Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AT&T LONG TERM SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Optimal Moderate | 1.41% | 15.28% | 16.19% | 16.14% | 9.32% | 8.83% | 7.50% | 7.19% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AT&T LONG TERM SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.39 | 15.28 | 16.19 | 16.14 | 9.32 | 8.83 | 7.50 | 7.19 | 1.41 | 25.66 | 23.05 | -3.04 | 4.34 | 19.65 | 17.37 | -4.96 | 9.56 | 4.57 | 2.13 | 4.81 | 17.74 | 9.56 | -1.89 | 11.58 | 22.78 | -25.44 | 6.91 | 8.71 | 8.83 | 11.99 | 25.11 | -9.30 | -1.85 |
| Sharpe Ratio | NA | 1.40 | 1.72 | 1.24 | 0.81 | NA | NA | 0.55 | 0.50 | 2.60 | 2.80 | -0.36 | 0.45 | 1.04 | 2.06 | -0.63 | 2.08 | 0.51 | 0.24 | 0.75 | 2.81 | 1.19 | -0.13 | 0.97 | 1.26 | -1.14 | 0.39 | 0.71 | 1.08 | 1.67 | 2.56 | -0.83 | -0.35 |
| Standard Deviation(%) | NA | 11.15 | 9.79 | 10.17 | 10.46 | NA | NA | 11.27 | 13.76 | 8.47 | 6.94 | 12.28 | 9.57 | 18.59 | 7.70 | 10.03 | 4.27 | 8.57 | 8.61 | 6.37 | 6.30 | 7.97 | 14.71 | 11.84 | 17.99 | 23.07 | 9.57 | 7.42 | 6.08 | 6.58 | 9.51 | 12.59 | 12.22 |
| Draw Down(%) | NA | 8.93 | 8.93 | 13.11 | 19.85 | NA | NA | 38.81 | 8.93 | 4.97 | 3.49 | 12.68 | 5.83 | 19.85 | 3.90 | 12.40 | 1.48 | 8.25 | 6.88 | 4.88 | 3.55 | 7.41 | 14.77 | 9.74 | 16.65 | 34.56 | 5.88 | 7.96 | 3.58 | 4.92 | 8.82 | 18.92 | 16.94 |
| Yield(%) | NA | 15.35 | 11.04 | 7.60 | 5.49 | NA | NA | 3.89 | NA | 4.66 | 14.40 | 6.65 | 7.08 | 2.73 | 1.99 | 5.82 | 1.00 | 1.57 | 4.46 | 4.23 | 3.50 | 1.69 | 3.13 | 1.48 | 1.71 | 1.90 | 5.17 | 3.08 | 3.86 | 3.29 | 2.03 | 1.67 | 2.35 |
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 |
|---|---|---|---|---|
| AT&T LONG TERM SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Optimal Moderate |
-9.00%
Feb 2006 - Feb 2009 |
-1.77%
Feb 2004 - Feb 2009 |
4.08%
Feb 2006 - Feb 2016 |
4.43%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AT&T LONG TERM SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Optimal Moderate |
19.77%
May 2022 - May 2025 |
16.14%
Mar 2020 - Mar 2025 |
9.80%
May 2015 - May 2025 |
10.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart