Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Fiserv 401k Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 19.04% | 3.52% | 10.50% | 7.81% | 8.01% | 7.26% | 7.27% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fiserv 401k 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 (%) | -0.99 | 19.04 | 3.52 | 10.50 | 7.81 | 8.01 | 7.26 | 7.27 | NA | 7.73 | 11.06 | -9.77 | 8.63 | 31.58 | 22.03 | -6.44 | 13.00 | 4.05 | 0.44 | 0.72 | 13.00 | 10.13 | 1.89 | 13.11 | 21.49 | -20.23 | 9.09 | 11.70 | 6.72 | 10.61 | 20.71 | -4.95 | 2.47 |
| Sharpe Ratio | NA | 0.29 | -0.11 | 0.53 | 0.58 | NA | NA | 0.57 | 0.08 | 0.13 | 0.89 | -0.88 | 0.79 | 1.68 | 2.67 | -0.76 | 2.79 | 0.44 | 0.05 | 0.09 | 2.03 | 1.74 | 0.18 | 1.41 | 1.65 | -1.26 | 0.72 | 1.35 | 0.81 | 1.55 | 2.81 | -0.62 | 0.02 |
| Standard Deviation(%) | NA | 8.63 | 9.92 | 12.37 | 10.48 | NA | NA | 9.80 | 7.94 | 8.64 | 7.61 | 12.73 | 10.93 | 18.68 | 7.72 | 10.19 | 4.44 | 8.68 | 8.80 | 7.90 | 6.37 | 5.79 | 10.58 | 9.26 | 13.00 | 16.83 | 8.53 | 6.23 | 5.62 | 6.25 | 7.12 | 9.82 | 9.33 |
| Draw Down(%) | NA | 5.20 | 16.72 | 19.74 | 19.74 | NA | NA | 30.73 | 0.54 | 5.17 | 6.49 | 16.77 | 8.89 | 19.74 | 4.41 | 13.68 | 2.04 | 7.91 | 9.42 | 4.81 | 5.79 | 4.32 | 9.66 | 6.57 | 13.01 | 30.04 | 5.73 | 6.56 | 3.84 | 6.53 | 5.72 | 14.65 | 11.33 |
| Yield(%) | NA | 3.30 | 3.61 | 3.34 | 2.83 | NA | NA | 3.35 | NA | 0.91 | 3.13 | 3.56 | 3.06 | 3.82 | 2.26 | 2.10 | 0.41 | 3.40 | 3.66 | 1.93 | 3.29 | 3.08 | 2.53 | 2.67 | 3.02 | 4.73 | 5.71 | 5.54 | 4.60 | 3.55 | 2.90 | 2.89 | 4.40 |
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 |
|---|---|---|---|---|
| Fiserv 401k Plan Strategic Asset Allocation - Equal Weight Moderate |
-4.69%
Feb 2006 - Feb 2009 |
0.29%
Feb 2004 - Feb 2009 |
4.77%
Feb 2006 - Feb 2016 |
5.48%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fiserv 401k Plan Strategic Asset Allocation - Equal Weight Moderate |
20.38%
Dec 2018 - Dec 2021 |
13.93%
Feb 2009 - Feb 2014 |
9.26%
Sep 2011 - Sep 2021 |
9.33%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart