Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ROCKWELL COLLINS RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES Tactical Asset Allocation Moderate | NA | 26.31% | 7.15% | 9.79% | 7.60% | 9.43% | 8.98% | 9.57% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROCKWELL COLLINS RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 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 (%) | -1.14 | 26.31 | 7.15 | 9.79 | 7.60 | 9.43 | 8.98 | 9.57 | NA | 10.95 | 16.49 | -7.76 | 17.89 | 8.45 | 15.17 | -2.90 | 14.46 | 5.25 | -1.57 | 11.44 | 21.70 | 9.74 | 2.29 | 16.10 | 18.14 | 0.96 | 6.94 | 10.78 | 4.36 | 9.92 | 19.71 | 8.60 | 7.54 |
| Sharpe Ratio | NA | 0.58 | 0.31 | 0.65 | 0.65 | NA | NA | 0.93 | 0.04 | 0.50 | 1.45 | -0.94 | 1.75 | 0.74 | 2.31 | -0.40 | 3.25 | 0.67 | -0.19 | 1.59 | 3.05 | 1.27 | 0.18 | 1.34 | 1.59 | 0.01 | 0.46 | 1.00 | 0.30 | 1.20 | 2.41 | 1.89 | 1.03 |
| Standard Deviation(%) | NA | 8.67 | 8.97 | 9.70 | 8.71 | NA | NA | 8.48 | 8.17 | 8.71 | 8.41 | 9.74 | 10.19 | 11.14 | 5.96 | 10.43 | 4.26 | 7.59 | 8.33 | 7.19 | 7.09 | 7.66 | 12.49 | 11.99 | 11.37 | 5.76 | 8.64 | 7.54 | 7.29 | 7.47 | 7.89 | 3.97 | 5.08 |
| Draw Down(%) | NA | 5.98 | 10.37 | 13.11 | 13.11 | NA | NA | 13.11 | 0.71 | 5.98 | 7.66 | 11.49 | 4.92 | 13.11 | 2.86 | 11.55 | 1.53 | 6.21 | 8.09 | 3.96 | 4.64 | 5.91 | 12.35 | 10.68 | 6.01 | 5.42 | 6.24 | 7.75 | 5.28 | 6.22 | 3.62 | 2.40 | 3.79 |
| Yield(%) | NA | 9.11 | 5.03 | 5.77 | 5.36 | NA | NA | 0.00 | NA | 3.00 | 7.34 | 2.72 | 8.28 | 4.48 | 4.43 | 5.94 | 5.22 | 3.40 | 5.34 | 4.52 | 3.64 | 3.64 | 5.89 | 2.38 | 3.08 | 4.49 | 6.37 | 5.18 | 4.12 | 3.51 | 3.58 | 5.05 | 6.45 |
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 |
|---|---|---|---|---|
| ROCKWELL COLLINS RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES Tactical Asset Allocation Moderate |
3.69%
Oct 2017 - Oct 2020 |
3.78%
Mar 2015 - Mar 2020 |
6.41%
Oct 2013 - Oct 2023 |
8.13%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROCKWELL COLLINS RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES Tactical Asset Allocation Moderate |
14.54%
Nov 2011 - Nov 2014 |
15.06%
Jun 2009 - Jun 2014 |
10.67%
Apr 2005 - Apr 2015 |
10.05%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart