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 Strategic Asset Allocation - Equal Weight Moderate | NA | 23.36% | 3.92% | 6.95% | 6.01% | 6.49% | 6.54% | 7.12% |
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 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 (%) | -1.09 | 23.36 | 3.92 | 6.95 | 6.01 | 6.49 | 6.54 | 7.12 | NA | 8.24 | 14.30 | -12.17 | 5.10 | 17.19 | 17.84 | -7.01 | 13.08 | 2.77 | 2.87 | 3.21 | 10.32 | 11.84 | -0.71 | 9.94 | 23.71 | -17.84 | 11.75 | 10.06 | 8.73 | 11.06 | 20.10 | -0.79 | 8.88 |
| Sharpe Ratio | NA | 0.40 | -0.06 | 0.29 | 0.41 | NA | NA | 0.57 | 0.08 | 0.20 | 1.18 | -1.00 | 0.49 | 0.94 | 2.40 | -0.88 | 2.70 | 0.31 | 0.33 | 0.51 | 1.59 | 1.96 | -0.06 | 1.02 | 1.87 | -1.15 | 1.06 | 1.03 | 1.17 | 1.43 | 2.62 | -0.20 | 0.92 |
| Standard Deviation(%) | NA | 8.17 | 10.37 | 12.31 | 10.29 | NA | NA | 9.66 | 7.72 | 8.23 | 8.48 | 13.50 | 10.37 | 18.09 | 6.84 | 9.49 | 4.60 | 8.39 | 8.59 | 6.30 | 6.45 | 6.02 | 12.43 | 9.65 | 12.62 | 16.31 | 8.28 | 6.60 | 5.62 | 7.05 | 7.41 | 9.29 | 7.14 |
| Draw Down(%) | NA | 5.64 | 17.42 | 21.91 | 21.91 | NA | NA | 28.52 | 0.57 | 5.64 | 8.25 | 17.88 | 7.24 | 21.91 | 3.37 | 13.62 | 3.40 | 8.48 | 8.18 | 4.91 | 6.48 | 4.92 | 12.96 | 8.27 | 12.95 | 28.52 | 5.74 | 7.55 | 3.63 | 5.88 | 6.45 | 12.93 | 7.05 |
| Yield(%) | NA | 4.03 | 4.26 | 4.13 | 4.16 | NA | NA | 4.16 | NA | 0.68 | 4.14 | 2.30 | 5.74 | 4.70 | 3.27 | 3.72 | 0.45 | 2.37 | 10.53 | 3.84 | 0.78 | 3.33 | 2.91 | 4.09 | 4.00 | 6.42 | 7.08 | 4.78 | 4.30 | 3.92 | 2.62 | 3.92 | 5.75 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.07%
Feb 2006 - Feb 2009 |
1.70%
Feb 2004 - Feb 2009 |
4.20%
Oct 2013 - Oct 2023 |
4.42%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nokia Retirement Savings and Investment Plan Strategic Asset Allocation - Equal Weight Moderate |
15.66%
Feb 2009 - Feb 2012 |
13.03%
Oct 2002 - Oct 2007 |
8.93%
Mar 2003 - Mar 2013 |
7.98%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart