Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FIRST AMERICAN FINANCIAL CORPORATION 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 22.39% | 2.93% | 6.34% | 5.17% | 5.63% | 6.42% | 7.26% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRST AMERICAN FINANCIAL CORPORATION 401(K) 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 (%) | -1.00 | 22.39 | 2.93 | 6.34 | 5.17 | 5.63 | 6.42 | 7.26 | NA | 9.13 | 16.12 | -15.88 | 5.90 | 13.95 | 17.06 | -4.43 | 9.55 | 3.90 | -1.81 | 1.14 | 16.37 | 2.78 | 3.47 | 6.96 | 14.83 | -0.63 | 10.32 | 14.08 | 5.76 | 9.39 | 19.69 | 7.80 | 6.56 |
| Sharpe Ratio | NA | 0.44 | -0.11 | 0.27 | 0.39 | NA | NA | 0.74 | 0.08 | 0.29 | 1.55 | -1.22 | 0.64 | 1.36 | 2.23 | -0.72 | 1.98 | 0.80 | -0.34 | 0.20 | 2.35 | 0.52 | 0.40 | 0.64 | 1.91 | -0.34 | 0.81 | 1.52 | 0.65 | 1.15 | 3.32 | 1.99 | 0.89 |
| Standard Deviation(%) | NA | 8.72 | 10.59 | 10.25 | 8.42 | NA | NA | 7.55 | 7.23 | 8.76 | 7.64 | 14.16 | 9.24 | 10.12 | 7.01 | 7.98 | 4.51 | 4.61 | 5.40 | 5.72 | 6.95 | 5.27 | 8.62 | 10.71 | 7.70 | 4.54 | 9.06 | 7.10 | 5.50 | 7.35 | 5.72 | 3.37 | 4.75 |
| Draw Down(%) | NA | 5.34 | 20.73 | 22.05 | 22.05 | NA | NA | 22.05 | 0.52 | 5.34 | 6.77 | 21.48 | 5.25 | 10.62 | 3.92 | 11.14 | 1.94 | 4.05 | 5.23 | 5.18 | 5.05 | 5.18 | 7.51 | 10.08 | 3.61 | 6.40 | 6.22 | 7.71 | 3.99 | 6.11 | 3.19 | 2.40 | 3.79 |
| Yield(%) | NA | 4.48 | 3.72 | 3.45 | 2.81 | NA | NA | 3.56 | NA | 0.68 | 4.44 | 1.89 | 4.31 | 3.44 | 3.08 | 4.71 | 0.20 | 2.43 | 1.86 | 1.88 | 6.47 | 2.99 | 2.19 | 2.30 | 3.91 | 3.39 | 4.18 | 3.76 | 4.20 | 3.59 | 4.95 | 4.82 | 6.16 |
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 |
|---|---|---|---|---|
| FIRST AMERICAN FINANCIAL CORPORATION 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate |
0.33%
Sep 2019 - Sep 2022 |
1.51%
Sep 2017 - Sep 2022 |
3.36%
Oct 2013 - Oct 2023 |
4.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRST AMERICAN FINANCIAL CORPORATION 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate |
13.58%
Apr 2003 - Apr 2006 |
12.58%
Oct 2002 - Oct 2007 |
9.94%
Apr 2001 - Apr 2011 |
7.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart