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 Strategic Asset Allocation - Equal Weight Moderate | NA | 24.16% | 7.28% | 9.14% | 7.38% | 8.73% | 7.21% | 6.67% |
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 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 (%) | -1.09 | 24.16 | 7.28 | 9.14 | 7.38 | 8.73 | 7.21 | 6.67 | NA | 10.63 | 15.84 | -5.49 | 5.32 | 15.27 | 19.81 | -3.10 | 8.55 | 7.18 | -0.15 | 10.88 | 16.72 | 9.82 | 1.26 | 14.15 | 27.19 | -24.66 | 5.91 | 9.96 | 4.87 | 9.86 | 17.91 | -11.85 | 0.61 |
| Sharpe Ratio | NA | 0.58 | 0.30 | 0.45 | 0.52 | NA | NA | 0.45 | 0.07 | 0.49 | 1.47 | -0.53 | 0.52 | 0.77 | 2.48 | -0.42 | 1.61 | 0.88 | -0.02 | 1.50 | 2.44 | 1.31 | 0.09 | 0.98 | 1.54 | -1.17 | 0.31 | 0.89 | 0.39 | 1.22 | 1.61 | -0.93 | -0.17 |
| Standard Deviation(%) | NA | 8.23 | 9.96 | 12.50 | 10.56 | NA | NA | 11.38 | 8.71 | 8.24 | 7.91 | 12.94 | 10.16 | 19.48 | 7.41 | 10.53 | 4.92 | 7.89 | 9.15 | 7.22 | 6.83 | 7.48 | 13.78 | 14.33 | 17.59 | 21.88 | 9.26 | 7.53 | 6.87 | 7.29 | 10.67 | 13.97 | 10.04 |
| Draw Down(%) | NA | 6.80 | 11.40 | 20.56 | 20.56 | NA | NA | 37.31 | 0.63 | 6.80 | 5.34 | 11.89 | 8.53 | 20.56 | 3.69 | 11.74 | 2.51 | 7.46 | 7.90 | 3.92 | 4.77 | 5.89 | 11.76 | 13.28 | 14.63 | 36.03 | 5.94 | 7.51 | 4.41 | 5.45 | 8.73 | 20.84 | 12.82 |
| Yield(%) | NA | 8.18 | 4.67 | 4.70 | 4.59 | NA | NA | 3.74 | NA | 1.04 | 7.93 | 1.38 | 4.60 | 5.26 | 3.94 | 4.32 | 0.60 | 2.83 | 4.91 | 9.72 | 2.65 | 3.13 | 1.94 | 2.08 | 2.07 | 1.93 | 5.22 | 5.10 | 3.17 | 3.29 | 2.68 | 2.15 | 3.99 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-8.10%
Feb 2006 - Feb 2009 |
-2.24%
Feb 2004 - Feb 2009 |
4.39%
Aug 2001 - Aug 2011 |
5.15%
Feb 2001 - Feb 2016 |
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 Strategic Asset Allocation - Equal Weight Moderate |
19.30%
Feb 2009 - Feb 2012 |
16.17%
Feb 2009 - Feb 2014 |
10.65%
Feb 2009 - Feb 2019 |
10.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart