Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC RETIREMENT AT MICRON (RAM) PLAN Tactical Asset Allocation Moderate | NA | 17.81% | -0.58% | 5.00% | 4.67% | 5.30% | 6.29% | 7.16% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICRON TECHNOLOGY INC RETIREMENT AT MICRON (RAM) PLAN 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 (%) | -0.76 | 17.81 | -0.58 | 5.00 | 4.67 | 5.30 | 6.29 | 7.16 | NA | 2.84 | 8.79 | -11.01 | -0.68 | 18.14 | 19.71 | -5.48 | 5.98 | 8.15 | -1.48 | 2.28 | 16.24 | 5.06 | -1.02 | 7.00 | 18.33 | -2.01 | 10.23 | 11.14 | 7.86 | 12.88 | 18.96 | 6.47 | 8.14 |
| Sharpe Ratio | NA | -0.18 | -0.39 | 0.06 | 0.30 | NA | NA | 0.71 | 0.05 | -0.32 | 0.55 | -1.31 | -0.07 | 1.70 | 2.59 | -0.89 | 0.86 | 2.16 | -0.31 | 0.37 | 2.25 | 0.92 | -0.12 | 0.66 | 2.19 | -0.62 | 0.81 | 1.03 | 1.02 | 1.69 | 3.37 | 1.20 | 1.33 |
| Standard Deviation(%) | NA | 11.88 | 10.00 | 10.06 | 8.31 | NA | NA | 7.58 | 10.34 | 11.89 | 8.22 | 9.46 | 9.76 | 10.52 | 7.08 | 7.67 | 6.21 | 3.68 | 4.90 | 6.14 | 7.21 | 5.44 | 8.86 | 10.53 | 8.33 | 4.74 | 8.91 | 7.65 | 5.58 | 7.04 | 5.42 | 4.47 | 4.40 |
| Draw Down(%) | NA | 10.40 | 12.49 | 18.08 | 18.08 | NA | NA | 18.08 | 0.76 | 10.31 | 7.37 | 12.36 | 8.78 | 12.45 | 3.42 | 11.71 | 6.51 | 1.98 | 4.61 | 5.81 | 5.80 | 4.89 | 8.76 | 9.70 | 4.50 | 7.67 | 6.19 | 8.89 | 4.14 | 6.98 | 2.87 | 4.37 | 3.09 |
| Yield(%) | NA | 4.16 | 2.77 | 4.09 | 3.33 | NA | NA | 3.74 | NA | 0.47 | 4.20 | 1.81 | 2.36 | 5.38 | 6.60 | 4.84 | 0.44 | 3.16 | 1.59 | 3.17 | 4.93 | 2.20 | 2.34 | 2.91 | 3.92 | 3.57 | 4.40 | 3.97 | 3.73 | 3.56 | 3.80 | 5.99 | 6.61 |
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 |
|---|---|---|---|---|
| MICRON TECHNOLOGY INC RETIREMENT AT MICRON (RAM) PLAN Tactical Asset Allocation Moderate |
-2.29%
Apr 2021 - Apr 2024 |
1.77%
Dec 2013 - Dec 2018 |
3.39%
Oct 2013 - Oct 2023 |
4.64%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICRON TECHNOLOGY INC RETIREMENT AT MICRON (RAM) PLAN Tactical Asset Allocation Moderate |
14.49%
Apr 2003 - Apr 2006 |
13.39%
Oct 2002 - Oct 2007 |
10.21%
Apr 2001 - Apr 2011 |
8.40%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart