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 Strategic Asset Allocation - Equal Weight Moderate | NA | 20.50% | 4.79% | 8.51% | 6.80% | 7.24% | 6.59% | 6.81% |
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 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 (%) | -1.05 | 20.50 | 4.79 | 8.51 | 6.80 | 7.24 | 6.59 | 6.81 | NA | 10.13 | 11.26 | -7.44 | 5.42 | 22.78 | 19.46 | -5.99 | 9.84 | 4.51 | 0.78 | 6.36 | 11.08 | 9.66 | 1.01 | 9.98 | 23.15 | -18.10 | 7.59 | 9.42 | 4.89 | 8.43 | 17.94 | -0.37 | 3.82 |
| Sharpe Ratio | NA | 0.53 | 0.05 | 0.47 | 0.53 | NA | NA | 0.64 | 0.05 | 0.40 | 0.99 | -0.73 | 0.62 | 1.28 | 2.51 | -0.78 | 2.11 | 0.52 | 0.10 | 0.99 | 2.08 | 2.36 | 0.12 | 1.57 | 2.34 | -1.52 | 0.73 | 1.15 | 0.60 | 1.38 | 3.89 | -0.28 | 0.27 |
| Standard Deviation(%) | NA | 8.79 | 9.53 | 11.47 | 9.72 | NA | NA | 8.13 | 6.88 | 8.87 | 7.04 | 12.01 | 8.70 | 17.57 | 7.20 | 9.37 | 4.37 | 8.28 | 7.85 | 6.43 | 5.30 | 4.06 | 7.90 | 6.28 | 9.86 | 12.51 | 6.33 | 5.35 | 4.55 | 5.42 | 4.44 | 5.22 | 5.51 |
| Draw Down(%) | NA | 5.49 | 14.52 | 20.16 | 20.16 | NA | NA | 26.53 | 0.53 | 5.49 | 5.56 | 14.52 | 6.17 | 20.16 | 3.02 | 13.05 | 2.42 | 7.97 | 7.01 | 4.28 | 5.16 | 3.37 | 8.65 | 5.40 | 10.97 | 26.38 | 4.52 | 5.72 | 3.70 | 5.72 | 3.29 | 8.83 | 6.70 |
| Yield(%) | NA | 5.41 | 4.20 | 3.64 | 3.46 | NA | NA | 4.12 | NA | 0.73 | 5.59 | 1.85 | 4.77 | 3.07 | 4.30 | 4.97 | 0.67 | 2.65 | 4.67 | 2.96 | 3.53 | 4.34 | 3.55 | 4.10 | 3.89 | 4.18 | 6.65 | 4.56 | 4.71 | 4.30 | 4.42 | 4.10 | 6.20 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.91%
Feb 2006 - Feb 2009 |
-0.01%
Feb 2004 - Feb 2009 |
4.89%
Feb 2006 - Feb 2016 |
5.12%
Dec 2003 - Dec 2018 |
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 Strategic Asset Allocation - Equal Weight Moderate |
15.64%
Dec 2018 - Dec 2021 |
12.58%
Feb 2009 - Feb 2014 |
8.23%
Feb 2009 - Feb 2019 |
8.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart