Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ERICSSON CAPITAL ACCUMULATION AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 34.49% | 9.81% | 9.69% | 6.46% | 6.16% | 7.03% | 7.14% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERICSSON CAPITAL ACCUMULATION AND SAVINGS 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 | 6.46 | 6.16 | 7.03 | 7.14 | NA | 15.53 | 25.58 | -10.44 | 3.31 | 12.16 | 5.66 | -0.35 | 15.14 | -0.54 | -0.61 | -0.35 | 15.13 | 1.80 | -0.30 | 6.75 | 17.77 | -3.58 | 11.01 | 13.27 | 9.98 | 12.13 | 24.80 | -6.37 | 2.31 |
| Sharpe Ratio | NA | 1.11 | 0.66 | 0.65 | 0.60 | NA | NA | 0.71 | 0.07 | 0.95 | 2.70 | -1.20 | 0.31 | 1.45 | 0.87 | -0.22 | 2.71 | -0.23 | -0.13 | -0.05 | 2.03 | 0.29 | -0.04 | 0.60 | 2.15 | -0.97 | 0.75 | 1.24 | 1.23 | 1.19 | 3.71 | -1.28 | 0.01 |
| Standard Deviation(%) | NA | 9.33 | 9.10 | 9.29 | 7.59 | NA | NA | 7.61 | 6.71 | 9.40 | 7.89 | 9.86 | 10.73 | 8.21 | 4.90 | 7.62 | 5.35 | 3.24 | 4.84 | 6.75 | 7.44 | 5.99 | 8.92 | 11.16 | 8.23 | 4.65 | 10.64 | 8.04 | 6.38 | 9.41 | 6.50 | 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 | 4.31 | 8.21 | 2.07 | 3.21 | 4.74 | 6.35 | 5.58 | 5.49 | 8.19 | 10.72 | 4.99 | 8.57 | 8.08 | 9.90 | 5.20 | 9.57 | 2.39 | 9.39 | 0.00 |
| Yield(%) | NA | 17.89 | 12.86 | 9.09 | 5.72 | NA | NA | 4.67 | NA | 4.27 | 17.84 | 7.68 | 8.30 | 3.91 | 3.33 | 3.77 | 0.67 | 4.23 | 1.01 | 2.12 | 0.92 | 0.70 | 3.90 | 5.28 | 3.74 | 2.12 | 7.26 | 7.21 | 8.59 | 6.06 | 1.20 | 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 CAPITAL ACCUMULATION AND SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.73%
Nov 2013 - Nov 2016 |
1.76%
Apr 2011 - Apr 2016 |
3.34%
Apr 2010 - Apr 2020 |
3.63%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERICSSON CAPITAL ACCUMULATION AND SAVINGS PLAN Tactical Asset Allocation Moderate |
18.69%
Apr 2003 - Apr 2006 |
14.96%
Oct 2002 - Oct 2007 |
9.67%
Apr 2003 - Apr 2013 |
8.11%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart