Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIACOM 401(k) PLAN Tactical Asset Allocation Moderate | NA | 18.91% | 2.62% | 6.87% | 5.03% | 6.41% | 8.82% | 8.75% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIACOM 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
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 | 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 (%) | -0.81 | 18.91 | 2.62 | 6.87 | 5.03 | 6.41 | 8.82 | 8.75 | NA | 7.58 | 14.14 | -13.24 | 12.87 | 10.92 | 19.03 | -11.92 | 11.31 | 6.73 | -3.20 | 6.23 | 12.03 | 10.95 | 4.15 | 9.77 | 13.65 | 7.45 | 20.67 | 20.02 | 16.45 | 16.59 | 22.01 | -2.40 | -1.21 |
| Sharpe Ratio | NA | 0.30 | -0.12 | 0.30 | 0.33 | NA | NA | 0.75 | 0.04 | 0.11 | 1.34 | -1.10 | 1.33 | 0.67 | 2.55 | -1.30 | 2.27 | 0.80 | -0.37 | 0.90 | 1.58 | 1.35 | 0.30 | 0.87 | 1.28 | 0.90 | 1.31 | 1.63 | 2.05 | 1.83 | 3.11 | -0.57 | -0.50 |
| Standard Deviation(%) | NA | 8.74 | 10.15 | 11.46 | 9.86 | NA | NA | 9.49 | 9.18 | 8.84 | 7.38 | 13.27 | 9.68 | 15.89 | 6.90 | 10.15 | 4.71 | 8.21 | 8.75 | 6.92 | 7.61 | 8.09 | 13.59 | 11.09 | 10.62 | 7.23 | 13.52 | 10.29 | 6.98 | 8.56 | 6.86 | 6.14 | 7.01 |
| Draw Down(%) | NA | 5.46 | 16.95 | 21.10 | 21.10 | NA | NA | 21.10 | 0.74 | 5.46 | 6.04 | 17.85 | 4.46 | 21.10 | 2.97 | 18.63 | 2.15 | 5.80 | 9.50 | 5.40 | 4.80 | 6.11 | 10.37 | 8.86 | 7.69 | 4.36 | 9.19 | 13.88 | 5.16 | 10.22 | 5.27 | 7.72 | 9.74 |
| Yield(%) | NA | 2.26 | 3.01 | 2.50 | 2.48 | NA | NA | 0.00 | NA | 1.32 | 2.21 | 2.73 | 3.25 | 1.71 | 2.18 | 2.07 | 1.91 | 2.93 | 2.46 | 2.87 | 2.43 | 3.87 | 2.17 | 2.55 | 4.09 | 4.39 | 3.99 | 3.86 | 4.04 | 4.12 | 4.89 | 5.37 | 4.75 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIACOM 401(k) PLAN Tactical Asset Allocation Moderate |
0.44%
Mar 2017 - Mar 2020 |
0.85%
Mar 2015 - Mar 2020 |
4.04%
Oct 2013 - Oct 2023 |
5.74%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIACOM 401(k) PLAN Tactical Asset Allocation Moderate |
24.04%
Oct 2004 - Oct 2007 |
20.02%
Feb 2003 - Feb 2008 |
14.31%
Apr 2003 - Apr 2013 |
11.75%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart