Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EXPERIAN PERSONAL INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 20.68% | 1.77% | 8.41% | 6.68% | 7.04% | 6.47% | 6.85% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXPERIAN PERSONAL INVESTMENT 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 (%) | -1.06 | 20.68 | 1.77 | 8.41 | 6.68 | 7.04 | 6.47 | 6.85 | NA | 3.99 | 13.81 | -13.49 | 14.30 | 22.50 | 15.46 | -7.49 | 11.60 | 4.17 | 2.27 | -0.22 | 16.05 | 10.70 | 0.01 | 10.12 | 23.65 | -22.07 | 10.11 | 10.52 | 6.44 | 9.33 | 15.87 | 0.17 | 8.11 |
| Sharpe Ratio | NA | -0.12 | -0.25 | 0.40 | 0.45 | NA | NA | 0.52 | 0.14 | -0.31 | 1.08 | -1.04 | 1.56 | 1.21 | 1.81 | -0.99 | 2.60 | 0.46 | 0.26 | -0.04 | 2.40 | 1.84 | 0.00 | 1.10 | 1.56 | -1.22 | 0.94 | 1.06 | 0.76 | 1.24 | 2.06 | -0.10 | 0.78 |
| Standard Deviation(%) | NA | 8.24 | 10.82 | 12.47 | 10.39 | NA | NA | 9.94 | 4.84 | 8.31 | 8.89 | 14.25 | 9.17 | 18.47 | 7.75 | 8.87 | 4.22 | 8.62 | 8.50 | 6.77 | 6.67 | 5.78 | 10.77 | 9.15 | 15.08 | 18.91 | 7.60 | 6.86 | 5.63 | 6.78 | 7.35 | 9.43 | 7.43 |
| Draw Down(%) | NA | 7.02 | 19.47 | 22.44 | 22.52 | NA | NA | 34.91 | 0.26 | 7.02 | 8.17 | 20.15 | 5.42 | 22.44 | 3.73 | 13.69 | 2.07 | 7.47 | 8.63 | 6.78 | 6.32 | 4.46 | 11.49 | 7.81 | 17.07 | 33.36 | 4.76 | 7.98 | 3.32 | 6.08 | 5.46 | 11.83 | 7.39 |
| Yield(%) | NA | 5.49 | 4.91 | 4.40 | 4.09 | NA | NA | 4.30 | NA | 1.03 | 5.20 | 3.57 | 5.30 | 4.90 | 2.24 | 4.61 | 0.61 | 3.94 | 6.10 | 3.50 | 4.32 | 3.83 | 3.60 | 4.28 | 3.68 | 5.93 | 4.91 | 5.16 | 3.17 | 5.32 | 3.44 | 4.25 | 5.99 |
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 |
|---|---|---|---|---|
| EXPERIAN PERSONAL INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.14%
Feb 2006 - Feb 2009 |
-0.70%
Feb 2004 - Feb 2009 |
4.22%
Mar 2010 - Mar 2020 |
4.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPERIAN PERSONAL INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.37%
Dec 2018 - Dec 2021 |
14.63%
Feb 2009 - Feb 2014 |
8.84%
Sep 2011 - Sep 2021 |
8.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart