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 Strategic Asset Allocation - Equal Weight Moderate | NA | 0.19% | -2.37% | 6.07% | 5.73% | 6.62% | 6.29% | 6.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEDEX CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight 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 | 0.19 | -2.37 | 6.07 | 5.73 | 6.62 | 6.29 | 6.36 | NA | 5.74 | 12.56 | -10.25 | 7.69 | 27.65 | 21.11 | -7.21 | 13.37 | 5.50 | 1.89 | 2.59 | 13.11 | 10.14 | 1.51 | 11.71 | 21.12 | -19.09 | 8.85 | 11.94 | 6.21 | 11.26 | 21.09 | -5.70 | 1.14 |
| Sharpe Ratio | NA | 0.01 | -0.08 | 0.33 | 0.44 | NA | NA | 0.50 | 0.07 | -0.03 | 1.07 | -0.90 | 0.72 | 1.50 | 2.60 | -0.84 | 2.99 | 0.58 | 0.21 | 0.35 | 2.07 | 1.74 | 0.14 | 1.29 | 1.64 | -1.24 | 0.71 | 1.35 | 0.75 | 1.67 | 2.87 | -0.66 | -0.13 |
| Standard Deviation(%) | NA | 26.11 | 17.41 | 16.47 | 13.01 | NA | NA | 10.91 | 6.40 | 26.12 | 7.78 | 12.87 | 10.66 | 18.29 | 7.58 | 10.11 | 4.26 | 9.12 | 8.78 | 7.41 | 6.30 | 5.79 | 10.50 | 8.98 | 12.81 | 16.15 | 8.31 | 6.40 | 5.37 | 6.18 | 7.11 | 10.25 | 9.14 |
| Draw Down(%) | NA | 17.90 | 17.90 | 19.79 | 19.79 | NA | NA | 29.22 | 0.50 | 17.90 | 7.06 | 17.64 | 8.17 | 19.79 | 4.51 | 13.69 | 1.40 | 7.96 | 9.48 | 5.72 | 5.60 | 4.46 | 9.21 | 6.70 | 12.60 | 28.62 | 5.47 | 6.82 | 3.72 | 6.22 | 5.94 | 15.37 | 11.21 |
| Yield(%) | NA | 4.10 | 4.86 | 4.10 | 3.36 | NA | NA | 3.71 | NA | 0.72 | 4.16 | 5.25 | 4.34 | 2.69 | 3.42 | 2.99 | 0.31 | 2.50 | 4.00 | 3.36 | 2.29 | 3.09 | 2.89 | 2.74 | 3.16 | 5.42 | 5.61 | 6.11 | 5.69 | 3.52 | 3.20 | 3.05 | 4.86 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEDEX CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.22%
Feb 2006 - Feb 2009 |
0.65%
Feb 2004 - Feb 2009 |
5.07%
Feb 2006 - Feb 2016 |
5.47%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEDEX CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.52%
Dec 2018 - Dec 2021 |
13.47%
Feb 2009 - Feb 2014 |
9.34%
Sep 2011 - Sep 2021 |
9.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart