Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EQUIFAX INC. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | -4.76% | 2.92% | 3.10% | 7.26% | 6.32% | NA | 6.93% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQUIFAX INC. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/31/2018 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2018.
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 (%) | 1.07 | -4.76 | 2.92 | 3.10 | 7.26 | 6.32 | NA | 6.93 | -6.53 | 11.70 | 3.85 | 1.77 | 3.70 | 6.44 | 11.34 | -0.55 | 13.42 | 29.46 | -24.90 | 8.61 | 14.68 | 10.51 | 14.77 | 22.99 | 2.14 | 4.25 |
| Sharpe Ratio | NA | -0.99 | 0.28 | 0.32 | 0.71 | NA | NA | 0.55 | -1.00 | 2.60 | 0.42 | 0.22 | 0.64 | 0.99 | 1.92 | -0.05 | 1.37 | 1.51 | -1.13 | 0.52 | 1.55 | 1.48 | 2.04 | 4.01 | 0.17 | 0.32 |
| Standard Deviation(%) | NA | 7.89 | 7.18 | 7.05 | 9.66 | NA | NA | 10.04 | 7.89 | 4.27 | 8.59 | 7.79 | 5.79 | 6.48 | 5.89 | 11.57 | 9.71 | 19.49 | 22.76 | 10.73 | 7.36 | 5.63 | 6.78 | 5.57 | 6.30 | 6.17 |
| Draw Down(%) | NA | 10.89 | 10.89 | 10.89 | 17.73 | NA | NA | 39.28 | 10.89 | 1.99 | 7.16 | 7.38 | 4.72 | 7.90 | 4.91 | 11.32 | 7.37 | 17.73 | 38.11 | 7.35 | 7.82 | 4.00 | 8.86 | 4.38 | 10.32 | 7.87 |
| Yield(%) | NA | 2.60 | 2.36 | 3.07 | 3.21 | NA | NA | 4.14 | 2.59 | 0.43 | 4.03 | 4.56 | 3.83 | 2.34 | 3.25 | 2.64 | 4.25 | 3.89 | 5.61 | 7.49 | 8.19 | 4.00 | 4.64 | 3.64 | 4.53 | 4.65 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQUIFAX INC. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
-7.62%
Feb 2006 - Feb 2009 |
0.03%
Feb 2004 - Feb 2009 |
4.29%
Oct 2007 - Oct 2017 |
6.31%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQUIFAX INC. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
20.49%
Feb 2009 - Feb 2012 |
15.77%
Oct 2002 - Oct 2007 |
9.51%
Mar 2003 - Mar 2013 |
8.02%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart