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 Strategic Asset Allocation - Equal Weight Moderate | NA | -14.04% | -6.88% | 0.94% | 2.92% | 4.41% | 4.18% | 4.24% |
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 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 (%) | -0.48 | -14.04 | -6.88 | 0.94 | 2.92 | 4.41 | 4.18 | 4.24 | NA | 3.00 | 15.66 | -11.07 | 10.77 | 12.17 | 15.98 | -5.06 | 15.23 | 4.72 | 1.14 | -0.11 | 14.50 | 10.37 | -1.51 | 9.43 | 17.76 | -22.35 | 8.28 | 10.67 | 7.51 | 12.48 | 25.83 | -9.88 | -5.79 |
| Sharpe Ratio | NA | -0.06 | -0.07 | 0.13 | 0.25 | NA | NA | 0.29 | 0.09 | -0.08 | 1.40 | -0.88 | 1.23 | 0.64 | 1.97 | -0.68 | 2.84 | 0.50 | 0.12 | -0.02 | 2.22 | 1.50 | -0.13 | 0.91 | 1.27 | -1.26 | 0.61 | 1.14 | 1.03 | 1.57 | 2.92 | -0.90 | -0.69 |
| Standard Deviation(%) | NA | 46.17 | 28.30 | 23.74 | 17.76 | NA | NA | 13.92 | 4.82 | 46.17 | 8.18 | 14.22 | 8.73 | 18.57 | 7.38 | 9.37 | 5.13 | 9.05 | 9.45 | 7.14 | 6.52 | 6.89 | 12.03 | 10.32 | 13.88 | 18.54 | 8.70 | 6.48 | 5.19 | 7.37 | 8.62 | 12.24 | 11.80 |
| Draw Down(%) | NA | 29.04 | 29.04 | 29.04 | 29.04 | NA | NA | 33.30 | 0.21 | 29.04 | 6.84 | 18.95 | 4.31 | 21.49 | 4.08 | 11.98 | 2.21 | 7.76 | 10.03 | 6.28 | 5.19 | 5.81 | 11.86 | 8.46 | 13.92 | 31.12 | 5.71 | 6.90 | 3.47 | 5.99 | 7.69 | 18.94 | 18.74 |
| Yield(%) | NA | 4.72 | 5.24 | 4.89 | 3.95 | NA | NA | 3.15 | NA | 0.40 | 5.17 | 4.45 | 5.83 | 4.29 | 4.37 | 4.22 | 0.19 | 3.09 | 4.57 | 3.11 | 1.91 | 2.31 | 2.35 | 1.80 | 1.75 | 3.19 | 4.77 | 4.55 | 4.02 | 1.68 | 1.85 | 0.82 | 1.85 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.82%
Oct 2021 - Oct 2024 |
-0.37%
Feb 2004 - Feb 2009 |
2.92%
Oct 2014 - Oct 2024 |
3.63%
Sep 2007 - Sep 2022 |
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 Strategic Asset Allocation - Equal Weight Moderate |
17.61%
Mar 2003 - Mar 2006 |
13.68%
Sep 2002 - Sep 2007 |
8.06%
Feb 2009 - Feb 2019 |
7.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart