Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Unisys Retirement 401K Tactical Asset Allocation Moderate | NA | 25.47% | 4.23% | 8.73% | 7.27% | 8.66% | 9.10% | 9.25% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Unisys Retirement 401K 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 (%) | -1.75 | 25.47 | 4.23 | 8.73 | 7.27 | 8.66 | 9.10 | 9.25 | NA | 12.73 | 15.38 | -16.95 | 19.65 | 13.15 | 18.28 | -3.83 | 11.25 | 5.54 | 0.14 | 4.09 | 15.21 | 12.17 | 7.27 | 14.70 | 23.24 | -8.35 | 13.67 | 18.67 | 6.61 | 12.00 | 21.18 | 1.69 | 3.41 |
| Sharpe Ratio | NA | 0.67 | 0.01 | 0.42 | 0.49 | NA | NA | 0.78 | 0.08 | 0.60 | 1.43 | -1.31 | 2.03 | 0.65 | 2.94 | -0.55 | 2.13 | 0.62 | 0.01 | 0.58 | 2.09 | 1.68 | 0.53 | 1.35 | 2.06 | -1.11 | 0.93 | 1.75 | 0.60 | 1.34 | 3.50 | 0.09 | 0.18 |
| Standard Deviation(%) | NA | 10.15 | 10.92 | 13.03 | 10.73 | NA | NA | 9.68 | 9.38 | 10.16 | 7.76 | 14.00 | 9.67 | 19.81 | 5.73 | 9.42 | 4.99 | 8.54 | 9.22 | 7.05 | 7.25 | 7.22 | 13.71 | 10.84 | 11.23 | 8.37 | 11.51 | 8.78 | 7.42 | 8.23 | 5.85 | 6.26 | 6.06 |
| Draw Down(%) | NA | 6.29 | 20.98 | 23.65 | 23.65 | NA | NA | 23.65 | 0.73 | 6.29 | 6.06 | 23.54 | 4.99 | 22.48 | 2.17 | 11.17 | 2.26 | 7.61 | 9.81 | 5.76 | 7.53 | 5.58 | 10.26 | 8.00 | 4.81 | 16.58 | 8.26 | 7.23 | 5.14 | 10.86 | 2.45 | 5.16 | 6.67 |
| Yield(%) | NA | 4.85 | 5.12 | 4.19 | 4.00 | NA | NA | 0.00 | NA | 2.49 | 3.73 | 4.48 | 4.89 | 2.04 | 4.82 | 2.34 | 2.98 | 4.03 | 4.64 | 4.47 | 2.47 | 3.83 | 5.50 | 3.07 | 5.33 | 8.84 | 7.60 | 4.94 | 4.23 | 2.96 | 5.13 | 2.12 | 7.61 |
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 |
|---|---|---|---|---|
| Unisys Retirement 401K Tactical Asset Allocation Moderate |
1.73%
Mar 2017 - Mar 2020 |
2.21%
Mar 2015 - Mar 2020 |
5.27%
Sep 2012 - Sep 2022 |
6.72%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Unisys Retirement 401K Tactical Asset Allocation Moderate |
17.39%
Mar 2009 - Mar 2012 |
15.28%
Oct 2002 - Oct 2007 |
12.30%
Apr 2003 - Apr 2013 |
10.55%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart