Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INFINEON TECHNOLOGIES SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 23.05% | 2.57% | 7.95% | 8.47% | 8.91% | 9.25% | 8.97% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFINEON TECHNOLOGIES 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 (%) | -1.02 | 23.05 | 2.57 | 7.95 | 8.47 | 8.91 | 9.25 | 8.97 | NA | 3.20 | 14.17 | -13.96 | 3.40 | 26.79 | 21.83 | 2.62 | 10.74 | 9.75 | 2.04 | 5.53 | 17.49 | 14.67 | -0.71 | 8.90 | 14.60 | -1.59 | 11.45 | 19.71 | 8.55 | 11.00 | 12.05 | -0.84 | 5.67 |
| Sharpe Ratio | NA | -0.29 | -0.28 | 0.24 | 0.53 | NA | NA | 0.74 | -0.03 | -0.32 | 1.23 | -1.21 | 0.31 | 1.33 | 3.46 | 0.12 | 2.00 | 1.12 | 0.23 | 0.67 | 2.49 | 1.85 | -0.05 | 0.77 | 1.81 | -2.30 | 0.79 | 2.10 | 0.96 | 1.21 | 1.95 | -0.51 | 2.93 |
| Standard Deviation(%) | NA | 10.41 | 10.56 | 13.07 | 10.85 | NA | NA | 9.42 | 7.95 | 10.49 | 8.08 | 12.62 | 10.84 | 19.98 | 5.90 | 10.57 | 5.06 | 8.52 | 8.90 | 8.22 | 7.01 | 7.92 | 15.45 | 11.40 | 8.00 | 1.09 | 10.67 | 7.83 | 6.67 | 8.31 | 5.81 | 3.85 | 1.15 |
| Draw Down(%) | NA | 9.96 | 16.31 | 20.78 | 20.78 | NA | NA | 20.78 | 0.75 | 9.72 | 6.17 | 17.97 | 8.24 | 20.78 | 2.29 | 12.89 | 2.44 | 6.84 | 8.26 | 8.97 | 6.93 | 5.79 | 14.11 | 7.50 | 4.42 | 2.46 | 6.62 | 6.60 | 4.04 | 9.45 | 4.69 | 3.98 | 0.46 |
| Yield(%) | NA | 5.61 | 5.44 | 5.82 | 5.75 | NA | NA | 0.00 | NA | 1.27 | 5.64 | 4.08 | 5.80 | 8.74 | 6.51 | 7.27 | 6.07 | 5.42 | 5.89 | 4.31 | 4.97 | 3.89 | 4.18 | 1.07 | 2.77 | 1.89 | 4.87 | 7.30 | 6.49 | 2.95 | 3.08 | 3.39 | 4.89 |
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 |
|---|---|---|---|---|
| INFINEON TECHNOLOGIES SAVINGS PLAN Tactical Asset Allocation Moderate |
0.24%
Sep 2020 - Sep 2023 |
5.21%
Sep 2018 - Sep 2023 |
6.91%
Oct 2013 - Oct 2023 |
7.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFINEON TECHNOLOGIES SAVINGS PLAN Tactical Asset Allocation Moderate |
16.89%
Dec 2018 - Dec 2021 |
15.23%
Feb 2016 - Feb 2021 |
11.37%
Sep 2011 - Sep 2021 |
10.62%
Dec 2005 - Dec 2020 |
Annualized Rolling Returns Comparison Chart