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 Strategic Asset Allocation - Equal Weight Moderate | NA | 20.68% | 3.53% | 6.88% | 6.10% | 7.11% | 6.68% | 6.78% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.09 | 20.68 | 3.53 | 6.88 | 6.10 | 7.11 | 6.68 | 6.78 | NA | 7.29 | 13.18 | -9.09 | 6.87 | 13.39 | 17.39 | -5.97 | 13.24 | 5.23 | 1.06 | 3.41 | 15.47 | 12.15 | 0.17 | 11.52 | 21.56 | -18.39 | 7.08 | 12.80 | 6.69 | 12.13 | 20.19 | -3.15 | 0.55 |
| Sharpe Ratio | NA | 0.21 | -0.03 | 0.31 | 0.46 | NA | NA | 0.54 | 0.06 | 0.09 | 1.14 | -0.84 | 0.84 | 0.74 | 2.53 | -0.83 | 3.08 | 0.58 | 0.13 | 0.52 | 2.31 | 1.86 | 0.01 | 1.20 | 1.56 | -1.06 | 0.55 | 1.54 | 0.86 | 1.68 | 2.65 | -0.43 | -0.21 |
| Standard Deviation(%) | NA | 7.67 | 9.57 | 11.46 | 9.65 | NA | NA | 9.60 | 6.52 | 7.70 | 7.85 | 12.40 | 8.20 | 17.71 | 6.32 | 8.79 | 4.10 | 8.69 | 8.16 | 6.57 | 6.67 | 6.52 | 12.11 | 9.53 | 13.80 | 18.28 | 7.47 | 6.19 | 5.25 | 6.66 | 7.35 | 9.88 | 8.27 |
| Draw Down(%) | NA | 4.61 | 15.62 | 21.34 | 21.34 | NA | NA | 30.61 | 0.47 | 4.61 | 6.81 | 15.72 | 4.16 | 21.34 | 3.30 | 12.24 | 1.47 | 7.01 | 8.26 | 5.42 | 5.88 | 5.36 | 11.23 | 8.06 | 14.52 | 29.46 | 5.00 | 6.20 | 3.35 | 5.41 | 6.94 | 13.54 | 10.66 |
| Yield(%) | NA | 4.32 | 3.19 | 2.71 | 2.53 | NA | NA | 3.42 | NA | 0.89 | 4.17 | 3.17 | 1.41 | 2.01 | 1.99 | 2.28 | 0.52 | 2.70 | 3.25 | 3.15 | 2.67 | 4.32 | 2.82 | 4.58 | 4.02 | 5.35 | 4.62 | 4.28 | 3.37 | 3.92 | 3.81 | 4.50 | 4.82 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.63%
Feb 2006 - Feb 2009 |
0.66%
Feb 2004 - Feb 2009 |
4.72%
Oct 2013 - Oct 2023 |
4.84%
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 Strategic Asset Allocation - Equal Weight Moderate |
16.51%
Feb 2009 - Feb 2012 |
14.45%
Feb 2009 - Feb 2014 |
9.25%
Feb 2009 - Feb 2019 |
8.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart