Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Sprint Nextel 401K Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 19.43% | 5.13% | 7.94% | 12.21% | 10.96% | 9.23% | 9.48% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sprint Nextel 401K Plan 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 (%) | -1.01 | 19.43 | 5.13 | 7.94 | 12.21 | 10.96 | 9.23 | 9.48 | NA | 9.62 | 10.04 | -5.27 | 5.57 | 19.36 | 18.08 | -6.94 | 11.09 | 78.00 | 0.59 | 2.49 | 14.46 | 9.81 | 4.33 | 10.04 | 15.73 | -17.83 | 7.53 | 10.86 | 6.19 | 11.28 | 25.09 | -1.85 | 4.73 |
| Sharpe Ratio | NA | 0.46 | 0.05 | 0.37 | 0.59 | NA | NA | 0.62 | 0.03 | 0.37 | 0.81 | -0.39 | 0.52 | 0.99 | 2.49 | -0.90 | 2.53 | 1.71 | 0.07 | 0.34 | 2.43 | 2.50 | 0.57 | 1.66 | 1.71 | -1.29 | 0.74 | 1.48 | 1.07 | 1.95 | 5.31 | -0.55 | 0.47 |
| Standard Deviation(%) | NA | 8.15 | 11.69 | 13.40 | 17.85 | NA | NA | 12.70 | 7.82 | 8.23 | 7.18 | 17.06 | 10.62 | 19.35 | 6.70 | 9.18 | 4.13 | 45.48 | 8.12 | 7.25 | 5.93 | 3.91 | 7.59 | 6.00 | 9.12 | 14.58 | 6.10 | 5.14 | 3.76 | 5.29 | 4.60 | 5.35 | 5.18 |
| Draw Down(%) | NA | 4.76 | 17.95 | 21.58 | 21.58 | NA | NA | 27.81 | 0.68 | 4.76 | 5.74 | 17.95 | 6.89 | 21.58 | 3.07 | 13.69 | 1.45 | 7.30 | 7.10 | 5.95 | 5.19 | 3.06 | 6.59 | 4.56 | 12.56 | 27.50 | 4.68 | 6.09 | 2.92 | 6.68 | 2.66 | 11.79 | 6.95 |
| Yield(%) | NA | 3.58 | 4.04 | 3.90 | 3.76 | NA | NA | 4.06 | NA | 0.71 | 3.72 | 2.52 | 5.45 | 4.87 | 2.47 | 3.62 | 0.46 | 7.17 | 3.84 | 2.85 | 4.73 | 3.39 | 3.80 | 3.53 | 4.35 | 3.62 | 4.39 | 4.26 | 5.26 | 4.33 | 3.94 | 3.79 | 6.19 |
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 |
|---|---|---|---|---|
| Sprint Nextel 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
-4.20%
Feb 2006 - Feb 2009 |
0.48%
Feb 2004 - Feb 2009 |
4.69%
Feb 2006 - Feb 2016 |
6.02%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sprint Nextel 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
27.90%
Sep 2015 - Sep 2018 |
22.12%
Feb 2016 - Feb 2021 |
14.10%
Feb 2009 - Feb 2019 |
12.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart