Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Unisys Retirement 401K Strategic Asset Allocation - Optimal Moderate | NA | 25.37% | 1.62% | 6.83% | 5.95% | 7.37% | 6.83% | 7.20% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Unisys Retirement 401K Strategic Asset Allocation - Optimal 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 (%) | -1.30 | 25.37 | 1.62 | 6.83 | 5.95 | 7.37 | 6.83 | 7.20 | NA | 9.98 | 13.06 | -17.15 | 9.00 | 19.85 | 17.26 | -6.57 | 11.55 | 6.20 | 0.20 | 6.74 | 10.29 | 14.89 | -0.72 | 15.44 | 31.70 | -26.11 | 7.74 | 13.16 | 7.92 | 13.10 | 22.70 | -4.18 | 5.48 |
| Sharpe Ratio | NA | 0.54 | -0.24 | 0.29 | 0.41 | NA | NA | 0.50 | 0.02 | 0.40 | 1.02 | -1.30 | 1.04 | 1.07 | 2.37 | -0.91 | 2.58 | 0.76 | 0.02 | 1.11 | 1.40 | 2.02 | -0.05 | 1.38 | 1.72 | -1.14 | 0.50 | 1.32 | 0.90 | 1.68 | 2.62 | -0.48 | 0.31 |
| Standard Deviation(%) | NA | 8.43 | 10.80 | 12.36 | 10.17 | NA | NA | 11.07 | 8.18 | 8.47 | 8.66 | 14.23 | 8.65 | 18.36 | 6.68 | 8.64 | 4.23 | 7.91 | 8.56 | 6.04 | 7.32 | 7.34 | 14.03 | 11.10 | 18.40 | 23.72 | 9.60 | 7.47 | 6.40 | 7.25 | 8.40 | 10.95 | 10.21 |
| Draw Down(%) | NA | 4.55 | 22.51 | 23.45 | 23.45 | NA | NA | 38.47 | 0.72 | 4.53 | 8.21 | 22.83 | 5.34 | 21.35 | 3.25 | 12.66 | 1.54 | 6.30 | 8.82 | 5.36 | 7.95 | 5.57 | 13.48 | 8.00 | 16.25 | 37.99 | 6.02 | 6.31 | 3.73 | 6.82 | 6.14 | 14.80 | 10.58 |
| Yield(%) | NA | 3.09 | 4.02 | 3.68 | 3.46 | NA | NA | 3.64 | NA | 0.82 | 2.82 | 2.99 | 5.77 | 3.81 | 2.29 | 4.27 | 0.55 | 2.91 | 4.41 | 4.27 | 2.36 | 3.41 | 3.43 | 3.11 | 3.00 | 4.15 | 4.91 | 5.61 | 3.76 | 3.51 | 3.52 | 3.21 | 4.88 |
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 |
|---|---|---|---|---|
| Unisys Retirement 401K Strategic Asset Allocation - Optimal Moderate |
-7.93%
Feb 2006 - Feb 2009 |
-1.10%
Feb 2004 - Feb 2009 |
4.35%
Oct 2013 - Oct 2023 |
4.69%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Unisys Retirement 401K Strategic Asset Allocation - Optimal Moderate |
21.90%
Feb 2009 - Feb 2012 |
16.78%
Feb 2009 - Feb 2014 |
10.50%
Feb 2009 - Feb 2019 |
9.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart