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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AARP EMPLOYEES 401K PLAN Tactical Asset Allocation Moderate NA 32.77% 10.55% 10.12% 5.93% 5.75% 6.49% 7.54%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
AARP EMPLOYEES 401K 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 (%) -1.09 32.77 10.55 10.12 5.93 5.75 6.49 7.54 NA 15.75 22.98 -8.86 6.88 14.55 3.55 -8.25 13.86 5.77 -4.52 -1.13 13.06 9.53 0.21 3.23 16.51 -1.64 5.43 15.78 6.33 14.93 16.92 10.35 7.55
Sharpe Ratio NA 1.03 0.63 0.78 0.53 NA NA 0.81 0.06 0.89 2.61 -1.10 0.72 1.53 0.41 -1.27 2.77 0.92 -0.82 -0.18 1.93 1.72 0.02 0.33 2.01 -0.41 0.28 1.96 0.73 2.25 3.27 2.11 0.99
Standard Deviation(%) NA 10.25 9.04 9.19 7.73 NA NA 7.27 7.43 10.32 7.18 9.27 9.51 9.33 5.29 7.53 4.77 6.05 5.57 6.19 6.74 5.51 10.13 9.47 8.16 6.29 8.66 6.39 5.67 6.22 4.96 4.37 5.28
Draw Down(%) NA 7.64 13.03 13.78 16.69 NA NA 16.69 0.54 7.64 3.08 13.78 5.26 10.27 4.65 14.46 2.51 3.88 6.89 7.00 5.36 5.01 11.45 9.03 4.16 7.10 6.05 4.58 3.68 6.54 2.78 2.44 4.10
Yield(%) NA 18.55 12.68 8.93 6.10 NA NA 5.42 NA 4.18 17.99 6.85 8.61 4.71 2.39 2.66 0.31 2.20 7.04 3.88 2.39 6.96 2.42 4.99 5.40 4.20 2.92 5.50 4.93 3.41 4.27 7.60 8.82
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
AARP EMPLOYEES 401K PLAN Tactical Asset Allocation Moderate -0.93%
Oct 2017 - Oct 2020
0.51%
Aug 2014 - Aug 2019
2.67%
Apr 2010 - Apr 2020
3.60%
Feb 2008 - Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AARP EMPLOYEES 401K PLAN Tactical Asset Allocation Moderate 14.12%
Mar 2003 - Mar 2006
13.15%
Mar 2002 - Mar 2007
9.97%
Apr 2001 - Apr 2011
7.66%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart