Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 08/31/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EQUIFAX INC. 401(k) PLAN Tactical Asset Allocation Moderate | NA | 4.94% | 8.33% | 6.11% | 9.35% | 11.66% | NA | 11.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQUIFAX INC. 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 08/31/2018.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 4.94 | 8.33 | 6.11 | 9.35 | 11.66 | NA | 11.65 | -1.52 | 15.26 | 2.70 | 1.20 | 0.82 | 15.75 | 13.10 | 3.67 | 15.27 | 26.66 | 1.86 | 19.12 | 18.75 | 13.83 | 14.75 | 30.33 | 5.79 | 1.80 |
| Sharpe Ratio | NA | -0.28 | 0.69 | 0.49 | 0.94 | NA | NA | 1.11 | -0.29 | 3.17 | 0.30 | 0.13 | 0.10 | 2.24 | 1.78 | 0.25 | 1.30 | 2.21 | 0.16 | 1.29 | 1.57 | 1.73 | 1.60 | 5.45 | 0.99 | -0.09 |
| Standard Deviation(%) | NA | 8.62 | 7.58 | 7.93 | 9.57 | NA | NA | 8.87 | 9.03 | 4.62 | 8.38 | 8.84 | 8.39 | 7.02 | 7.32 | 14.78 | 11.72 | 12.05 | 5.93 | 12.50 | 9.84 | 6.75 | 8.64 | 5.44 | 4.74 | 5.66 |
| Draw Down(%) | NA | 11.85 | 11.85 | 11.85 | 12.47 | NA | NA | 12.62 | 11.85 | 1.85 | 6.71 | 9.62 | 9.43 | 7.63 | 5.88 | 12.47 | 7.98 | 5.42 | 4.96 | 9.68 | 12.48 | 5.63 | 12.62 | 1.94 | 3.12 | 5.27 |
| Yield(%) | NA | 2.09 | 3.26 | 3.48 | 3.50 | NA | NA | 0.00 | 0.98 | 2.50 | 4.53 | 4.92 | 2.23 | 4.93 | 4.28 | 1.86 | 4.46 | 5.12 | 3.95 | 12.09 | 11.92 | 5.15 | 3.52 | 4.55 | 4.52 | 8.08 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQUIFAX INC. 401(k) PLAN Tactical Asset Allocation Moderate |
1.34%
Feb 2014 - Feb 2017 |
4.05%
Oct 2013 - Oct 2018 |
8.95%
Oct 2007 - Oct 2017 |
10.87%
Oct 2003 - Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQUIFAX INC. 401(k) PLAN Tactical Asset Allocation Moderate |
21.60%
Jan 2003 - Jan 2006 |
20.50%
Oct 2002 - Oct 2007 |
16.05%
Apr 2003 - Apr 2013 |
12.85%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart