Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AT and T Long Term Savings and Security Plan new Tactical Asset Allocation Moderate | NA | 18.30% | 1.66% | 5.75% | 4.80% | 5.25% | 5.99% | 6.44% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AT and T Long Term Savings and Security Plan new 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 (%) | -1.11 | 18.30 | 1.66 | 5.75 | 4.80 | 5.25 | 5.99 | 6.44 | NA | 8.15 | 10.57 | -13.22 | 7.96 | 15.24 | 14.05 | -4.14 | 7.75 | 7.53 | -3.82 | 1.65 | 12.79 | 4.46 | 1.84 | 6.90 | 17.89 | -1.72 | 10.38 | 11.02 | 4.92 | 9.03 | 17.32 | 1.10 | 5.84 |
| Sharpe Ratio | NA | 0.33 | -0.22 | 0.31 | 0.42 | NA | NA | 0.72 | 0.08 | 0.16 | 0.87 | -1.52 | 0.93 | 1.65 | 2.74 | -0.74 | 1.66 | 1.62 | -0.67 | 0.33 | 2.06 | 1.14 | 0.25 | 0.78 | 2.34 | -0.60 | 0.79 | 1.02 | 0.48 | 1.21 | 3.25 | 0.00 | 1.05 |
| Standard Deviation(%) | NA | 9.76 | 8.99 | 8.91 | 7.38 | NA | NA | 6.78 | 9.91 | 9.75 | 7.30 | 9.62 | 8.49 | 9.07 | 4.62 | 7.38 | 4.28 | 4.52 | 5.70 | 4.94 | 6.18 | 3.87 | 7.20 | 8.77 | 7.60 | 4.37 | 9.37 | 7.63 | 5.72 | 6.70 | 5.11 | 3.97 | 3.35 |
| Draw Down(%) | NA | 6.22 | 13.55 | 14.72 | 14.72 | NA | NA | 14.72 | 0.82 | 6.22 | 5.75 | 14.11 | 4.08 | 9.13 | 1.71 | 10.14 | 2.12 | 3.78 | 6.81 | 5.35 | 4.01 | 4.36 | 6.07 | 8.08 | 4.21 | 7.47 | 6.65 | 8.94 | 4.48 | 6.51 | 3.17 | 5.13 | 2.24 |
| Yield(%) | NA | 3.74 | 2.80 | 3.00 | 2.74 | NA | NA | 3.15 | NA | 0.67 | 3.80 | 2.04 | 2.04 | 2.57 | 6.41 | 2.65 | 0.61 | 3.04 | 2.15 | 2.38 | 1.14 | 2.35 | 2.47 | 3.69 | 4.13 | 2.97 | 3.09 | 4.21 | 3.72 | 4.05 | 3.51 | 3.55 | 5.19 |
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 |
|---|---|---|---|---|
| AT and T Long Term Savings and Security Plan new Tactical Asset Allocation Moderate |
-0.10%
Apr 2021 - Apr 2024 |
1.66%
Dec 2013 - Dec 2018 |
3.25%
Oct 2013 - Oct 2023 |
4.61%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AT and T Long Term Savings and Security Plan new Tactical Asset Allocation Moderate |
12.37%
Dec 2018 - Dec 2021 |
11.30%
Oct 2002 - Oct 2007 |
8.58%
Apr 2001 - Apr 2011 |
7.30%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart