Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THE MACERICH PROPERTY MANAGEMENT COMPANY 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 13.26% | 0.97% | 4.09% | 4.59% | 5.68% | 6.88% | 7.30% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE MACERICH PROPERTY MANAGEMENT COMPANY 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.29 | 13.26 | 0.97 | 4.09 | 4.59 | 5.68 | 6.88 | 7.30 | NA | -4.97 | 11.57 | -15.30 | 15.17 | 6.52 | 16.99 | -2.75 | 11.81 | 3.24 | -2.32 | 6.90 | 9.59 | 9.13 | -0.20 | 9.65 | 19.83 | 2.01 | 8.49 | 19.24 | 4.07 | 13.53 | 19.59 | 2.28 | 2.66 |
| Sharpe Ratio | NA | -1.04 | -0.74 | -0.05 | 0.25 | NA | NA | 0.69 | 0.06 | -1.16 | 0.93 | -1.66 | 1.98 | 0.69 | 3.40 | -0.54 | 2.42 | 0.64 | -0.38 | 1.43 | 1.66 | 1.94 | -0.02 | 0.80 | 2.31 | 0.25 | 0.58 | 2.09 | 0.30 | 1.57 | 3.70 | 0.27 | 0.03 |
| Standard Deviation(%) | NA | 9.84 | 9.35 | 9.01 | 7.52 | NA | NA | 7.71 | 5.27 | 9.95 | 7.89 | 10.03 | 7.65 | 9.16 | 4.58 | 7.55 | 4.62 | 4.75 | 6.17 | 4.81 | 5.76 | 4.67 | 11.39 | 11.90 | 8.54 | 4.31 | 9.53 | 7.63 | 6.36 | 8.01 | 5.11 | 4.31 | 11.16 |
| Draw Down(%) | NA | 10.74 | 14.61 | 15.88 | 15.88 | NA | NA | 15.88 | 0.28 | 10.60 | 7.26 | 15.88 | 4.35 | 13.73 | 1.91 | 8.48 | 1.69 | 4.96 | 7.09 | 4.30 | 5.76 | 3.37 | 11.36 | 8.87 | 3.61 | 3.94 | 6.70 | 7.15 | 4.70 | 9.94 | 3.10 | 6.68 | 8.38 |
| Yield(%) | NA | 7.72 | 6.38 | 5.53 | 4.24 | NA | NA | 3.85 | NA | 0.95 | 7.51 | 4.18 | 7.04 | 3.23 | 5.93 | 3.61 | 0.23 | 2.84 | 3.93 | 4.02 | 1.71 | 4.21 | 2.45 | 3.47 | 3.45 | 3.02 | 5.50 | 7.77 | 5.57 | 2.76 | 2.57 | 2.04 | 0.50 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE MACERICH PROPERTY MANAGEMENT COMPANY 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-3.52%
Dec 2021 - Dec 2024 |
1.96%
Dec 2019 - Dec 2024 |
3.52%
Dec 2014 - Dec 2024 |
4.65%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE MACERICH PROPERTY MANAGEMENT COMPANY 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
14.68%
May 2004 - May 2007 |
13.87%
Oct 2002 - Oct 2007 |
10.66%
Apr 2001 - Apr 2011 |
8.98%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart