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 - Optimal Moderate | NA | 25.37% | 1.93% | 8.62% | 7.66% | 8.38% | 7.19% | 7.86% |
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 - 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 (%) | -1.21 | 25.37 | 1.93 | 8.62 | 7.66 | 8.38 | 7.19 | 7.86 | NA | 5.44 | 12.19 | -15.59 | 8.44 | 33.20 | 18.59 | -1.11 | 7.00 | 6.28 | 2.46 | 7.63 | 15.47 | 11.55 | -0.38 | 11.75 | 20.46 | -23.62 | 5.97 | 11.99 | 9.28 | 13.72 | 21.06 | -2.32 | 11.67 |
| Sharpe Ratio | NA | -0.01 | -0.33 | 0.41 | 0.52 | NA | NA | 0.54 | 0.00 | -0.13 | 0.85 | -1.19 | 1.04 | 1.81 | 2.14 | -0.24 | 1.28 | 0.76 | 0.30 | 1.26 | 2.23 | 1.46 | -0.03 | 0.97 | 1.07 | -1.04 | 0.31 | 1.23 | 1.17 | 1.80 | 2.34 | -0.30 | 1.08 |
| Standard Deviation(%) | NA | 8.75 | 11.11 | 12.41 | 10.41 | NA | NA | 11.22 | 5.64 | 8.86 | 9.36 | 14.28 | 8.08 | 18.21 | 8.04 | 9.90 | 4.97 | 8.00 | 7.99 | 6.05 | 6.92 | 7.90 | 14.72 | 12.03 | 18.95 | 23.49 | 9.71 | 7.11 | 6.06 | 7.10 | 8.71 | 11.51 | 8.70 |
| Draw Down(%) | NA | 7.35 | 21.61 | 22.25 | 22.25 | NA | NA | 38.14 | 0.50 | 7.31 | 9.37 | 22.25 | 4.44 | 20.83 | 4.04 | 11.50 | 3.64 | 6.76 | 6.45 | 4.19 | 6.27 | 5.90 | 14.03 | 8.89 | 17.69 | 33.82 | 6.70 | 8.25 | 4.01 | 5.79 | 6.55 | 17.23 | 10.38 |
| Yield(%) | NA | 5.70 | 4.97 | 5.24 | 4.70 | NA | NA | 3.68 | NA | 0.95 | 5.30 | 4.75 | 3.64 | 8.43 | 2.99 | 6.89 | 0.67 | 3.46 | 6.58 | 4.37 | 5.25 | 1.89 | 2.42 | 1.31 | 0.71 | 3.10 | 4.63 | 5.39 | 3.34 | 2.22 | 1.49 | 1.27 | 3.52 |
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 - Optimal Moderate |
-8.24%
Feb 2006 - Feb 2009 |
-0.87%
Feb 2004 - Feb 2009 |
4.89%
Feb 2006 - Feb 2016 |
5.34%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFINEON TECHNOLOGIES SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
19.65%
Dec 2018 - Dec 2021 |
15.08%
Feb 2009 - Feb 2014 |
10.74%
Sep 2011 - Sep 2021 |
9.76%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart