Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IKON OFFICE SOLUTIONS INC RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 20.25% | 4.39% | 8.41% | 7.50% | 9.04% | 9.36% | 9.66% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IKON OFFICE SOLUTIONS INC RETIREMENT SAVINGS PLAN Tactical Asset Allocation 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 (%) | -0.96 | 20.25 | 4.39 | 8.41 | 7.50 | 9.04 | 9.36 | 9.66 | NA | 6.15 | 13.52 | -9.36 | 14.95 | 10.78 | 18.46 | -3.12 | 11.40 | 10.66 | -0.59 | 10.80 | 19.19 | 15.15 | 2.53 | 12.34 | 18.28 | -0.58 | 9.77 | 14.89 | 7.11 | 13.53 | 23.64 | 1.92 | 3.69 |
| Sharpe Ratio | NA | 0.01 | -0.03 | 0.34 | 0.51 | NA | NA | 0.85 | 0.03 | -0.05 | 1.24 | -0.83 | 1.55 | 0.54 | 2.40 | -0.45 | 2.44 | 1.26 | -0.07 | 1.52 | 2.71 | 1.99 | 0.18 | 1.10 | 1.98 | -0.24 | 0.73 | 1.53 | 0.82 | 1.65 | 3.49 | 0.15 | 0.23 |
| Standard Deviation(%) | NA | 9.27 | 10.19 | 12.50 | 10.49 | NA | NA | 9.24 | 8.76 | 9.29 | 7.49 | 13.02 | 9.61 | 19.38 | 7.12 | 9.96 | 4.41 | 8.28 | 9.19 | 7.08 | 7.06 | 7.60 | 14.05 | 11.09 | 9.17 | 6.29 | 9.31 | 7.62 | 6.04 | 7.61 | 6.57 | 5.32 | 5.95 |
| Draw Down(%) | NA | 7.50 | 14.33 | 21.75 | 21.75 | NA | NA | 21.75 | 0.66 | 7.36 | 6.02 | 15.39 | 3.89 | 21.75 | 3.22 | 12.27 | 2.20 | 6.30 | 9.85 | 4.71 | 5.01 | 5.19 | 11.93 | 8.50 | 3.99 | 7.77 | 6.36 | 8.31 | 3.87 | 5.77 | 2.54 | 4.47 | 5.43 |
| Yield(%) | NA | 4.99 | 3.91 | 4.58 | 4.26 | NA | NA | 0.00 | NA | 1.43 | 5.08 | 3.55 | 2.70 | 6.74 | 5.04 | 4.84 | 3.75 | 3.46 | 3.81 | 4.06 | 3.28 | 4.98 | 2.11 | 3.79 | 5.43 | 4.64 | 4.74 | 3.70 | 2.92 | 3.77 | 4.20 | 6.18 | 8.29 |
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 |
|---|---|---|---|---|
| IKON OFFICE SOLUTIONS INC RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
2.99%
Dec 2021 - Dec 2024 |
4.12%
Mar 2015 - Mar 2020 |
6.75%
Oct 2013 - Oct 2023 |
7.88%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IKON OFFICE SOLUTIONS INC RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
16.73%
Sep 2011 - Sep 2014 |
14.25%
Feb 2009 - Feb 2014 |
11.74%
Apr 2003 - Apr 2013 |
11.09%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart