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 |
|---|---|---|---|---|---|---|---|---|
| FEDEX CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -14.79% | -10.97% | -1.58% | 0.54% | 2.13% | 3.44% | 4.35% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEDEX CORPORATION RETIREMENT SAVINGS 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 (%) | -0.69 | -14.79 | -10.97 | -1.58 | 0.54 | 2.13 | 3.44 | 4.35 | NA | 9.66 | 6.23 | -14.82 | 8.60 | 16.66 | 6.46 | -2.59 | 12.18 | 5.57 | -5.24 | 1.12 | 14.44 | 5.22 | 2.09 | 1.20 | 8.26 | 2.67 | 9.27 | 13.41 | 1.90 | 11.45 | 17.30 | 4.86 | 4.90 |
| Sharpe Ratio | NA | 0.09 | -0.14 | 0.10 | 0.15 | NA | NA | 0.38 | 0.05 | 0.07 | 0.27 | -1.73 | 0.89 | 1.82 | 1.15 | -0.52 | 2.49 | 1.11 | -0.99 | 0.18 | 2.09 | 0.97 | 0.21 | 0.11 | 1.00 | 0.31 | 0.67 | 1.42 | -0.05 | 1.47 | 2.89 | 0.83 | 0.66 |
| Standard Deviation(%) | NA | 45.00 | 26.88 | 21.62 | 15.76 | NA | NA | 11.54 | 9.07 | 45.00 | 7.20 | 9.38 | 9.61 | 9.03 | 4.38 | 7.45 | 4.64 | 4.82 | 5.34 | 6.02 | 6.88 | 5.36 | 10.05 | 10.47 | 8.18 | 5.58 | 9.35 | 7.16 | 5.73 | 7.13 | 5.74 | 4.54 | 3.92 |
| Draw Down(%) | NA | 28.09 | 28.88 | 30.41 | 30.41 | NA | NA | 30.41 | 0.67 | 28.09 | 6.59 | 15.72 | 5.07 | 9.62 | 3.96 | 8.86 | 1.40 | 2.79 | 6.87 | 5.79 | 4.62 | 4.30 | 9.81 | 11.27 | 4.47 | 3.08 | 6.89 | 7.94 | 5.24 | 6.76 | 2.91 | 3.45 | 4.31 |
| Yield(%) | NA | 3.82 | 5.36 | 4.83 | 3.32 | NA | NA | 3.55 | NA | 0.28 | 4.18 | 4.73 | 6.73 | 3.64 | 5.28 | 2.27 | 0.10 | 1.60 | 1.57 | 3.14 | 2.13 | 3.09 | 2.45 | 2.71 | 3.54 | 4.37 | 4.32 | 5.78 | 4.99 | 2.60 | 3.37 | 3.58 | 5.09 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEDEX CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-10.86%
Oct 2021 - Oct 2024 |
-1.58%
Oct 2019 - Oct 2024 |
0.54%
Oct 2014 - Oct 2024 |
2.15%
Oct 2009 - Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEDEX CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
12.28%
Apr 2003 - Apr 2006 |
11.34%
Oct 2002 - Oct 2007 |
7.95%
Apr 2001 - Apr 2011 |
6.82%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart