Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Nokia Retirement Savings and Investment Plan Strategic Asset Allocation - Optimal Moderate | NA | 23.86% | 1.49% | 6.55% | 6.11% | 7.54% | 7.11% | 7.59% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nokia Retirement Savings and Investment 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 (%) | -1.08 | 23.86 | 1.49 | 6.55 | 6.11 | 7.54 | 7.11 | 7.59 | NA | 8.29 | 12.57 | -16.42 | 5.73 | 20.45 | 20.04 | -4.95 | 11.19 | 6.05 | 0.75 | 5.04 | 16.06 | 13.70 | -1.22 | 15.21 | 25.54 | -21.77 | 9.87 | 10.98 | 9.89 | 13.45 | 22.00 | -0.78 | 5.04 |
| Sharpe Ratio | NA | 0.33 | -0.25 | 0.22 | 0.40 | NA | NA | 0.54 | 0.05 | 0.19 | 0.89 | -1.20 | 0.59 | 1.10 | 2.68 | -0.64 | 2.37 | 0.70 | 0.08 | 0.73 | 2.29 | 1.82 | -0.08 | 1.29 | 1.52 | -1.06 | 0.75 | 1.07 | 1.17 | 1.54 | 2.48 | -0.18 | 0.36 |
| Standard Deviation(%) | NA | 8.95 | 11.39 | 12.81 | 10.61 | NA | NA | 10.97 | 8.44 | 8.99 | 9.32 | 14.87 | 9.65 | 18.36 | 6.96 | 9.77 | 4.46 | 8.32 | 8.65 | 6.84 | 7.00 | 7.49 | 15.34 | 11.73 | 16.79 | 21.50 | 9.12 | 7.19 | 6.59 | 8.13 | 8.60 | 10.61 | 7.52 |
| Draw Down(%) | NA | 6.16 | 21.43 | 22.42 | 22.42 | NA | NA | 34.99 | 0.70 | 6.16 | 9.94 | 21.97 | 6.97 | 22.24 | 3.34 | 12.36 | 2.27 | 7.50 | 8.10 | 5.00 | 6.21 | 5.97 | 16.03 | 8.54 | 17.62 | 33.40 | 6.13 | 7.76 | 3.91 | 6.64 | 7.13 | 14.00 | 9.23 |
| Yield(%) | NA | 4.81 | 5.17 | 4.85 | 4.17 | NA | NA | 4.19 | NA | 0.98 | 4.41 | 5.45 | 4.23 | 3.95 | 5.10 | 4.28 | 0.48 | 3.06 | 5.29 | 4.73 | 3.83 | 4.08 | 2.23 | 4.01 | 3.65 | 6.51 | 5.91 | 5.17 | 3.70 | 4.42 | 2.67 | 3.68 | 4.60 |
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 |
|---|---|---|---|---|
| Nokia Retirement Savings and Investment Plan Strategic Asset Allocation - Optimal Moderate |
-5.92%
Feb 2006 - Feb 2009 |
0.52%
Feb 2004 - Feb 2009 |
4.57%
Oct 2013 - Oct 2023 |
5.09%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nokia Retirement Savings and Investment Plan Strategic Asset Allocation - Optimal Moderate |
19.32%
Feb 2009 - Feb 2012 |
16.54%
Feb 2009 - Feb 2014 |
10.40%
Feb 2009 - Feb 2019 |
9.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart