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 Strategic Asset Allocation - Optimal Moderate | NA | 19.97% | 5.54% | 7.22% | 5.02% | 6.27% | 5.60% | 6.03% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERICAN FAMILY 401K PLAN Strategic Asset Allocation - Optimal 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 (%) | -0.64 | 19.97 | 5.54 | 7.22 | 5.02 | 6.27 | 5.60 | 6.03 | NA | 5.09 | 10.22 | -3.21 | 13.66 | 3.33 | 11.73 | -8.37 | 6.75 | 11.18 | -3.48 | 4.30 | 19.65 | 12.12 | -5.36 | 10.73 | 22.67 | -25.76 | 4.16 | 14.20 | 7.98 | 14.38 | 24.25 | -7.94 | 5.27 |
| Sharpe Ratio | NA | -0.21 | -0.06 | 0.24 | 0.26 | NA | NA | 0.36 | 0.05 | -0.21 | 0.67 | -0.35 | 1.39 | 0.14 | 1.29 | -1.04 | 1.08 | 1.03 | -0.38 | 0.60 | 2.79 | 1.30 | -0.34 | 0.84 | 1.18 | -1.13 | 0.13 | 1.68 | 1.04 | 2.02 | 2.69 | -0.67 | 0.31 |
| Standard Deviation(%) | NA | 7.07 | 9.95 | 13.10 | 11.12 | NA | NA | 11.78 | 4.44 | 7.07 | 8.88 | 13.02 | 9.84 | 21.51 | 8.03 | 9.27 | 5.65 | 10.65 | 9.27 | 7.09 | 7.03 | 9.27 | 16.00 | 12.65 | 19.17 | 23.71 | 9.34 | 6.51 | 5.56 | 6.66 | 8.75 | 13.56 | 9.63 |
| Draw Down(%) | NA | 7.15 | 13.62 | 26.25 | 27.56 | NA | NA | 41.52 | 0.30 | 7.11 | 7.27 | 13.62 | 5.37 | 26.25 | 4.96 | 15.24 | 2.98 | 9.05 | 9.59 | 6.11 | 3.89 | 8.33 | 16.87 | 10.86 | 20.29 | 35.03 | 6.40 | 6.45 | 3.92 | 5.24 | 9.98 | 19.32 | 11.87 |
| Yield(%) | NA | 4.31 | 4.93 | 4.67 | 3.72 | NA | NA | 2.79 | NA | 1.05 | 3.90 | 6.23 | 3.78 | 4.81 | 3.07 | 4.12 | 0.64 | 3.12 | 3.06 | 3.00 | 1.02 | 1.19 | 1.14 | 0.83 | 0.70 | 2.61 | 5.42 | 4.13 | 3.25 | 1.93 | 0.85 | 0.95 | 3.37 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICAN FAMILY 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-9.29%
Feb 2006 - Feb 2009 |
-1.86%
Feb 2004 - Feb 2009 |
2.88%
Mar 2010 - Mar 2020 |
3.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICAN FAMILY 401K PLAN Strategic Asset Allocation - Optimal Moderate |
18.58%
Mar 2003 - Mar 2006 |
14.89%
Feb 2009 - Feb 2014 |
8.82%
Feb 2009 - Feb 2019 |
7.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart