Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HONDA MANUFACTURING 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate | NA | 23.48% | 3.81% | 7.54% | 6.21% | 7.73% | 7.18% | 7.43% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HONDA MANUFACTURING 401K SAVINGS PLAN 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 (%) | -1.02 | 23.48 | 3.81 | 7.54 | 6.21 | 7.73 | 7.18 | 7.43 | NA | 6.41 | 13.75 | -10.76 | 6.77 | 16.89 | 16.96 | -4.80 | 9.76 | 6.52 | -0.72 | 6.33 | 18.15 | 15.49 | -2.50 | 13.90 | 28.52 | -24.97 | 9.31 | 11.95 | 9.69 | 14.15 | 25.09 | -7.34 | 4.18 |
| Sharpe Ratio | NA | 0.10 | -0.13 | 0.29 | 0.38 | NA | NA | 0.50 | 0.04 | -0.02 | 1.10 | -0.85 | 0.78 | 0.88 | 2.10 | -0.61 | 1.63 | 0.65 | -0.08 | 0.87 | 2.51 | 1.79 | -0.16 | 1.15 | 1.72 | -1.14 | 0.71 | 1.09 | 1.17 | 1.81 | 2.79 | -0.66 | 0.17 |
| Standard Deviation(%) | NA | 9.63 | 11.15 | 12.69 | 10.82 | NA | NA | 11.42 | 9.75 | 9.65 | 8.65 | 14.28 | 8.66 | 18.90 | 7.42 | 10.04 | 5.61 | 9.71 | 9.30 | 7.23 | 7.22 | 8.62 | 15.37 | 12.03 | 16.52 | 22.81 | 8.93 | 7.94 | 6.44 | 7.31 | 8.73 | 12.83 | 11.05 |
| Draw Down(%) | NA | 6.91 | 19.60 | 22.37 | 22.37 | NA | NA | 37.23 | 0.83 | 6.91 | 7.72 | 19.60 | 4.34 | 22.37 | 4.14 | 12.54 | 4.20 | 9.93 | 9.53 | 5.78 | 6.03 | 6.84 | 15.86 | 9.23 | 17.61 | 36.11 | 5.97 | 8.53 | 4.91 | 6.79 | 8.96 | 17.30 | 12.86 |
| Yield(%) | NA | 4.56 | 4.29 | 4.12 | 4.11 | NA | NA | 3.97 | NA | 0.72 | 4.65 | 4.24 | 3.28 | 4.68 | 2.93 | 4.94 | 0.76 | 4.01 | 6.40 | 4.74 | 3.04 | 3.67 | 2.35 | 3.47 | 3.49 | 4.77 | 6.09 | 4.75 | 3.58 | 3.65 | 2.57 | 3.51 | 4.99 |
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 |
|---|---|---|---|---|
| HONDA MANUFACTURING 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
-7.41%
Feb 2006 - Feb 2009 |
-0.29%
Feb 2004 - Feb 2009 |
4.81%
Oct 2013 - Oct 2023 |
4.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HONDA MANUFACTURING 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
19.91%
Feb 2009 - Feb 2012 |
17.34%
Feb 2009 - Feb 2014 |
10.65%
Feb 2009 - Feb 2019 |
9.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart