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 Strategic Asset Allocation - Equal Weight Moderate | NA | 32.65% | 11.70% | 12.98% | 8.16% | 8.29% | 7.01% | 6.96% |
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 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 (%) | -0.71 | 32.65 | 11.70 | 12.98 | 8.16 | 8.29 | 7.01 | 6.96 | NA | 17.85 | 22.24 | -5.96 | 3.61 | 25.14 | 15.77 | -8.45 | 9.70 | 3.92 | 1.25 | 0.85 | 18.31 | 10.75 | -3.36 | 13.20 | 24.84 | -29.98 | 10.94 | 11.24 | 9.24 | 9.31 | 22.99 | -6.32 | 0.18 |
| Sharpe Ratio | NA | 1.53 | 0.79 | 0.81 | 0.63 | NA | NA | 0.50 | 0.11 | 1.35 | 2.53 | -0.62 | 0.32 | 1.42 | 2.03 | -0.93 | 1.54 | 0.42 | 0.14 | 0.12 | 2.61 | 1.42 | -0.20 | 1.06 | 1.58 | -1.49 | 0.80 | 1.01 | 1.20 | 1.02 | 2.83 | -0.89 | -0.26 |
| Standard Deviation(%) | NA | 8.27 | 9.35 | 11.79 | 10.20 | NA | NA | 10.79 | 6.64 | 8.33 | 7.12 | 11.91 | 11.10 | 17.56 | 7.09 | 10.49 | 5.90 | 8.93 | 8.45 | 7.18 | 6.99 | 7.54 | 17.17 | 12.43 | 15.70 | 20.68 | 10.00 | 7.92 | 5.88 | 8.22 | 7.88 | 8.38 | 8.22 |
| Draw Down(%) | NA | 5.84 | 14.04 | 19.45 | 19.45 | NA | NA | 43.40 | 0.41 | 5.84 | 3.88 | 14.85 | 7.94 | 19.45 | 4.05 | 16.55 | 5.25 | 8.51 | 7.64 | 5.18 | 4.60 | 6.60 | 17.82 | 9.20 | 16.90 | 38.34 | 6.91 | 10.57 | 3.88 | 7.86 | 8.35 | 15.77 | 13.73 |
| Yield(%) | NA | 16.59 | 12.09 | 8.78 | 6.18 | NA | NA | 4.72 | NA | 4.51 | 16.22 | 7.59 | 7.03 | 4.46 | 3.40 | 4.35 | 0.70 | 7.02 | 2.92 | 3.43 | 3.72 | 2.12 | 4.37 | 3.22 | 4.09 | 2.38 | 9.52 | 7.02 | 5.05 | 2.05 | 1.29 | 0.82 | 1.32 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-9.18%
Feb 2006 - Feb 2009 |
-2.63%
Feb 2004 - Feb 2009 |
3.71%
Apr 2006 - Apr 2016 |
3.63%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERICSSON SERVICES INC. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.83%
Feb 2009 - Feb 2012 |
15.26%
Feb 2009 - Feb 2014 |
8.68%
Feb 2009 - Feb 2019 |
9.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart