Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NATIONAL SEMICONDUCTOR CORPORATION RETIREMENT AND SAVINGS PROGRAM Tactical Asset Allocation Moderate | NA | 16.93% | -0.29% | 4.67% | 5.64% | 6.75% | 7.42% | 8.10% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATIONAL SEMICONDUCTOR CORPORATION RETIREMENT AND SAVINGS PROGRAM 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 (%) | -1.02 | 16.93 | -0.29 | 4.67 | 5.64 | 6.75 | 7.42 | 8.10 | NA | 6.91 | 11.25 | -15.54 | 7.41 | 13.05 | 13.02 | -2.47 | 17.57 | 8.17 | -0.97 | 3.61 | 16.69 | 6.06 | 4.73 | 10.27 | 19.67 | -0.55 | 10.84 | 11.49 | 4.93 | 15.42 | 22.57 | 3.17 | 5.18 |
| Sharpe Ratio | NA | 0.18 | -0.39 | 0.18 | 0.52 | NA | NA | 0.90 | 0.06 | 0.04 | 0.91 | -1.81 | 0.74 | 1.54 | 2.73 | -0.52 | 3.35 | 2.01 | -0.19 | 0.62 | 2.37 | 1.02 | 0.58 | 0.98 | 2.40 | -0.26 | 0.87 | 1.06 | 0.46 | 1.89 | 3.49 | 0.47 | 0.57 |
| Standard Deviation(%) | NA | 8.61 | 8.60 | 8.87 | 7.31 | NA | NA | 7.20 | 9.24 | 8.61 | 7.70 | 9.34 | 10.04 | 8.35 | 4.26 | 7.25 | 5.06 | 3.97 | 5.35 | 5.84 | 7.02 | 5.91 | 8.15 | 10.40 | 8.16 | 5.67 | 9.04 | 7.76 | 6.00 | 7.65 | 6.26 | 4.38 | 5.08 |
| Draw Down(%) | NA | 5.39 | 16.28 | 19.00 | 19.00 | NA | NA | 19.00 | 0.61 | 5.39 | 5.64 | 16.37 | 5.90 | 9.81 | 2.13 | 8.38 | 1.51 | 2.15 | 5.82 | 5.84 | 4.62 | 5.00 | 4.96 | 8.75 | 4.53 | 8.08 | 5.60 | 9.64 | 5.18 | 6.06 | 2.90 | 4.24 | 3.47 |
| Yield(%) | NA | 4.22 | 4.03 | 4.05 | 3.52 | NA | NA | 3.80 | NA | 0.83 | 4.14 | 3.44 | 3.69 | 3.70 | 5.27 | 2.59 | 5.59 | 1.99 | 2.22 | 2.81 | 5.66 | 2.66 | 3.89 | 2.80 | 4.25 | 4.17 | 5.14 | 3.72 | 3.49 | 2.17 | 3.72 | 3.68 | 5.79 |
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 |
|---|---|---|---|---|
| NATIONAL SEMICONDUCTOR CORPORATION RETIREMENT AND SAVINGS PROGRAM Tactical Asset Allocation Moderate |
-0.63%
Apr 2021 - Apr 2024 |
2.42%
May 2018 - May 2023 |
4.50%
Oct 2013 - Oct 2023 |
6.22%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATIONAL SEMICONDUCTOR CORPORATION RETIREMENT AND SAVINGS PROGRAM Tactical Asset Allocation Moderate |
15.43%
Apr 2003 - Apr 2006 |
14.00%
Oct 2002 - Oct 2007 |
10.76%
Apr 2001 - Apr 2011 |
10.07%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart