Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 03/31/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACI WORLDWIDE INC 401K PLAN Tactical Asset Allocation Moderate | NA | -4.85% | 10.87% | 6.73% | 7.35% | 8.95% | 9.41% | 9.05% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACI WORLDWIDE INC 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/30/2023 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 03/31/2023.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 2.42 | -4.85 | 10.87 | 6.73 | 7.35 | 8.95 | 9.41 | 9.05 | 5.32 | -11.56 | 11.96 | 15.96 | 19.16 | -3.29 | 12.56 | 7.85 | 1.60 | 7.74 | 19.10 | 12.39 | 1.43 | 21.46 | 20.06 | 2.72 | 7.65 | 8.39 | 8.12 | 14.10 | 12.01 | 4.08 | 8.57 |
| Sharpe Ratio | NA | -0.15 | 0.54 | 0.40 | 0.62 | NA | NA | 0.83 | 0.32 | -0.87 | 1.28 | 0.84 | 2.72 | -0.45 | 2.43 | 0.89 | 0.18 | 1.05 | 2.42 | 1.52 | 0.09 | 2.04 | 2.22 | 0.30 | 0.50 | 0.66 | 0.73 | 1.67 | 1.67 | 0.53 | 0.99 |
| Standard Deviation(%) | NA | 13.71 | 12.03 | 12.74 | 10.60 | NA | NA | 9.62 | 10.58 | 14.90 | 9.32 | 18.78 | 6.52 | 10.34 | 4.91 | 8.59 | 8.91 | 7.35 | 7.89 | 8.09 | 15.46 | 10.47 | 9.01 | 5.97 | 9.32 | 7.74 | 8.16 | 7.88 | 6.79 | 5.64 | 6.33 |
| Draw Down(%) | NA | 11.21 | 17.05 | 21.81 | 21.81 | NA | NA | 21.81 | 8.08 | 16.03 | 4.42 | 21.81 | 3.21 | 12.84 | 2.29 | 7.71 | 7.93 | 4.78 | 5.72 | 5.61 | 13.92 | 7.89 | 4.32 | 5.01 | 6.47 | 6.76 | 4.70 | 5.91 | 5.24 | 3.40 | 4.10 |
| Yield(%) | NA | 4.90 | 3.64 | 3.86 | 4.09 | NA | NA | 0.00 | 0.63 | 4.08 | 3.46 | 2.82 | 4.97 | 3.64 | 4.16 | 3.74 | 5.96 | 5.98 | 2.60 | 4.92 | 3.67 | 4.73 | 4.89 | 9.12 | 5.09 | 6.65 | 2.15 | 4.96 | 3.35 | 5.49 | 7.99 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACI WORLDWIDE INC 401K PLAN Tactical Asset Allocation Moderate |
3.42%
Mar 2017 - Mar 2020 |
3.72%
Mar 2015 - Mar 2020 |
7.29%
Apr 2013 - Apr 2023 |
8.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACI WORLDWIDE INC 401K PLAN Tactical Asset Allocation Moderate |
16.22%
May 2008 - May 2011 |
15.19%
Nov 2008 - Nov 2013 |
11.70%
Aug 2004 - Aug 2014 |
10.66%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart