.74 | 4.13 | 11.99 | 14.90 | 0.01 | 15.49 | 13.33 | 3.44 | 21.77 | 25.14 | 21.03 | 16.43 | 23.47 | -6.15 | -5.35 |
| Sharpe Ratio | NA | -0.02 | -0.04 | 0.39 | 0.34 | NA | NA | 0.71 | 0.04 | -0.16 | 1.65 | -1.04 | 1.18 | 0.93 | 3.00 | -1.35 | 1.50 | 0.82 | -0.53 | 0.56 | 1.59 | 1.98 | 0.00 | 1.45 | 1.40 | 0.22 | 1.53 | 2.11 | 2.61 | 1.64 | 3.39 | -0.54 | -0.97 |
| Standard Deviation(%) | NA | 8.89 | 9.62 | 11.81 | 10.12 | NA | NA | 10.04 | 8.05 | 8.97 | 7.37 | 11.98 | 9.39 | 18.16 | 5.89 | 10.57 | 5.55 | 8.34 | 8.99 | 7.35 | 7.50 | 7.50 | 14.26 | 10.62 | 9.46 | 11.41 | 12.31 | 10.38 | 7.24 | 9.44 | 6.72 | 13.48 | 7.89 |
| Draw Down(%) | NA | 6.28 | 15.03 | 20.84 | 20.84 | NA | NA | 21.72 | 0.66 | 6.28 | 5.66 | 16.16 | 3.65 | 20.84 | 3.02 | 20.32 | 2.63 | 6.57 | 12.02 | 5.84 | 4.99 | 5.16 | 14.06 | 8.93 | 5.72 | 12.83 | 10.01 | 14.60 | 6.42 | 12.34 | 6.16 | 21.72 | 14.64 |
| Yield(%) | NA | 4.18 | 4.24 | 4.05 | 3.87 | NA | NA | 0.00 | NA | 1.34 | 4.29 | 3.04 | 4.64 | 4.38 | 4.32 | 3.61 | 1.61 | 4.27 | 4.64 | 4.38 | 3.80 | 5.18 | 2.97 | 4.97 | 5.16 | 4.29 | 8.99 | 6.55 | 5.31 | 1.91 | 1.69 | 0.99 | 1.48 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Teradata Savings Plan Tactical Asset Allocation Moderate |
-0.22%
Mar 2017 - Mar 2020 |
0.13%
Dec 2013 - Dec 2018 |
4.18%
Mar 2010 - Mar 2020 |
5.80%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Teradata Savings Plan Tactical Asset Allocation Moderate |
27.46%
Oct 2004 - Oct 2007 |
22.95%
Feb 2003 - Feb 2008 |
15.81%
Apr 2003 - Apr 2013 |
12.32%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart