Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ZIONS BANCORPORATION PAYSHELTER 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate | NA | 27.81% | 21.53% | 17.00% | 10.54% | 10.33% | 11.92% | 12.75% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIONS BANCORPORATION PAYSHELTER 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 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 (%) | -2.05 | 27.81 | 21.53 | 17.00 | 10.54 | 10.33 | 11.92 | 12.75 | NA | 4.68 | 106.45 | -19.22 | 8.63 | 11.41 | 11.46 | -6.77 | 17.86 | 5.98 | -4.04 | 4.37 | 8.50 | 9.79 | 6.82 | 14.85 | 35.12 | -8.07 | 21.76 | 20.06 | 15.62 | 18.21 | 30.34 | 9.80 | 6.85 |
| Sharpe Ratio | NA | -0.15 | 0.46 | 0.46 | 0.39 | NA | NA | 0.70 | -0.05 | -0.16 | 1.67 | -1.28 | 0.75 | 1.12 | 1.77 | -1.02 | 3.17 | 0.87 | -0.57 | 0.70 | 1.36 | 1.71 | 0.75 | 0.99 | 3.52 | -1.57 | 1.55 | 1.73 | 1.90 | 1.47 | 5.27 | 1.55 | 0.95 |
| Standard Deviation(%) | NA | 12.13 | 37.13 | 29.52 | 21.38 | NA | NA | 15.32 | 7.49 | 12.26 | 61.12 | 16.06 | 11.40 | 10.01 | 5.67 | 7.91 | 5.43 | 6.63 | 7.07 | 6.21 | 6.24 | 5.71 | 9.09 | 14.90 | 9.96 | 5.72 | 12.13 | 9.70 | 7.06 | 11.71 | 5.63 | 5.63 | 4.77 |
| Draw Down(%) | NA | 8.66 | 21.12 | 25.53 | 25.53 | NA | NA | 25.53 | 1.05 | 8.66 | 13.38 | 22.98 | 6.80 | 15.38 | 3.28 | 13.43 | 2.18 | 7.12 | 10.59 | 6.23 | 6.45 | 4.93 | 7.01 | 11.48 | 4.44 | 9.50 | 10.25 | 12.76 | 5.89 | 12.43 | 3.02 | 7.13 | 3.04 |
| Yield(%) | NA | 2.27 | 5.15 | 4.27 | 4.43 | NA | NA | 5.78 | NA | 0.05 | 4.44 | 7.97 | 5.18 | 2.65 | 3.00 | 2.46 | 3.94 | 5.66 | 3.29 | 7.92 | 3.64 | 5.62 | 4.79 | 9.79 | 4.44 | 3.42 | 8.96 | 11.96 | 5.01 | 10.00 | 3.90 | 6.55 | 8.37 |
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 |
|---|---|---|---|---|
| ZIONS BANCORPORATION PAYSHELTER 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
-1.84%
Sep 2019 - Sep 2022 |
0.00%
Sep 2017 - Sep 2022 |
3.03%
Sep 2012 - Sep 2022 |
5.53%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIONS BANCORPORATION PAYSHELTER 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
27.49%
Mar 2020 - Mar 2023 |
22.99%
Oct 2002 - Oct 2007 |
16.74%
Apr 2001 - Apr 2011 |
12.81%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart