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 Strategic Asset Allocation - Equal Weight Moderate | NA | 21.54% | 2.77% | 6.47% | 5.32% | 6.45% | 6.18% | 6.55% |
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 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 (%) | 0.44 | 21.54 | 2.77 | 6.47 | 5.32 | 6.45 | 6.18 | 6.55 | NA | 7.94 | 8.55 | -8.26 | 0.85 | 19.19 | 17.96 | -7.00 | 12.63 | 4.12 | -0.89 | 2.55 | 12.85 | 11.27 | 0.72 | 13.46 | 23.28 | -19.74 | 8.66 | 10.38 | 7.08 | 15.12 | 21.06 | -4.31 | 2.96 |
| Sharpe Ratio | NA | 0.28 | -0.16 | 0.23 | 0.35 | NA | NA | 0.51 | 0.06 | 0.17 | 0.49 | -0.76 | 0.08 | 1.00 | 2.47 | -0.92 | 2.51 | 0.48 | -0.11 | 0.34 | 2.17 | 2.06 | 0.07 | 1.40 | 1.74 | -1.24 | 0.74 | 1.21 | 0.98 | 1.97 | 2.61 | -0.60 | 0.08 |
| Standard Deviation(%) | NA | 8.06 | 10.05 | 12.42 | 10.28 | NA | NA | 9.61 | 7.35 | 8.08 | 8.76 | 12.70 | 10.39 | 18.95 | 6.70 | 9.07 | 4.78 | 8.16 | 8.49 | 7.35 | 5.91 | 5.43 | 10.25 | 9.56 | 13.36 | 16.69 | 7.63 | 5.85 | 5.00 | 7.20 | 7.80 | 8.97 | 8.46 |
| Draw Down(%) | NA | 5.64 | 17.06 | 23.11 | 23.11 | NA | NA | 30.97 | 0.63 | 5.64 | 9.59 | 17.06 | 7.20 | 23.11 | 3.59 | 13.11 | 1.40 | 7.04 | 8.40 | 6.06 | 5.50 | 3.88 | 9.95 | 8.09 | 14.54 | 29.95 | 5.59 | 6.13 | 3.50 | 6.29 | 9.70 | 16.80 | 10.93 |
| Yield(%) | NA | 5.28 | 4.01 | 4.28 | 3.37 | NA | NA | 3.41 | NA | 0.80 | 5.28 | 3.01 | 3.39 | 5.29 | 3.61 | 2.30 | 0.28 | 3.12 | 3.53 | 3.12 | 2.94 | 2.95 | 3.05 | 2.71 | 3.07 | 4.49 | 6.09 | 3.40 | 4.40 | 2.83 | 2.49 | 1.87 | 4.40 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.14%
Feb 2006 - Feb 2009 |
0.76%
Feb 2004 - Feb 2009 |
3.87%
Oct 2013 - Oct 2023 |
4.44%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATIONAL SEMICONDUCTOR CORPORATION RETIREMENT AND SAVINGS PROGRAM Strategic Asset Allocation - Equal Weight Moderate |
17.88%
Feb 2009 - Feb 2012 |
14.64%
Feb 2009 - Feb 2014 |
9.40%
Mar 2003 - Mar 2013 |
8.04%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart