Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| fedex Tactical Asset Allocation Moderate | NA | 19.96% | 0.24% | 3.80% | 3.45% | 4.45% | 5.21% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| fedex 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 (%) | -0.89 | 19.96 | 0.24 | 3.80 | 3.45 | 4.45 | 5.21 | … | … | 0.15 | 3.47 | 11.80 | -15.07 | 4.00 | 12.88 | 8.75 | -1.78 | 7.30 | 2.49 | -0.92 | 3.15 | 13.59 | 7.96 | -0.99 | 5.70 | 11.76 | -6.68 | 7.43 | 17.04 | 6.27 | 14.09 | 18.71 | -0.80 | 2.31 |
| Sharpe Ratio | NA | -0.24 | -0.40 | 0.04 | 0.19 | NA | NA | … | … | 0.02 | -0.35 | 0.84 | -1.17 | 0.49 | 1.92 | 2.31 | -0.93 | 2.53 | 0.61 | -0.26 | 0.59 | 2.09 | 1.49 | -0.09 | 0.53 | 1.38 | -1.72 | 0.42 | 1.53 | 0.67 | 1.50 | 3.33 | -0.48 | 0.01 |
| Standard Deviation(%) | NA | 8.83 | 10.90 | 9.66 | 7.22 | NA | NA | … | … | 4.43 | 8.89 | 8.96 | 14.02 | 8.19 | 6.57 | 3.18 | 3.34 | 2.63 | 3.76 | 3.61 | 5.27 | 6.48 | 5.30 | 11.09 | 10.68 | 8.48 | 4.43 | 10.65 | 9.02 | 6.09 | 8.75 | 5.41 | 4.01 | 0.05 |
| Draw Down(%) | NA | 7.82 | 23.86 | 25.40 | 25.40 | NA | NA | … | … | 0.39 | 7.82 | 9.41 | 23.86 | 4.93 | 6.53 | 1.23 | 4.70 | 1.35 | 4.17 | 3.80 | 5.50 | 4.18 | 4.44 | 11.20 | 10.78 | 4.42 | 7.30 | 7.31 | 10.82 | 4.94 | 7.11 | 3.14 | 5.63 | 0.00 |
| Yield(%) | NA | 3.78 | 3.00 | 2.79 | 2.36 | NA | NA | … | … | NA | 0.96 | 3.34 | 2.38 | 2.46 | 2.53 | 3.14 | 1.57 | 0.29 | 2.45 | 2.31 | 2.71 | 0.91 | 1.21 | 0.95 | 1.05 | 1.45 | 0.68 | 3.38 | 2.38 | 2.33 | 1.89 | 2.24 | 0.92 | 2.31 |
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 |
|---|---|---|---|---|
| fedex Tactical Asset Allocation Moderate |
-2.74%
Sep 2019 – Sep 2022 |
-0.35%
Sep 2017 – Sep 2022 |
1.94%
Oct 2013 – Oct 2023 |
2.38%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| fedex Tactical Asset Allocation Moderate |
16.34%
Apr 2003 – Apr 2006 |
13.55%
Oct 2002 – Oct 2007 |
8.43%
Apr 2003 – Apr 2013 |
6.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart