Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| American Honda Motor Company Inc SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 17.46% | -1.60% | 2.80% | 1.79% | 2.70% | 4.57% | 5.50% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Honda Motor Company Inc SAVINGS 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 (%) | -1.31 | 17.46 | -1.60 | 2.80 | 1.79 | 2.70 | 4.57 | 5.50 | NA | 3.54 | 4.05 | -14.41 | 6.52 | 11.53 | 4.53 | -2.33 | 2.27 | 5.30 | -5.68 | -3.37 | 12.86 | 8.44 | -1.20 | 3.94 | 19.69 | 0.10 | 13.21 | 13.14 | 5.78 | 8.40 | 18.90 | 6.23 | 6.81 |
| Sharpe Ratio | NA | -0.18 | -0.68 | -0.07 | -0.04 | NA | NA | 0.53 | 0.04 | -0.30 | -0.03 | -1.65 | 0.75 | 1.25 | 0.61 | -0.50 | 0.23 | 1.24 | -1.03 | -0.55 | 1.83 | 1.77 | -0.13 | 0.40 | 3.26 | -0.21 | 1.01 | 1.24 | 0.61 | 0.99 | 3.30 | 1.61 | 1.16 |
| Standard Deviation(%) | NA | 10.12 | 9.08 | 8.99 | 7.62 | NA | NA | 7.17 | 8.90 | 10.15 | 7.22 | 9.55 | 8.65 | 9.02 | 5.10 | 7.26 | 7.12 | 4.10 | 5.55 | 6.21 | 7.02 | 4.72 | 9.23 | 9.69 | 6.00 | 3.90 | 10.14 | 7.97 | 5.90 | 7.57 | 5.51 | 3.18 | 3.87 |
| Draw Down(%) | NA | 8.74 | 18.73 | 21.16 | 21.16 | NA | NA | 21.16 | 0.59 | 8.74 | 6.46 | 15.10 | 4.47 | 10.34 | 3.43 | 8.62 | 8.95 | 2.51 | 7.39 | 6.70 | 4.91 | 4.20 | 10.04 | 9.65 | 2.93 | 3.35 | 6.84 | 9.85 | 4.03 | 7.10 | 4.14 | 1.72 | 2.77 |
| Yield(%) | NA | 3.88 | 4.35 | 4.45 | 4.03 | NA | NA | 4.14 | NA | 0.76 | 3.66 | 3.75 | 4.69 | 5.89 | 4.28 | 3.12 | 0.35 | 3.16 | 6.19 | 4.57 | 1.61 | 5.02 | 1.61 | 5.42 | 5.89 | 2.90 | 4.84 | 5.12 | 2.30 | 3.36 | 4.35 | 5.70 | 6.73 |
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 |
|---|---|---|---|---|
| American Honda Motor Company Inc SAVINGS PLAN Tactical Asset Allocation Moderate |
-3.11%
Apr 2021 - Apr 2024 |
-0.84%
Dec 2013 - Dec 2018 |
0.03%
Oct 2013 - Oct 2023 |
2.17%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Honda Motor Company Inc SAVINGS PLAN Tactical Asset Allocation Moderate |
13.17%
Oct 2004 - Oct 2007 |
12.74%
Oct 2002 - Oct 2007 |
10.18%
Apr 2001 - Apr 2011 |
7.24%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart