Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ansys Inc Employees Retirement Program Tactical Asset Allocation Moderate | NA | 24.57% | 0.24% | 5.94% | 4.35% | 5.70% | 6.79% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ansys Inc Employees Retirement 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 | Common | Inception | 2025 | 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 (%) | -0.83 | 24.57 | 0.24 | 5.94 | 4.35 | 5.70 | 6.79 | … | … | 0.37 | 2.46 | 15.52 | -20.68 | 10.82 | 21.26 | 9.84 | -3.72 | 3.27 | 5.07 | -1.36 | 1.78 | 16.00 | 11.34 | 0.45 | 9.31 | 25.25 | -2.74 | 13.44 | 11.33 | 6.96 | 9.13 | 27.48 | 5.66 | 7.04 |
| Sharpe Ratio | NA | -0.24 | -0.43 | 0.21 | 0.23 | NA | NA | … | … | 0.05 | -0.40 | 1.20 | -1.42 | 1.08 | 2.67 | 1.78 | -0.71 | 0.42 | 1.32 | -0.27 | 0.28 | 2.31 | 1.71 | 0.05 | 0.81 | 3.30 | -0.77 | 1.10 | 1.13 | 0.90 | 1.15 | 5.25 | 1.12 | 1.00 |
| Standard Deviation(%) | NA | 10.33 | 12.10 | 10.98 | 8.69 | NA | NA | … | … | 6.74 | 10.42 | 9.39 | 15.57 | 9.98 | 7.87 | 4.75 | 7.08 | 6.32 | 3.69 | 5.18 | 6.31 | 6.91 | 6.61 | 7.60 | 11.37 | 7.63 | 4.77 | 9.47 | 7.13 | 5.33 | 7.12 | 5.10 | 4.07 | 4.73 |
| Draw Down(%) | NA | 9.16 | 25.21 | 27.19 | 27.19 | NA | NA | … | … | 0.52 | 9.16 | 10.14 | 26.64 | 6.30 | 8.00 | 2.47 | 9.74 | 8.65 | 2.22 | 6.27 | 6.72 | 5.15 | 5.50 | 7.30 | 10.43 | 3.98 | 6.77 | 7.23 | 8.89 | 4.80 | 6.92 | 3.87 | 4.66 | 3.20 |
| Yield(%) | NA | 4.63 | 5.90 | 5.64 | 5.03 | NA | NA | … | … | NA | 0.67 | 4.65 | 3.21 | 9.64 | 8.09 | 3.24 | 4.87 | 0.45 | 3.18 | 5.35 | 8.15 | 4.97 | 4.73 | 4.55 | 3.42 | 4.35 | 3.57 | 5.80 | 6.69 | 5.50 | 3.86 | 2.13 | 6.28 | 7.90 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ansys Inc Employees Retirement Program Tactical Asset Allocation Moderate |
-2.08%
Dec 2021 – Dec 2024 |
-0.56%
Sep 2017 – Sep 2022 |
2.48%
Oct 2013 – Oct 2023 |
4.56%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ansys Inc Employees Retirement Program Tactical Asset Allocation Moderate |
15.36%
Jan 2003 – Jan 2006 |
15.14%
Oct 2002 – Oct 2007 |
11.51%
Apr 2001 – Apr 2011 |
9.68%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart