Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACANDREWS and FORBES GROUP LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES Strategic Asset Allocation – Optimal Moderate | 4.64% | 4.78% | 6.68% | 2.21% | 6.38% | 5.54% | 5.66% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACANDREWS and FORBES GROUP LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.29 | 4.78 | 6.68 | 2.21 | 6.38 | 5.54 | 5.66 | … | … | 4.64 | 1.89 | 5.32 | 11.13 | -15.20 | 6.74 | 13.11 | 17.98 | -4.30 | 15.19 | 7.24 | -2.12 | 3.03 | 10.61 | 14.54 | 2.43 | 13.97 | 27.91 | -23.26 | 7.72 | 9.13 | 4.35 | 13.87 | 22.22 | -2.43 | 12.54 |
| Sharpe Ratio | NA | 0.18 | 0.26 | -0.09 | 0.39 | NA | NA | … | … | 0.30 | -0.07 | 0.21 | 0.85 | -1.25 | 0.90 | 0.78 | 2.60 | -0.66 | 3.46 | 0.84 | -0.27 | 0.54 | 1.64 | 2.14 | 0.20 | 1.32 | 1.80 | -1.17 | 0.53 | 0.91 | 0.35 | 1.75 | 2.59 | -0.30 | 1.01 |
| Standard Deviation(%) | NA | 13.80 | 11.05 | 10.97 | 10.31 | NA | NA | … | … | 10.34 | 14.63 | 8.25 | 8.79 | 13.25 | 7.47 | 16.46 | 6.34 | 8.56 | 4.20 | 8.41 | 8.00 | 5.62 | 6.46 | 6.77 | 12.08 | 10.55 | 15.44 | 20.66 | 8.54 | 6.31 | 5.99 | 7.35 | 8.29 | 11.93 | 10.00 |
| Draw Down(%) | NA | 11.09 | 12.82 | 23.27 | 23.27 | NA | NA | … | … | 7.70 | 11.09 | 6.67 | 8.95 | 21.05 | 5.37 | 22.26 | 3.24 | 10.83 | 1.78 | 7.29 | 9.53 | 5.72 | 7.09 | 5.47 | 11.55 | 8.50 | 15.18 | 33.49 | 5.22 | 5.11 | 4.48 | 6.10 | 4.52 | 17.85 | 10.54 |
| Yield(%) | NA | 4.21 | 4.77 | 4.14 | 3.72 | NA | NA | … | … | NA | NA | 0.28 | 4.60 | 5.81 | 3.59 | 3.13 | 3.24 | 3.46 | 3.44 | 2.71 | 3.74 | 3.47 | 2.75 | 3.60 | 5.63 | 3.22 | 2.22 | 5.16 | 3.11 | 3.50 | 9.07 | 10.34 | 2.68 | 1.73 | 7.36 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACANDREWS and FORBES GROUP LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES Strategic Asset Allocation |
-6.83%
Feb 2006 – Feb 2009 |
-1.17%
Feb 2004 – Feb 2009 |
3.73%
Oct 2013 – Oct 2023 |
4.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACANDREWS and FORBES GROUP LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES Strategic Asset Allocation |
20.44%
Feb 2009 – Feb 2012 |
15.99%
Feb 2009 – Feb 2014 |
10.26%
Feb 2009 – Feb 2019 |
8.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart