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 - Optimal Moderate | NA | 24.14% | 2.16% | 6.11% | 5.90% | 7.40% | 6.73% | 6.65% |
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 - 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 (%) | -1.10 | 24.14 | 2.16 | 6.11 | 5.90 | 7.40 | 6.73 | 6.65 | NA | 10.30 | 14.77 | -16.08 | 7.76 | 13.43 | 18.67 | -4.92 | 11.02 | 6.55 | 1.05 | 7.18 | 18.23 | 13.53 | -0.76 | 11.18 | 21.45 | -21.55 | 7.13 | 13.27 | 7.56 | 13.55 | 21.70 | -6.06 | -2.34 |
| Sharpe Ratio | NA | 0.55 | -0.15 | 0.23 | 0.42 | NA | NA | 0.48 | 0.02 | 0.46 | 1.23 | -1.24 | 0.95 | 0.72 | 2.62 | -0.68 | 2.47 | 0.78 | 0.12 | 1.10 | 2.57 | 1.75 | -0.06 | 1.00 | 1.38 | -1.05 | 0.47 | 1.42 | 0.93 | 1.77 | 2.46 | -0.60 | -0.44 |
| Standard Deviation(%) | NA | 7.99 | 10.60 | 12.17 | 10.10 | NA | NA | 10.68 | 7.77 | 8.01 | 8.55 | 14.10 | 8.16 | 18.33 | 6.59 | 9.12 | 4.20 | 8.12 | 8.41 | 6.49 | 7.07 | 7.71 | 14.28 | 11.12 | 15.53 | 21.48 | 8.76 | 7.05 | 5.82 | 7.14 | 8.53 | 11.92 | 10.48 |
| Draw Down(%) | NA | 4.85 | 21.41 | 22.28 | 22.28 | NA | NA | 34.74 | 0.67 | 4.85 | 8.04 | 21.73 | 3.61 | 21.60 | 3.01 | 11.74 | 1.45 | 6.50 | 7.94 | 5.21 | 6.00 | 6.21 | 13.90 | 9.79 | 16.36 | 33.05 | 6.24 | 6.70 | 3.58 | 5.40 | 8.12 | 16.26 | 14.98 |
| Yield(%) | NA | 4.79 | 3.72 | 3.12 | 2.83 | NA | NA | 3.42 | NA | 0.97 | 4.39 | 3.66 | 2.10 | 2.32 | 2.11 | 2.52 | 0.75 | 3.38 | 2.71 | 3.75 | 3.34 | 4.22 | 2.74 | 4.19 | 3.79 | 4.28 | 4.85 | 3.86 | 3.78 | 3.82 | 3.41 | 3.99 | 3.84 |
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 - Optimal Moderate |
-6.18%
Feb 2006 - Feb 2009 |
-0.05%
Feb 2004 - Feb 2009 |
4.55%
Oct 2013 - Oct 2023 |
4.59%
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 - Optimal Moderate |
16.79%
Feb 2009 - Feb 2012 |
15.55%
Feb 2009 - Feb 2014 |
10.15%
Feb 2009 - Feb 2019 |
8.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart