Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC RETIREMENT AT MICRON (RAM) PLAN Strategic Asset Allocation - Optimal Moderate | NA | 23.34% | 0.06% | 4.17% | 7.17% | 8.24% | 7.41% | 7.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICRON TECHNOLOGY INC RETIREMENT AT MICRON (RAM) PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 | 23.34 | 0.06 | 4.17 | 7.17 | 8.24 | 7.41 | 7.78 | NA | 4.30 | 13.55 | -16.52 | 2.84 | 16.46 | 15.39 | 23.96 | 4.99 | 6.99 | 0.83 | 3.45 | 17.08 | 12.22 | 1.66 | 12.78 | 26.28 | -24.66 | 7.52 | 12.96 | 8.89 | 14.12 | 23.11 | -0.65 | 2.58 |
| Sharpe Ratio | NA | -0.09 | -0.30 | 0.07 | 0.38 | NA | NA | 0.49 | 0.03 | -0.22 | 1.02 | -1.22 | 0.27 | 0.88 | 1.76 | 0.80 | 0.65 | 0.79 | 0.10 | 0.49 | 2.52 | 1.53 | 0.12 | 1.04 | 1.53 | -1.18 | 0.50 | 1.50 | 1.15 | 1.80 | 3.05 | -0.17 | 0.03 |
| Standard Deviation(%) | NA | 10.25 | 11.61 | 13.09 | 13.78 | NA | NA | 12.30 | 8.77 | 10.30 | 9.15 | 14.66 | 10.32 | 18.51 | 7.93 | 28.16 | 6.75 | 8.61 | 8.46 | 7.04 | 6.78 | 7.95 | 13.70 | 12.19 | 17.11 | 21.67 | 9.06 | 6.44 | 5.84 | 7.32 | 7.34 | 10.33 | 10.06 |
| Draw Down(%) | NA | 8.78 | 21.34 | 25.83 | 25.83 | NA | NA | 38.36 | 0.75 | 8.71 | 9.96 | 22.71 | 6.65 | 23.98 | 3.71 | 8.05 | 7.51 | 7.84 | 8.03 | 5.22 | 5.08 | 7.52 | 13.43 | 9.05 | 17.46 | 36.23 | 6.62 | 6.78 | 3.87 | 6.18 | 6.34 | 14.31 | 14.12 |
| Yield(%) | NA | 5.13 | 6.06 | 5.34 | 4.83 | NA | NA | 4.42 | NA | 0.43 | 5.09 | 6.76 | 5.60 | 6.11 | 1.97 | 7.22 | 0.33 | 2.97 | 7.33 | 3.97 | 10.46 | 3.49 | 3.85 | 2.88 | 2.53 | 2.59 | 6.71 | 3.61 | 4.08 | 3.95 | 2.74 | 3.75 | 3.13 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICRON TECHNOLOGY INC RETIREMENT AT MICRON (RAM) PLAN Strategic Asset Allocation - Optimal Moderate |
-7.48%
Feb 2006 - Feb 2009 |
-0.56%
Feb 2004 - Feb 2009 |
5.32%
Dec 2007 - Dec 2017 |
5.48%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICRON TECHNOLOGY INC RETIREMENT AT MICRON (RAM) PLAN Strategic Asset Allocation - Optimal Moderate |
21.22%
Oct 2018 - Oct 2021 |
17.17%
Feb 2009 - Feb 2014 |
12.97%
Feb 2009 - Feb 2019 |
10.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart