Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ford Motor 401K Tactical Asset Allocation Moderate | -1.61% | 12.86% | 13.46% | 12.05% | 7.09% | 6.66% | 7.31% | 7.25% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ford Motor 401K Tactical Asset Allocation Moderate | 12/31/2000 | 06/03/2025 |
| 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 (%) | -1.59 | 12.86 | 13.46 | 12.05 | 7.09 | 6.66 | 7.31 | 7.25 | -1.61 | 23.63 | 25.61 | -8.48 | 9.87 | 12.74 | 5.12 | -1.05 | 9.60 | 3.28 | -1.70 | 0.96 | 17.93 | 2.04 | 6.99 | 4.11 | 11.08 | 2.38 | 9.28 | 13.51 | 6.28 | 11.24 | 18.50 | -3.21 | 3.43 |
| Sharpe Ratio | NA | 1.00 | 1.53 | 1.18 | 0.80 | NA | NA | 0.88 | 0.22 | 2.17 | 3.00 | -0.99 | 1.12 | 1.43 | 0.87 | -0.34 | 1.88 | 0.73 | -0.34 | 0.15 | 2.55 | 0.34 | 0.91 | 0.40 | 1.47 | 42.86 | 0.65 | 1.44 | 0.76 | 1.33 | 3.13 | -1.09 | 80.18 |
| Standard Deviation(%) | NA | 12.03 | 9.17 | 9.36 | 7.74 | NA | NA | 7.07 | 13.92 | 9.22 | 7.33 | 10.02 | 8.81 | 8.70 | 4.18 | 7.07 | 4.74 | 4.22 | 5.16 | 6.18 | 7.03 | 5.76 | 7.64 | 10.07 | 7.47 | 0.03 | 9.45 | 7.02 | 5.32 | 7.71 | 5.67 | 3.99 | 0.01 |
| Draw Down(%) | NA | 11.95 | 11.95 | 14.28 | 14.28 | NA | NA | 14.28 | 11.01 | 5.88 | 4.09 | 13.25 | 4.25 | 8.85 | 2.87 | 6.86 | 3.79 | 3.83 | 5.17 | 5.13 | 5.13 | 5.88 | 4.67 | 11.11 | 4.36 | 0.00 | 7.28 | 8.20 | 3.49 | 6.14 | 2.39 | 6.35 | 0.00 |
| Yield(%) | NA | 15.45 | 10.17 | 7.12 | 4.39 | NA | NA | 3.44 | NA | 4.71 | 13.41 | 7.40 | 5.05 | 3.39 | 1.04 | 2.66 | 0.72 | 1.55 | 1.58 | 2.02 | 3.12 | 3.24 | 1.78 | 1.85 | 2.36 | 2.38 | 4.20 | 4.22 | 1.89 | 1.92 | 2.53 | 2.62 | 3.42 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Ford Motor 401K Tactical Asset Allocation Moderate |
0.83%
Dec 2013 - Dec 2016 |
1.87%
Feb 2014 - Feb 2019 |
4.06%
Mar 2010 - Mar 2020 |
4.57%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ford Motor 401K Tactical Asset Allocation Moderate |
17.08%
May 2022 - May 2025 |
12.86%
Feb 2020 - Feb 2025 |
9.06%
Apr 2003 - Apr 2013 |
7.78%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart