Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TD BANK 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 3.14% | 9.00% | 6.76% | 6.47% | 8.38% | 7.23% | 7.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TD BANK 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
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 | 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 (%) | -0.68 | 3.14 | 9.00 | 6.76 | 6.47 | 8.38 | 7.23 | 7.78 | 0.83 | 15.48 | -2.78 | 15.98 | 11.07 | 14.79 | -6.71 | 6.69 | 14.83 | 0.86 | 7.17 | 16.09 | 13.58 | 0.83 | 11.03 | 26.33 | -16.56 | 7.16 | 10.21 | 5.88 | 9.65 | 22.71 | -1.45 | 11.69 |
| Sharpe Ratio | NA | 0.80 | 0.72 | 0.64 | 0.61 | NA | NA | 0.68 | 0.08 | 1.17 | -0.32 | 1.80 | 0.50 | 1.86 | -0.89 | 1.15 | 1.55 | 0.09 | 1.02 | 2.46 | 2.35 | 0.08 | 1.34 | 1.73 | -1.01 | 0.66 | 1.16 | 0.67 | 1.47 | 2.46 | -0.21 | 1.03 |
| Standard Deviation(%) | NA | 9.36 | 10.53 | 13.07 | 10.95 | NA | NA | 10.30 | 6.67 | 9.58 | 12.99 | 8.88 | 21.59 | 7.22 | 9.01 | 5.25 | 9.43 | 9.80 | 7.03 | 6.53 | 5.75 | 10.70 | 8.15 | 15.20 | 17.32 | 6.29 | 5.97 | 5.51 | 5.92 | 8.97 | 12.27 | 9.15 |
| Draw Down(%) | NA | 7.88 | 12.64 | 25.63 | 25.63 | NA | NA | 29.54 | 1.57 | 7.88 | 12.64 | 4.25 | 25.63 | 4.21 | 12.97 | 3.07 | 7.39 | 8.95 | 5.78 | 5.55 | 4.24 | 11.00 | 6.88 | 16.83 | 28.19 | 4.06 | 5.27 | 3.64 | 5.21 | 8.55 | 16.90 | 9.04 |
| Yield(%) | NA | 5.23 | 5.22 | 5.32 | 5.60 | NA | NA | 5.13 | 0.00 | 5.55 | 5.70 | 4.64 | 5.64 | 5.52 | 5.32 | 0.98 | 5.36 | 10.37 | 6.98 | 2.61 | 5.29 | 3.15 | 4.88 | 4.04 | 6.23 | 6.63 | 5.22 | 3.88 | 4.93 | 3.37 | 3.89 | 7.92 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD BANK 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.55%
Feb 2006 - Feb 2009 |
0.01%
Feb 2004 - Feb 2009 |
5.23%
Mar 2010 - Mar 2020 |
5.72%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD BANK 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.34%
Feb 2009 - Feb 2012 |
15.83%
Feb 2009 - Feb 2014 |
10.49%
Feb 2009 - Feb 2019 |
9.36%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart