Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Nokia Retirement Savings and Investment Plan Tactical Asset Allocation Moderate | NA | 25.73% | 1.06% | 4.42% | 4.13% | 4.70% | 5.63% | 6.24% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nokia Retirement Savings and Investment 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 (%) | -1.12 | 25.73 | 1.06 | 4.42 | 4.13 | 4.70 | 5.63 | 6.24 | NA | 8.17 | 18.11 | -22.51 | 6.17 | 12.99 | 9.95 | -2.62 | 12.28 | 3.11 | -1.87 | 2.15 | 14.62 | 5.73 | -3.92 | 8.32 | 15.90 | -2.92 | 12.43 | 10.54 | 5.45 | 10.73 | 17.51 | 2.68 | 6.54 |
| Sharpe Ratio | NA | 0.33 | -0.26 | 0.10 | 0.24 | NA | NA | 0.58 | 0.07 | 0.16 | 1.49 | -1.45 | 0.63 | 1.44 | 1.82 | -0.54 | 2.68 | 0.72 | -0.36 | 0.28 | 2.15 | 1.07 | -0.46 | 0.74 | 1.95 | -0.95 | 0.94 | 0.93 | 0.54 | 1.24 | 2.78 | 0.37 | 1.16 |
| Standard Deviation(%) | NA | 10.06 | 12.42 | 11.30 | 8.81 | NA | NA | 7.94 | 9.84 | 10.10 | 9.32 | 16.50 | 9.73 | 8.89 | 4.70 | 7.28 | 4.35 | 4.05 | 5.27 | 7.49 | 6.78 | 5.30 | 8.51 | 11.16 | 8.09 | 4.05 | 10.02 | 7.82 | 6.12 | 7.92 | 6.05 | 4.26 | 3.66 |
| Draw Down(%) | NA | 7.30 | 25.74 | 27.36 | 27.36 | NA | NA | 27.36 | 0.80 | 7.30 | 9.14 | 27.23 | 5.61 | 10.13 | 3.19 | 8.04 | 1.94 | 3.80 | 5.80 | 5.25 | 4.84 | 4.86 | 10.78 | 9.36 | 4.53 | 6.30 | 7.36 | 9.74 | 4.69 | 7.04 | 3.60 | 4.49 | 2.77 |
| Yield(%) | NA | 4.79 | 5.23 | 4.64 | 4.31 | NA | NA | 4.44 | NA | 0.65 | 4.95 | 2.31 | 7.88 | 3.36 | 5.16 | 3.66 | 0.31 | 3.66 | 5.10 | 6.57 | 4.65 | 3.94 | 1.97 | 3.98 | 4.46 | 2.66 | 8.20 | 6.17 | 3.30 | 4.11 | 3.17 | 5.22 | 6.65 |
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 |
|---|---|---|---|---|
| Nokia Retirement Savings and Investment Plan Tactical Asset Allocation Moderate |
-3.35%
Sep 2019 - Sep 2022 |
-0.87%
Sep 2017 - Sep 2022 |
2.19%
Oct 2013 - Oct 2023 |
2.99%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nokia Retirement Savings and Investment Plan Tactical Asset Allocation Moderate |
12.72%
Apr 2003 - Apr 2006 |
12.14%
Oct 2002 - Oct 2007 |
9.10%
Apr 2001 - Apr 2011 |
7.33%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart