Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Expedia Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 4.32% | 5.53% | 7.83% | 5.76% | 7.49% | 6.59% | 6.85% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Expedia Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.71 | 4.32 | 5.53 | 7.83 | 5.76 | 7.49 | 6.59 | 6.85 | 1.48 | 12.29 | -6.39 | 8.81 | 24.08 | 17.56 | -3.50 | 12.14 | 3.50 | 1.74 | 0.08 | 14.24 | 9.76 | -0.57 | 11.35 | 24.42 | -21.20 | 9.53 | 10.61 | 7.14 | 13.20 | 20.76 | -1.83 | 5.80 |
| Sharpe Ratio | NA | 0.57 | 0.17 | 0.74 | 0.61 | NA | NA | 0.63 | 0.17 | 0.94 | -0.61 | 1.01 | 1.38 | 2.06 | -0.49 | 2.45 | 0.37 | 0.21 | 0.01 | 2.10 | 1.79 | -0.06 | 1.25 | 1.69 | -1.21 | 0.74 | 1.05 | 0.93 | 1.79 | 3.55 | -0.47 | 0.60 |
| Standard Deviation(%) | NA | 8.44 | 10.13 | 11.52 | 9.91 | NA | NA | 9.52 | 7.18 | 8.55 | 12.73 | 8.66 | 17.27 | 7.85 | 9.74 | 4.69 | 8.93 | 8.19 | 6.98 | 6.75 | 5.43 | 9.81 | 9.02 | 14.36 | 18.28 | 8.78 | 6.99 | 5.32 | 6.84 | 5.66 | 6.22 | 5.84 |
| Draw Down(%) | NA | 6.65 | 16.58 | 19.57 | 19.57 | NA | NA | 32.86 | 1.49 | 6.65 | 14.41 | 5.76 | 19.57 | 3.92 | 11.39 | 1.60 | 7.48 | 7.48 | 5.73 | 6.30 | 4.32 | 10.06 | 7.12 | 15.39 | 32.08 | 5.80 | 7.63 | 4.64 | 6.16 | 4.36 | 11.67 | 6.58 |
| Yield(%) | NA | 4.37 | 4.19 | 4.34 | 3.91 | NA | NA | 4.28 | 0.01 | 4.64 | 2.74 | 5.53 | 5.70 | 3.67 | 4.69 | 0.37 | 4.12 | 4.36 | 3.81 | 5.93 | 5.07 | 3.78 | 4.13 | 3.61 | 6.72 | 5.53 | 3.49 | 3.57 | 5.38 | 3.31 | 4.07 | 4.28 |
Data as of 10/31/2023, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Expedia Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.45%
Feb 2006 - Feb 2009 |
0.29%
Feb 2004 - Feb 2009 |
4.61%
Feb 2006 - Feb 2016 |
5.21%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Expedia Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
16.79%
Feb 2009 - Feb 2012 |
14.08%
Feb 2009 - Feb 2014 |
8.99%
Feb 2009 - Feb 2019 |
8.34%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart