Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ansys Inc Employees Retirement Program Strategic Asset Allocation - Optimal Moderate | NA | 25.74% | 0.30% | 5.86% | 4.89% | 7.01% | 6.56% | 6.92% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ansys Inc Employees Retirement Program Strategic Asset Allocation - Optimal 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 (%) | -1.06 | 25.74 | 0.30 | 5.86 | 4.89 | 7.01 | 6.56 | 6.92 | NA | 8.43 | 10.62 | -16.69 | 6.00 | 19.14 | 18.92 | -7.03 | 7.17 | 5.31 | -1.46 | 6.65 | 17.46 | 14.71 | -0.89 | 15.58 | 26.11 | -25.25 | 8.84 | 13.36 | 10.88 | 12.83 | 29.01 | -5.03 | -0.53 |
| Sharpe Ratio | NA | 0.34 | -0.29 | 0.18 | 0.27 | NA | NA | 0.48 | 0.04 | 0.19 | 0.74 | -1.18 | 0.57 | 1.00 | 2.81 | -0.89 | 1.17 | 0.61 | -0.18 | 0.95 | 2.36 | 1.89 | -0.06 | 1.32 | 1.65 | -1.24 | 0.64 | 1.40 | 1.39 | 1.59 | 4.19 | -0.68 | -0.32 |
| Standard Deviation(%) | NA | 9.44 | 11.54 | 13.20 | 10.80 | NA | NA | 10.86 | 8.21 | 9.49 | 8.64 | 15.31 | 10.47 | 18.99 | 6.23 | 9.40 | 5.59 | 8.40 | 8.32 | 6.95 | 7.38 | 7.77 | 15.14 | 11.70 | 15.73 | 21.07 | 9.10 | 7.19 | 6.28 | 7.46 | 6.76 | 9.05 | 8.82 |
| Draw Down(%) | NA | 6.46 | 22.26 | 25.64 | 25.64 | NA | NA | 39.19 | 0.66 | 6.46 | 9.75 | 23.38 | 6.32 | 24.68 | 3.00 | 14.06 | 4.75 | 8.63 | 8.88 | 5.82 | 6.55 | 6.52 | 15.60 | 9.34 | 17.07 | 35.33 | 7.17 | 8.40 | 5.43 | 6.71 | 6.29 | 15.41 | 12.32 |
| Yield(%) | NA | 4.38 | 4.51 | 5.33 | 5.52 | NA | NA | 5.04 | NA | 0.75 | 4.18 | 3.82 | 4.78 | 8.64 | 3.96 | 7.40 | 0.35 | 2.66 | 10.08 | 8.79 | 9.51 | 5.32 | 4.19 | 4.03 | 3.58 | 3.84 | 5.25 | 5.80 | 5.07 | 2.72 | 2.83 | 3.78 | 4.66 |
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 |
|---|---|---|---|---|
| Ansys Inc Employees Retirement Program Strategic Asset Allocation - Optimal Moderate |
-7.35%
Feb 2006 - Feb 2009 |
0.06%
Feb 2004 - Feb 2009 |
3.36%
Oct 2013 - Oct 2023 |
4.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ansys Inc Employees Retirement Program Strategic Asset Allocation - Optimal Moderate |
20.60%
Feb 2009 - Feb 2012 |
17.26%
Feb 2009 - Feb 2014 |
10.30%
Mar 2003 - Mar 2013 |
9.02%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart