Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AT&T Retirement Savings Plan Asset Allocation Composite Moderate | NA | 26.42% | 13.22% | 11.38% | 8.14% | 8.38% | 8.81% | 9.07% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AT&T Retirement Savings Plan Asset Allocation Composite Moderate | 12/31/2000 | 02/27/2025 |
| 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 (%) | 0.86 | 26.42 | 13.22 | 11.38 | 8.14 | 8.38 | 8.81 | 9.07 | NA | 17.26 | 23.09 | -4.14 | 9.72 | 7.01 | 14.95 | -6.00 | 14.60 | 7.33 | -1.03 | 2.03 | 14.21 | 15.19 | -2.95 | 14.42 | 16.33 | 2.35 | 9.03 | 14.24 | 8.05 | 12.88 | 22.45 | 0.24 | 0.65 |
| Sharpe Ratio | NA | 1.50 | 1.06 | 0.85 | 0.67 | NA | NA | 0.85 | 0.40 | 1.49 | 2.62 | -0.45 | 1.22 | 0.39 | 2.30 | -0.85 | 3.24 | 0.80 | -0.12 | 0.32 | 1.98 | 1.81 | -0.20 | 1.27 | 1.78 | 7.00 | 0.60 | 1.51 | 0.98 | 1.72 | 3.72 | -0.26 | -0.54 |
| Standard Deviation(%) | NA | 7.17 | 9.01 | 11.02 | 9.48 | NA | NA | 8.60 | 6.85 | 7.15 | 7.18 | 12.14 | 7.96 | 17.40 | 5.89 | 8.64 | 4.32 | 8.87 | 8.80 | 6.38 | 7.17 | 8.35 | 14.71 | 11.31 | 9.11 | 0.20 | 10.00 | 7.24 | 5.98 | 6.95 | 5.85 | 3.34 | 3.06 |
| Draw Down(%) | NA | 4.36 | 11.21 | 18.78 | 21.76 | NA | NA | 21.76 | 1.41 | 4.21 | 4.65 | 13.58 | 3.80 | 21.76 | 3.16 | 12.10 | 1.33 | 6.89 | 8.97 | 5.93 | 5.86 | 7.01 | 14.29 | 9.41 | 4.70 | 0.19 | 7.26 | 8.02 | 4.30 | 6.22 | 3.46 | 2.61 | 5.52 |
| Yield(%) | NA | 14.93 | 9.15 | 6.84 | 4.75 | NA | NA | 4.25 | NA | 4.77 | 13.94 | 6.42 | 1.83 | 3.46 | 3.23 | 2.11 | 3.18 | 2.89 | 1.95 | 3.51 | 3.48 | 5.14 | 2.33 | 4.17 | 3.75 | 2.55 | 3.54 | 4.46 | 4.64 | 4.39 | 3.85 | 5.03 | 3.17 |
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 |
|---|---|---|---|---|
| AT&T Retirement Savings Plan Asset Allocation Composite Moderate |
0.93%
Mar 2017 - Mar 2020 |
2.23%
Mar 2015 - Mar 2020 |
4.86%
Sep 2012 - Sep 2022 |
5.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AT&T Retirement Savings Plan Asset Allocation Composite Moderate |
16.30%
Apr 2003 - Apr 2006 |
13.51%
Oct 2002 - Oct 2007 |
11.46%
Apr 2003 - Apr 2013 |
9.84%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart