Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AARP EMPLOYEES 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 31.11% | 10.51% | 10.41% | 6.94% | 7.43% | 6.66% | 7.52% |
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 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 (%) | -0.90 | 31.11 | 10.51 | 10.41 | 6.94 | 7.43 | 6.66 | 7.52 | NA | 16.94 | 22.53 | -7.10 | 8.90 | 9.47 | 14.58 | -6.23 | 13.65 | 2.52 | -1.09 | 2.35 | 12.24 | 13.83 | -1.72 | 11.37 | 24.12 | -19.90 | 3.96 | 11.76 | 6.32 | 14.83 | 22.31 | 0.18 | 8.31 |
| Sharpe Ratio | NA | 1.60 | 0.69 | 0.63 | 0.57 | NA | NA | 0.65 | 0.04 | 1.43 | 2.40 | -0.69 | 1.00 | 0.53 | 2.04 | -0.89 | 3.02 | 0.27 | -0.14 | 0.40 | 2.10 | 2.21 | -0.16 | 1.32 | 1.83 | -1.24 | 0.12 | 1.44 | 0.81 | 2.39 | 3.62 | -0.12 | 0.82 |
| Standard Deviation(%) | NA | 7.18 | 9.35 | 11.35 | 9.56 | NA | NA | 9.12 | 6.31 | 7.22 | 7.61 | 12.31 | 8.91 | 17.37 | 6.47 | 8.51 | 4.32 | 8.62 | 7.99 | 5.87 | 5.82 | 6.25 | 11.28 | 8.56 | 13.12 | 16.81 | 8.36 | 5.91 | 5.13 | 5.82 | 5.98 | 7.99 | 7.32 |
| Draw Down(%) | NA | 4.79 | 15.19 | 22.77 | 22.77 | NA | NA | 31.39 | 0.51 | 4.79 | 4.81 | 15.30 | 3.99 | 22.77 | 4.28 | 12.59 | 1.74 | 8.10 | 9.03 | 5.59 | 4.90 | 5.24 | 12.05 | 6.67 | 13.80 | 29.15 | 6.16 | 4.51 | 3.47 | 6.65 | 3.64 | 10.77 | 8.43 |
| Yield(%) | NA | 15.62 | 11.13 | 7.86 | 5.12 | NA | NA | 4.26 | NA | 4.43 | 15.03 | 7.17 | 6.47 | 1.59 | 4.65 | 3.25 | 0.65 | 1.07 | 4.14 | 2.98 | 2.27 | 4.66 | 2.14 | 3.51 | 2.44 | 3.48 | 5.53 | 5.31 | 3.71 | 2.88 | 3.23 | 3.59 | 3.81 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.84%
Feb 2006 - Feb 2009 |
0.16%
Feb 2004 - Feb 2009 |
3.88%
Sep 2012 - Sep 2022 |
3.88%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AARP EMPLOYEES 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.39%
Feb 2009 - Feb 2012 |
13.69%
Feb 2009 - Feb 2014 |
8.37%
Feb 2009 - Feb 2019 |
8.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart