Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ATT 401k Plan Tactical Asset Allocation Moderate | NA | 35.38% | 11.91% | 14.32% | 8.81% | 7.61% | 7.16% | 7.43% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATT 401k 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 (%) | -0.80 | 35.38 | 11.91 | 14.32 | 8.81 | 7.61 | 7.16 | 7.43 | NA | 24.74 | 25.01 | -8.49 | 13.32 | 21.70 | 10.04 | -2.41 | 12.05 | 3.28 | -3.48 | 2.37 | 14.34 | 0.86 | 1.37 | 5.89 | 10.98 | -1.47 | 7.47 | 9.79 | -0.02 | 8.25 | 14.32 | 5.05 | 6.26 |
| Sharpe Ratio | NA | 2.41 | 1.00 | 1.28 | 0.96 | NA | NA | 0.83 | 0.08 | 2.23 | 2.51 | -0.90 | 1.39 | 2.15 | 1.89 | -0.51 | 2.79 | 0.71 | -0.64 | 0.39 | 1.99 | 0.15 | 0.16 | 0.55 | 1.39 | -0.53 | 0.45 | 1.02 | -0.37 | 1.03 | 2.23 | 1.45 | 1.04 |
| Standard Deviation(%) | NA | 8.09 | 9.26 | 9.48 | 7.69 | NA | NA | 7.23 | 8.97 | 8.16 | 8.26 | 10.99 | 9.57 | 10.00 | 4.58 | 7.34 | 4.09 | 4.34 | 5.47 | 6.00 | 7.20 | 5.54 | 8.39 | 10.47 | 7.84 | 4.48 | 10.05 | 6.41 | 5.88 | 7.12 | 6.11 | 2.73 | 3.81 |
| Draw Down(%) | NA | 4.51 | 12.98 | 13.91 | 13.91 | NA | NA | 13.91 | 0.61 | 4.51 | 5.12 | 13.79 | 4.62 | 9.08 | 2.92 | 8.31 | 1.60 | 3.29 | 6.48 | 5.26 | 5.77 | 6.16 | 7.78 | 11.41 | 4.34 | 7.58 | 7.20 | 5.44 | 5.39 | 6.15 | 3.60 | 1.68 | 2.30 |
| Yield(%) | NA | 14.84 | 8.96 | 6.20 | 4.08 | NA | NA | 3.37 | NA | 4.76 | 13.73 | 6.32 | 1.31 | 1.89 | 2.67 | 1.74 | 0.57 | 2.20 | 2.33 | 2.78 | 1.85 | 2.70 | 1.84 | 2.58 | 2.52 | 2.95 | 2.39 | 2.49 | 2.76 | 2.56 | 3.24 | 4.02 | 5.38 |
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 |
|---|---|---|---|---|
| ATT 401k Plan Tactical Asset Allocation Moderate |
0.68%
Dec 2013 - Dec 2016 |
2.10%
Apr 2011 - Apr 2016 |
3.79%
Mar 2010 - Mar 2020 |
4.41%
Feb 2004 - Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATT 401k Plan Tactical Asset Allocation Moderate |
14.92%
Dec 2018 - Dec 2021 |
15.34%
Nov 2019 - Nov 2024 |
9.20%
Nov 2014 - Nov 2024 |
7.72%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart