Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Acxiom Corporation Retirement Savings Plan Tactical Asset Allocation Moderate | NA | -1.85% | -0.12% | 2.42% | 3.30% | 5.71% | 6.68% | 7.02% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Acxiom Corporation Retirement Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.75 | -1.85 | -0.12 | 2.42 | 3.30 | 5.71 | 6.68 | 7.02 | 1.18 | 9.54 | -15.14 | 4.46 | 12.61 | 14.80 | -2.41 | 9.40 | 7.58 | -1.17 | 1.80 | 16.68 | 7.02 | 1.12 | 8.91 | 22.56 | -0.90 | 12.87 | 12.91 | 7.06 | 13.49 | 19.25 | 1.69 | 6.12 |
| Sharpe Ratio | NA | 0.19 | -0.23 | 0.31 | 0.39 | NA | NA | 0.79 | 0.11 | 0.61 | -1.43 | 0.47 | 1.37 | 3.01 | -0.51 | 1.50 | 1.64 | -0.23 | 0.25 | 2.38 | 1.12 | 0.12 | 0.77 | 2.47 | -0.27 | 1.01 | 1.32 | 0.74 | 1.41 | 3.20 | 0.11 | 0.72 |
| Standard Deviation(%) | NA | 8.60 | 9.92 | 9.00 | 7.65 | NA | NA | 7.73 | 7.96 | 8.65 | 11.59 | 9.52 | 9.02 | 4.45 | 7.37 | 5.84 | 4.50 | 5.27 | 7.06 | 6.98 | 6.21 | 8.84 | 11.39 | 9.10 | 6.69 | 9.74 | 7.28 | 6.62 | 8.92 | 5.80 | 5.46 | 5.26 |
| Draw Down(%) | NA | 8.21 | 19.99 | 19.99 | 19.99 | NA | NA | 19.99 | 1.61 | 8.21 | 18.00 | 5.62 | 11.30 | 2.35 | 8.86 | 6.54 | 3.76 | 6.22 | 6.06 | 4.73 | 5.82 | 9.35 | 9.97 | 4.12 | 7.15 | 7.16 | 7.43 | 4.80 | 7.36 | 4.91 | 7.05 | 4.10 |
| Yield(%) | NA | 4.09 | 4.28 | 5.01 | 4.68 | NA | NA | 4.82 | 0.01 | 4.37 | 2.20 | 6.34 | 6.06 | 6.28 | 4.98 | 0.35 | 4.29 | 6.11 | 6.21 | 2.22 | 5.40 | 2.47 | 3.36 | 5.38 | 4.35 | 6.99 | 5.40 | 4.64 | 3.35 | 4.28 | 6.92 | 8.79 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Acxiom Corporation Retirement Savings Plan Tactical Asset Allocation Moderate |
-0.98%
Dec 2020 - Dec 2023 |
1.72%
Nov 2017 - Nov 2022 |
3.30%
Oct 2013 - Oct 2023 |
5.41%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Acxiom Corporation Retirement Savings Plan Tactical Asset Allocation Moderate |
14.65%
Apr 2003 - Apr 2006 |
14.02%
Oct 2002 - Oct 2007 |
10.83%
Apr 2001 - Apr 2011 |
9.59%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart