Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIBERTY GLOBAL 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 18.64% | 0.33% | 3.43% | 2.79% | 4.23% | 5.41% | 6.56% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIBERTY GLOBAL 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 (%) | -1.06 | 18.64 | 0.33 | 3.43 | 2.79 | 4.23 | 5.41 | 6.56 | NA | 4.50 | 10.55 | -11.77 | 1.60 | 8.85 | 9.67 | -3.69 | 6.98 | 4.67 | -5.21 | 0.70 | 12.33 | 9.50 | 2.07 | 7.83 | 24.48 | -4.29 | 9.98 | 11.35 | 5.46 | 9.51 | 20.52 | 9.64 | 8.25 |
| Sharpe Ratio | NA | -0.07 | -0.32 | -0.01 | 0.11 | NA | NA | 0.72 | 0.05 | -0.20 | 0.82 | -1.43 | 0.18 | 1.00 | 1.85 | -0.68 | 1.25 | 1.37 | -0.97 | 0.13 | 1.91 | 1.98 | 0.28 | 0.96 | 3.31 | -1.12 | 0.83 | 1.14 | 0.57 | 1.22 | 3.89 | 2.19 | 1.27 |
| Standard Deviation(%) | NA | 10.56 | 9.24 | 9.01 | 7.39 | NA | NA | 6.77 | 6.27 | 10.61 | 7.66 | 9.19 | 8.75 | 8.58 | 4.47 | 7.37 | 5.08 | 3.27 | 5.42 | 5.33 | 6.42 | 4.77 | 7.28 | 8.08 | 7.36 | 4.67 | 8.41 | 7.10 | 5.73 | 7.01 | 5.10 | 3.90 | 4.66 |
| Draw Down(%) | NA | 8.04 | 11.88 | 17.12 | 17.12 | NA | NA | 17.12 | 0.52 | 8.04 | 6.92 | 12.75 | 7.20 | 10.73 | 2.43 | 10.03 | 4.66 | 2.11 | 8.61 | 5.26 | 5.78 | 5.04 | 7.51 | 7.64 | 3.46 | 7.58 | 5.81 | 8.34 | 4.30 | 6.39 | 2.38 | 2.25 | 3.55 |
| Yield(%) | NA | 4.58 | 3.58 | 3.78 | 3.54 | NA | NA | 4.25 | NA | 0.54 | 4.69 | 2.65 | 3.20 | 4.01 | 4.66 | 2.91 | 0.53 | 3.97 | 5.04 | 4.10 | 5.32 | 4.30 | 2.81 | 5.42 | 6.20 | 3.01 | 2.69 | 3.34 | 3.47 | 4.54 | 4.71 | 7.39 | 8.24 |
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 |
|---|---|---|---|---|
| LIBERTY GLOBAL 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.73%
Apr 2021 - Apr 2024 |
0.17%
Oct 2017 - Oct 2022 |
1.31%
Oct 2013 - Oct 2023 |
3.69%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBERTY GLOBAL 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate |
13.50%
Feb 2001 - Feb 2004 |
12.67%
Oct 2002 - Oct 2007 |
10.65%
Apr 2001 - Apr 2011 |
7.95%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart