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 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FAMILY 401K PLAN Tactical Asset Allocation Moderate | NA | 23.71% | 2.41% | 7.57% | 5.65% | 7.65% | 8.10% | 8.13% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERICAN FAMILY 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 (%) | -1.04 | 23.71 | 2.41 | 7.57 | 5.65 | 7.65 | 8.10 | 8.13 | NA | 0.46 | 5.60 | -9.84 | 26.27 | 1.79 | 10.96 | -5.17 | 10.87 | 19.54 | -9.03 | -0.06 | 31.25 | 15.89 | -4.02 | 13.60 | 15.66 | -0.77 | 5.06 | 16.38 | 9.08 | 19.77 | 32.10 | -18.44 | 5.83 |
| Sharpe Ratio | NA | -0.44 | -0.44 | 0.10 | 0.20 | NA | NA | 0.45 | -0.14 | -0.45 | 0.13 | -0.70 | 1.59 | 0.06 | 0.91 | -0.52 | 1.37 | 1.47 | -0.70 | -0.01 | 2.92 | 1.20 | -0.18 | 0.83 | 1.27 | -0.16 | 0.18 | 1.55 | 0.99 | 2.32 | 4.53 | -1.63 | 0.24 |
| Standard Deviation(%) | NA | 13.66 | 13.57 | 17.19 | 14.60 | NA | NA | 13.42 | 2.08 | 13.77 | 10.60 | 16.01 | 16.51 | 25.41 | 10.50 | 12.57 | 7.46 | 13.13 | 12.98 | 11.18 | 10.71 | 13.23 | 22.62 | 16.20 | 12.21 | 10.84 | 11.61 | 8.46 | 6.97 | 8.11 | 6.94 | 11.96 | 14.66 |
| Draw Down(%) | NA | 14.80 | 18.99 | 30.63 | 30.99 | NA | NA | 30.99 | 0.28 | 14.72 | 12.22 | 19.12 | 7.73 | 30.63 | 8.57 | 13.79 | 4.44 | 8.27 | 13.16 | 11.33 | 5.05 | 10.83 | 21.42 | 14.63 | 6.45 | 14.07 | 8.38 | 9.14 | 5.18 | 6.61 | 2.40 | 22.78 | 17.49 |
| Yield(%) | NA | 5.01 | 6.41 | 6.17 | 5.60 | NA | NA | 0.00 | NA | 1.21 | 4.63 | 5.20 | 10.06 | 3.14 | 9.50 | 3.36 | 7.62 | 4.83 | 3.54 | 5.11 | 5.35 | 2.11 | 1.68 | 1.03 | 1.32 | 3.83 | 4.80 | 3.68 | 2.65 | 2.05 | 0.74 | 0.97 | 1.67 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICAN FAMILY 401K PLAN Tactical Asset Allocation Moderate |
-4.12%
Mar 2017 - Mar 2020 |
0.11%
Mar 2015 - Mar 2020 |
4.03%
Oct 2013 - Oct 2023 |
6.31%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICAN FAMILY 401K PLAN Tactical Asset Allocation Moderate |
22.20%
Apr 2003 - Apr 2006 |
16.11%
Dec 2002 - Dec 2007 |
12.60%
Apr 2003 - Apr 2013 |
11.33%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart