Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FEDEX OFFICE AND PRINT SERVICES INC. 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -49.86% | -22.15% | -8.68% | -1.23% | 3.10% | 4.83% | 5.37% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEDEX OFFICE AND PRINT SERVICES INC. 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation 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 (%) | 0.35 | -49.86 | -22.15 | -8.68 | -1.23 | 3.10 | 4.83 | 5.37 | NA | 6.00 | 16.49 | -12.81 | 16.08 | 11.41 | 17.74 | -2.81 | 16.72 | 7.72 | 0.51 | 8.31 | 17.60 | 13.11 | 5.65 | 14.48 | 14.11 | 3.84 | 9.93 | 12.32 | 8.17 | 14.94 | 26.02 | 2.45 | -7.07 |
| Sharpe Ratio | NA | 0.00 | -0.01 | 0.08 | 0.14 | NA | NA | 0.28 | 0.18 | 0.00 | 1.54 | -0.93 | 1.61 | 0.58 | 1.97 | -0.37 | 3.44 | 0.84 | 0.05 | 1.13 | 2.41 | 1.65 | 0.42 | 1.29 | 1.38 | 0.35 | 0.73 | 1.09 | 0.92 | 1.95 | 3.46 | 0.22 | -0.81 |
| Standard Deviation(%) | NA | 124.08 | 72.36 | 56.82 | 40.63 | NA | NA | 27.10 | 5.45 | 124.08 | 7.95 | 15.21 | 9.99 | 19.32 | 8.29 | 11.04 | 4.68 | 9.00 | 9.53 | 7.36 | 7.29 | 7.93 | 13.41 | 11.15 | 10.18 | 8.33 | 9.47 | 8.34 | 6.51 | 7.19 | 7.32 | 6.20 | 11.57 |
| Draw Down(%) | NA | 59.34 | 59.34 | 59.34 | 59.34 | NA | NA | 59.34 | 0.17 | 59.34 | 5.49 | 19.80 | 4.75 | 20.69 | 4.43 | 13.35 | 1.36 | 7.84 | 9.44 | 4.66 | 5.20 | 5.30 | 10.98 | 7.28 | 5.58 | 5.45 | 6.43 | 9.21 | 4.42 | 6.50 | 4.49 | 6.43 | 13.20 |
| Yield(%) | NA | 5.63 | 6.30 | 6.22 | 5.23 | NA | NA | 0.00 | NA | 0.69 | 6.37 | 3.70 | 9.06 | 6.83 | 5.84 | 5.12 | 3.63 | 4.61 | 3.72 | 5.35 | 2.24 | 3.58 | 3.63 | 2.34 | 1.93 | 5.01 | 5.25 | 5.81 | 5.05 | 2.84 | 2.68 | 1.20 | 2.04 |
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 |
|---|---|---|---|---|
| FEDEX OFFICE AND PRINT SERVICES INC. 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-22.05%
Oct 2021 - Oct 2024 |
-8.68%
Oct 2019 - Oct 2024 |
-1.23%
Oct 2014 - Oct 2024 |
3.13%
Oct 2009 - Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEDEX OFFICE AND PRINT SERVICES INC. 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
17.55%
Apr 2003 - Apr 2006 |
14.47%
Jun 2009 - Jun 2014 |
12.51%
Apr 2003 - Apr 2013 |
11.51%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart