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 Strategic Asset Allocation - Equal Weight Moderate | NA | 19.26% | 2.10% | 4.99% | 5.01% | 3.91% | 4.14% | 5.45% |
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 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 (%) | -1.29 | 19.26 | 2.10 | 4.99 | 5.01 | 3.91 | 4.14 | 5.45 | NA | 2.53 | 9.89 | -11.86 | 7.34 | 15.67 | 13.98 | -5.05 | 5.70 | 4.78 | 2.84 | 10.13 | 10.31 | 15.70 | -1.03 | -25.12 | 24.71 | -24.10 | 4.27 | 16.30 | 10.88 | 16.67 | 20.96 | 0.62 | 12.23 |
| Sharpe Ratio | NA | -0.37 | -0.40 | 0.16 | 0.28 | NA | NA | 0.26 | 0.03 | -0.48 | 0.71 | -1.09 | 0.92 | 0.93 | 1.88 | -0.82 | 1.04 | 0.58 | 0.36 | 1.77 | 1.42 | 2.08 | -0.07 | -0.57 | 1.09 | -0.99 | 0.12 | 1.82 | 1.32 | 2.02 | 3.03 | -0.06 | 1.15 |
| Standard Deviation(%) | NA | 8.32 | 9.68 | 11.16 | 9.35 | NA | NA | 14.20 | 5.09 | 8.42 | 7.97 | 12.13 | 7.92 | 16.66 | 6.69 | 7.79 | 4.86 | 7.89 | 7.86 | 5.71 | 7.25 | 7.53 | 15.41 | 44.27 | 22.58 | 25.35 | 10.79 | 7.14 | 6.59 | 7.80 | 6.70 | 8.86 | 8.64 |
| Draw Down(%) | NA | 8.82 | 17.05 | 20.33 | 20.64 | NA | NA | 39.79 | 0.35 | 8.82 | 7.08 | 17.91 | 4.67 | 20.33 | 4.54 | 10.06 | 3.74 | 6.45 | 6.60 | 3.75 | 7.13 | 5.62 | 14.83 | 34.93 | 18.09 | 35.61 | 6.84 | 6.25 | 3.74 | 7.53 | 6.14 | 13.53 | 10.32 |
| Yield(%) | NA | 6.18 | 5.56 | 5.36 | 4.56 | NA | NA | 4.41 | NA | 1.08 | 6.12 | 4.98 | 4.67 | 6.92 | 2.61 | 4.35 | 0.92 | 4.09 | 6.55 | 4.51 | 8.90 | 5.85 | 2.01 | 0.87 | 1.50 | 3.50 | 6.81 | 6.50 | 5.59 | 3.05 | 2.85 | 2.79 | 4.45 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-13.22%
Oct 2007 - Oct 2010 |
-6.10%
Sep 2006 - Sep 2011 |
0.83%
Jan 2007 - Jan 2017 |
1.39%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFINEON TECHNOLOGIES SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
19.42%
Mar 2003 - Mar 2006 |
15.47%
Oct 2002 - Oct 2007 |
8.00%
Sep 2011 - Sep 2021 |
5.52%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart