Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES Asset Allocation Composite Moderate | NA | 15.78% | 2.36% | 6.20% | 4.65% | 5.36% | 6.01% | 6.54% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 0.68 | 15.78 | 2.36 | 6.20 | 4.65 | 5.36 | 6.01 | 6.54 | NA | 6.21 | 10.47 | -13.09 | 10.93 | 13.42 | 15.02 | -4.90 | 10.52 | 2.48 | -4.93 | 5.18 | 10.71 | 10.66 | -1.69 | 6.97 | 14.96 | -0.94 | 4.21 | 15.32 | 8.05 | 12.73 | 21.16 | -2.18 | 2.31 |
| Sharpe Ratio | NA | 0.25 | -0.16 | 0.45 | 0.31 | NA | NA | 0.58 | 0.18 | -0.05 | 0.75 | -1.42 | 1.28 | 1.33 | 2.16 | -0.77 | 2.17 | 0.31 | -0.65 | 0.78 | 1.42 | 1.25 | -0.10 | 0.67 | 1.45 | -0.45 | 0.11 | 1.52 | 0.82 | 1.53 | 3.33 | -0.88 | 0.01 |
| Standard Deviation(%) | NA | 7.53 | 8.57 | 8.90 | 8.00 | NA | NA | 8.31 | 6.97 | 7.73 | 8.30 | 10.16 | 8.51 | 9.92 | 6.30 | 8.07 | 4.55 | 7.34 | 7.57 | 6.63 | 7.50 | 8.48 | 16.45 | 10.30 | 10.26 | 4.14 | 11.22 | 7.92 | 7.15 | 7.72 | 6.15 | 3.75 | 0.05 |
| Draw Down(%) | NA | 4.88 | 11.92 | 15.10 | 15.10 | NA | NA | 15.99 | 1.58 | 4.21 | 8.00 | 14.13 | 4.55 | 6.65 | 3.03 | 11.17 | 1.97 | 5.31 | 9.93 | 5.52 | 6.58 | 6.61 | 15.99 | 8.10 | 4.99 | 6.38 | 7.74 | 7.34 | 4.23 | 8.25 | 2.30 | 4.94 | 0.00 |
| Yield(%) | NA | 3.54 | 2.46 | 2.15 | 1.93 | NA | NA | 1.77 | NA | 0.84 | 3.50 | 1.73 | 1.41 | 1.32 | 2.46 | 1.85 | 2.00 | 1.37 | 1.38 | 1.74 | 1.00 | 1.41 | 1.27 | 0.92 | 1.42 | 0.71 | 2.43 | 2.79 | 2.31 | 1.54 | 1.81 | 1.11 | 2.31 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES Asset Allocation Composite Moderate |
-0.46%
Apr 2021 - Apr 2024 |
1.50%
Dec 2013 - Dec 2018 |
3.17%
Oct 2013 - Oct 2023 |
4.45%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES Asset Allocation Composite Moderate |
16.76%
Apr 2003 - Apr 2006 |
13.44%
Oct 2002 - Oct 2007 |
9.55%
Apr 2003 - Apr 2013 |
7.61%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart