Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIACOM 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 17.77% | 2.09% | 5.40% | 4.47% | 5.32% | 5.76% | 6.06% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIACOM 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | 17.77 | 2.09 | 5.40 | 4.47 | 5.32 | 5.76 | 6.06 | NA | 8.09 | 10.11 | -11.13 | 5.05 | 11.58 | 18.05 | -9.19 | 14.97 | 5.84 | -4.23 | 2.84 | 7.77 | 10.82 | -2.57 | 12.19 | 26.36 | -23.25 | 13.42 | 12.96 | 10.61 | 11.46 | 24.09 | -4.29 | 1.49 |
| Sharpe Ratio | NA | 0.30 | -0.21 | 0.17 | 0.30 | NA | NA | 0.45 | 0.00 | 0.21 | 0.80 | -1.03 | 0.59 | 0.69 | 2.51 | -1.11 | 3.15 | 0.65 | -0.50 | 0.44 | 1.16 | 1.62 | -0.22 | 1.22 | 1.67 | -1.23 | 1.06 | 1.17 | 1.46 | 1.51 | 3.67 | -0.62 | -0.09 |
| Standard Deviation(%) | NA | 7.27 | 9.17 | 10.94 | 9.50 | NA | NA | 9.91 | 5.38 | 7.30 | 7.27 | 12.09 | 8.58 | 16.52 | 6.64 | 9.48 | 4.55 | 8.73 | 8.57 | 6.44 | 6.68 | 6.64 | 11.84 | 9.91 | 15.77 | 19.71 | 9.81 | 8.26 | 5.80 | 6.99 | 6.37 | 8.76 | 9.03 |
| Draw Down(%) | NA | 4.49 | 17.40 | 22.14 | 22.14 | NA | NA | 35.04 | 0.52 | 4.49 | 6.61 | 17.40 | 4.39 | 22.14 | 4.03 | 15.83 | 1.73 | 6.50 | 11.05 | 6.00 | 7.04 | 5.88 | 12.27 | 7.60 | 14.95 | 33.09 | 6.63 | 10.32 | 4.03 | 8.41 | 5.93 | 14.54 | 13.04 |
| Yield(%) | NA | 3.45 | 2.98 | 2.71 | 2.41 | NA | NA | 2.80 | NA | 0.87 | 3.39 | 2.36 | 2.40 | 1.90 | 2.73 | 1.62 | 0.46 | 3.02 | 3.31 | 2.25 | 1.92 | 3.13 | 2.61 | 2.58 | 2.96 | 3.21 | 3.51 | 2.74 | 3.08 | 2.77 | 3.43 | 3.52 | 4.61 |
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 |
|---|---|---|---|---|
| VIACOM 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.25%
Feb 2006 - Feb 2009 |
0.93%
Feb 2004 - Feb 2009 |
3.25%
Oct 2013 - Oct 2023 |
3.11%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIACOM 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.00%
Feb 2009 - Feb 2012 |
15.42%
Oct 2002 - Oct 2007 |
9.19%
Mar 2003 - Mar 2013 |
7.89%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart