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 |
|---|---|---|---|---|---|---|---|---|
| ACCO Brands Corporation 401(k) Plan Tactical Asset Allocation Moderate | NA | 25.35% | -0.56% | 4.41% | 3.81% | 4.51% | 7.07% | 7.75% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACCO Brands Corporation 401(k) 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 (%) | -0.91 | 25.35 | -0.56 | 4.41 | 3.81 | 4.51 | 7.07 | 7.75 | NA | 8.75 | 15.56 | -21.54 | 4.24 | 15.85 | 6.19 | -4.18 | 15.21 | 5.63 | -4.23 | -0.35 | 15.29 | 8.41 | -1.95 | 5.52 | 26.04 | -3.33 | 18.43 | 17.58 | 15.22 | 10.78 | 22.59 | 5.12 | 6.97 |
| Sharpe Ratio | NA | 0.02 | -0.03 | 0.01 | 0.03 | NA | NA | 0.15 | 0.00 | 0.23 | 1.28 | -1.48 | 0.46 | 1.71 | 0.95 | -0.74 | 2.83 | 1.02 | -0.77 | -0.06 | 2.34 | 1.55 | -0.25 | 0.50 | 2.61 | -0.85 | 1.34 | 1.64 | 2.09 | 1.14 | 4.55 | 0.95 | 1.14 |
| Standard Deviation(%) | NA | 191.94 | 111.37 | 86.34 | 61.15 | NA | NA | 39.89 | 1,518.70 | 9.43 | 8.82 | 15.46 | 9.26 | 9.13 | 5.03 | 7.38 | 5.16 | 5.33 | 5.53 | 6.37 | 6.53 | 5.39 | 8.05 | 10.85 | 9.92 | 5.00 | 11.56 | 8.75 | 6.23 | 8.64 | 4.81 | 4.22 | 4.08 |
| Draw Down(%) | NA | 74.41 | 74.41 | 74.41 | 74.41 | NA | NA | 74.41 | 74.41 | 6.22 | 9.53 | 26.90 | 6.24 | 10.48 | 3.56 | 10.54 | 2.27 | 4.30 | 8.39 | 5.87 | 4.72 | 4.63 | 7.63 | 8.17 | 4.82 | 5.64 | 9.47 | 11.97 | 4.71 | 10.15 | 2.31 | 5.54 | 2.76 |
| Yield(%) | NA | 3.89 | 5.17 | 5.01 | 4.60 | NA | NA | 4.73 | NA | 0.76 | 4.10 | 3.34 | 7.46 | 6.14 | 3.87 | 2.11 | 3.66 | 3.93 | 5.18 | 5.68 | 3.06 | 3.71 | 2.00 | 3.89 | 5.08 | 2.37 | 9.19 | 8.54 | 6.27 | 2.62 | 3.77 | 5.08 | 6.92 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCO Brands Corporation 401(k) Plan Tactical Asset Allocation Moderate |
-3.03%
Sep 2019 - Sep 2022 |
-1.35%
Sep 2017 - Sep 2022 |
1.77%
Oct 2013 - Oct 2023 |
3.47%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCO Brands Corporation 401(k) Plan Tactical Asset Allocation Moderate |
20.87%
Oct 2004 - Oct 2007 |
17.75%
Oct 2002 - Oct 2007 |
12.44%
Apr 2001 - Apr 2011 |
9.95%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart