Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 07/31/2015.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Fidelity National Information Services Inc 401k PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 4.17% | 8.98% | 9.54% | 9.48% | NA | NA | 9.81% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity National Information Services Inc 401k PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 10/29/2015 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 07/31/2015.
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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 4.17 | 8.98 | 9.54 | 9.48 | NA | NA | 9.81 | -1.81 | 3.99 | 16.30 | 13.79 | 3.63 | 11.33 | 9.58 | 8.05 | 9.81 | 13.63 | 8.13 | 16.46 | 24.97 | -1.16 | 0.77 |
| Sharpe Ratio | NA | 0.04 | 0.87 | 0.76 | 0.90 | NA | NA | 0.93 | -0.21 | 0.52 | 2.14 | 1.56 | 0.23 | 1.07 | 0.99 | 1.35 | 0.72 | 1.32 | 0.91 | 2.06 | 3.94 | -0.35 | -0.24 |
| Standard Deviation(%) | NA | 8.44 | 7.94 | 10.23 | 9.45 | NA | NA | 8.65 | 8.76 | 7.70 | 7.61 | 8.81 | 15.78 | 10.51 | 9.58 | 5.26 | 9.53 | 7.82 | 6.53 | 7.54 | 6.16 | 6.39 | 6.51 |
| Draw Down(%) | NA | 10.65 | 10.65 | 13.97 | 13.97 | NA | NA | 13.97 | 10.65 | 5.05 | 4.80 | 6.09 | 13.97 | 8.98 | 6.82 | 3.65 | 7.67 | 9.55 | 5.42 | 7.85 | 3.70 | 5.49 | 8.24 |
| Yield(%) | NA | 8.53 | 4.90 | 4.21 | 4.77 | NA | NA | 0.00 | 0.62 | 8.86 | 3.07 | 3.74 | 4.05 | 2.59 | 5.25 | 3.84 | 8.80 | 6.42 | 3.75 | 4.03 | 3.87 | 4.60 | 4.88 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity National Information Services Inc 401k PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
5.49%
Sep 2012 - Sep 2015 |
7.42%
Sep 2010 - Sep 2015 |
8.47%
Sep 2005 - Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity National Information Services Inc 401k PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
19.57%
Apr 2003 - Apr 2006 |
15.22%
Oct 2002 - Oct 2007 |
12.61%
Apr 2003 - Apr 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart