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 |
|---|---|---|---|---|---|---|---|---|
| Adc Telecommunications 401k Plan Tactical Asset Allocation Moderate | NA | 19.10% | 3.81% | 6.80% | 4.68% | 5.10% | 5.79% | 6.68% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Adc Telecommunications 401k Plan Tactical Asset Allocation 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 (%) | -0.90 | 19.10 | 3.81 | 6.80 | 4.68 | 5.10 | 5.79 | 6.68 | NA | 7.22 | 12.20 | -8.27 | 10.35 | 11.28 | 5.70 | -3.08 | 11.47 | 5.74 | -4.53 | -0.43 | 15.04 | 5.75 | 1.22 | 2.97 | 15.95 | 0.46 | 5.62 | 14.41 | 3.13 | 11.38 | 17.02 | 9.57 | 7.09 |
| Sharpe Ratio | NA | 0.27 | -0.04 | 0.41 | 0.40 | NA | NA | 0.71 | 0.09 | 0.08 | 1.00 | -0.74 | 1.22 | 1.30 | 1.14 | -0.64 | 2.30 | 1.28 | -0.93 | -0.08 | 2.12 | 1.05 | 0.12 | 0.26 | 2.00 | -0.24 | 0.30 | 1.45 | 0.17 | 1.28 | 3.01 | 2.51 | 1.84 |
| Standard Deviation(%) | NA | 7.41 | 9.83 | 9.31 | 7.48 | NA | NA | 7.20 | 3.94 | 7.51 | 7.91 | 13.09 | 8.44 | 8.48 | 3.75 | 6.87 | 4.71 | 4.34 | 4.91 | 5.80 | 7.08 | 5.41 | 9.98 | 11.08 | 7.92 | 1.89 | 8.77 | 7.70 | 5.64 | 8.18 | 5.42 | 3.37 | 2.60 |
| Draw Down(%) | NA | 4.02 | 14.88 | 15.78 | 15.78 | NA | NA | 15.78 | 0.16 | 4.00 | 7.35 | 15.40 | 4.17 | 12.37 | 3.19 | 8.28 | 1.81 | 3.47 | 5.77 | 5.61 | 4.43 | 4.68 | 10.64 | 12.16 | 4.46 | 1.49 | 6.40 | 8.75 | 4.85 | 6.40 | 3.21 | 1.59 | 1.59 |
| Yield(%) | NA | 2.79 | 2.40 | 2.88 | 2.25 | NA | NA | 2.98 | NA | 0.74 | 2.95 | 1.32 | 2.70 | 3.31 | 3.30 | 2.25 | 0.43 | 2.09 | 0.79 | 2.94 | 1.20 | 2.17 | 2.17 | 3.14 | 2.67 | 2.27 | 4.22 | 6.32 | 3.18 | 3.81 | 3.25 | 6.01 | 5.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Adc Telecommunications 401k Plan Tactical Asset Allocation Moderate |
0.11%
Oct 2017 - Oct 2020 |
1.61%
Sep 2017 - Sep 2022 |
2.63%
Apr 2010 - Apr 2020 |
3.81%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Adc Telecommunications 401k Plan Tactical Asset Allocation Moderate |
12.61%
Dec 2001 - Dec 2004 |
11.76%
May 2002 - May 2007 |
9.25%
Apr 2001 - Apr 2011 |
7.01%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart