Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AOL SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 33.67% | 12.01% | 10.96% | 6.66% | 6.09% | 8.37% | 9.43% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOL 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 (%) | -0.47 | 33.67 | 12.01 | 10.96 | 6.66 | 6.09 | 8.37 | 9.43 | NA | 24.20 | 27.37 | -8.41 | 0.14 | 16.45 | 2.69 | -3.26 | 14.77 | 7.48 | -7.04 | -1.24 | 13.95 | 5.69 | -1.77 | 4.76 | 25.02 | -3.10 | 18.85 | 16.67 | 18.10 | 16.31 | 23.70 | 10.90 | 8.03 |
| Sharpe Ratio | NA | 2.97 | 1.08 | 0.93 | 0.69 | NA | NA | 1.00 | 0.15 | 2.78 | 3.63 | -0.74 | 0.01 | 1.82 | 0.26 | -0.69 | 2.98 | 1.50 | -1.40 | -0.20 | 2.04 | 1.14 | -0.17 | 0.42 | 2.65 | -0.67 | 1.25 | 1.35 | 2.49 | 1.94 | 4.32 | 2.23 | 1.11 |
| Standard Deviation(%) | NA | 6.31 | 9.23 | 9.30 | 7.57 | NA | NA | 7.85 | 5.73 | 6.33 | 6.36 | 13.20 | 9.81 | 8.91 | 4.95 | 6.64 | 4.75 | 4.86 | 5.06 | 6.20 | 6.82 | 4.94 | 10.31 | 11.21 | 9.41 | 6.05 | 12.67 | 9.94 | 6.40 | 7.93 | 5.32 | 4.39 | 5.14 |
| Draw Down(%) | NA | 3.81 | 14.96 | 20.39 | 20.39 | NA | NA | 20.39 | 0.33 | 3.81 | 2.36 | 15.74 | 8.21 | 8.87 | 4.63 | 9.33 | 2.26 | 2.97 | 8.62 | 5.82 | 5.22 | 4.06 | 11.36 | 9.68 | 4.78 | 6.83 | 9.76 | 14.68 | 5.05 | 8.56 | 3.17 | 2.45 | 3.85 |
| Yield(%) | NA | 17.99 | 11.42 | 8.01 | 5.09 | NA | NA | 5.10 | NA | 5.75 | 17.24 | 7.84 | 3.12 | 3.05 | 2.71 | 2.24 | 1.85 | 2.29 | 1.97 | 2.20 | 4.14 | 4.33 | 1.51 | 3.46 | 4.95 | 3.35 | 9.98 | 7.70 | 4.69 | 3.32 | 4.85 | 6.61 | 8.13 |
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 |
|---|---|---|---|---|
| AOL SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.44%
Dec 2013 - Dec 2016 |
0.08%
Sep 2017 - Sep 2022 |
2.49%
Sep 2012 - Sep 2022 |
3.56%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOL SAVINGS PLAN Tactical Asset Allocation Moderate |
22.15%
Oct 2004 - Oct 2007 |
19.85%
Oct 2002 - Oct 2007 |
13.95%
Apr 2001 - Apr 2011 |
9.99%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart