Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ERICSSON SERVICES INC. 401(k) PLAN Tactical Asset Allocation Moderate | NA | 34.49% | 9.81% | 9.69% | 6.69% | 6.29% | 7.11% | 7.21% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERICSSON SERVICES INC. 401(k) 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 (%) | -0.74 | 34.49 | 9.81 | 9.69 | 6.69 | 6.29 | 7.11 | 7.21 | NA | 15.53 | 25.58 | -10.44 | 3.31 | 12.16 | 5.47 | -0.45 | 13.54 | 3.26 | -0.60 | -0.34 | 15.19 | 1.82 | -0.59 | 6.82 | 17.81 | -3.39 | 10.16 | 13.37 | 10.04 | 12.21 | 24.80 | -6.37 | 2.31 |
| Sharpe Ratio | NA | 1.11 | 0.66 | 0.65 | 0.62 | NA | NA | 0.72 | 0.07 | 0.95 | 2.70 | -1.20 | 0.31 | 1.45 | 0.83 | -0.23 | 2.34 | 0.66 | -0.13 | -0.05 | 2.04 | 0.30 | -0.07 | 0.60 | 2.16 | -0.93 | 0.67 | 1.26 | 1.23 | 1.20 | 3.71 | -1.28 | 0.01 |
| Standard Deviation(%) | NA | 9.33 | 9.10 | 9.29 | 7.67 | NA | NA | 7.65 | 6.71 | 9.40 | 7.89 | 9.86 | 10.73 | 8.21 | 4.87 | 7.58 | 5.52 | 4.65 | 4.84 | 6.76 | 7.44 | 5.98 | 9.02 | 11.15 | 8.21 | 4.65 | 10.74 | 8.04 | 6.39 | 9.43 | 6.49 | 5.83 | 0.05 |
| Draw Down(%) | NA | 8.06 | 13.40 | 17.38 | 17.38 | NA | NA | 17.38 | 0.41 | 8.04 | 4.88 | 14.83 | 5.87 | 6.65 | 4.29 | 8.43 | 2.22 | 4.16 | 4.73 | 6.35 | 5.59 | 5.47 | 8.46 | 10.02 | 5.00 | 8.56 | 8.10 | 9.88 | 5.18 | 9.59 | 2.38 | 9.39 | 0.00 |
| Yield(%) | NA | 17.89 | 12.86 | 9.09 | 5.98 | NA | NA | 4.89 | NA | 4.27 | 17.84 | 7.68 | 8.30 | 3.91 | 3.33 | 3.73 | 0.64 | 6.90 | 1.01 | 2.12 | 0.99 | 0.72 | 3.85 | 5.12 | 3.85 | 2.12 | 9.37 | 7.26 | 8.62 | 6.11 | 1.28 | 1.04 | 2.31 |
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 |
|---|---|---|---|---|
| ERICSSON SERVICES INC. 401(k) PLAN Tactical Asset Allocation Moderate |
0.38%
Nov 2013 - Nov 2016 |
1.73%
Apr 2011 - Apr 2016 |
3.53%
Apr 2010 - Apr 2020 |
3.75%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERICSSON SERVICES INC. 401(k) PLAN Tactical Asset Allocation Moderate |
18.74%
Apr 2003 - Apr 2006 |
14.93%
Oct 2002 - Oct 2007 |
9.62%
Apr 2003 - Apr 2013 |
8.27%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart