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 |
|---|---|---|---|---|---|---|---|---|
| PS 401(k) PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 21.44% | 3.08% | 6.38% | 5.15% | 6.67% | 7.59% | 8.21% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PS 401(k) PROFIT SHARING 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 (%) | -1.31 | 21.44 | 3.08 | 6.38 | 5.15 | 6.67 | 7.59 | 8.21 | NA | 5.84 | 10.32 | -9.80 | 11.85 | 9.06 | 17.42 | -6.49 | 7.11 | 3.56 | 1.12 | 7.01 | 10.27 | 16.64 | 0.65 | 10.72 | 17.35 | 4.12 | 8.94 | 12.62 | 8.17 | 15.99 | 17.38 | 7.68 | 2.57 |
| Sharpe Ratio | NA | -0.06 | -0.22 | 0.22 | 0.30 | NA | NA | 0.77 | 0.00 | -0.10 | 0.75 | -0.91 | 1.43 | 0.45 | 2.54 | -1.01 | 1.49 | 0.40 | 0.13 | 1.16 | 1.47 | 1.90 | 0.06 | 1.01 | 2.96 | 0.60 | 0.89 | 1.44 | 1.04 | 2.29 | 3.48 | 1.42 | 0.05 |
| Standard Deviation(%) | NA | 7.82 | 9.64 | 12.15 | 9.99 | NA | NA | 8.38 | 7.31 | 7.86 | 8.07 | 12.33 | 8.30 | 19.71 | 6.32 | 7.68 | 4.35 | 8.47 | 8.49 | 6.02 | 6.94 | 8.74 | 10.92 | 10.54 | 5.83 | 5.30 | 6.66 | 6.51 | 5.78 | 6.58 | 4.80 | 4.63 | 5.24 |
| Draw Down(%) | NA | 6.81 | 15.61 | 24.24 | 24.24 | NA | NA | 24.24 | 0.62 | 6.81 | 6.75 | 15.65 | 3.82 | 24.24 | 3.07 | 10.64 | 2.43 | 7.18 | 7.09 | 4.54 | 7.30 | 5.56 | 11.58 | 8.07 | 2.69 | 3.64 | 4.49 | 5.94 | 3.62 | 6.82 | 2.23 | 3.64 | 4.10 |
| Yield(%) | NA | 6.62 | 6.04 | 6.53 | 4.79 | NA | NA | 4.74 | NA | 0.62 | 6.98 | 5.15 | 5.85 | 8.96 | 5.00 | 4.90 | 0.36 | 3.99 | 2.69 | 3.24 | 3.34 | 2.41 | 2.25 | 4.10 | 6.60 | 4.43 | 6.21 | 5.01 | 3.84 | 4.22 | 3.78 | 7.53 | 7.46 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PS 401(k) PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
-0.76%
Mar 2017 - Mar 2020 |
0.53%
Mar 2015 - Mar 2020 |
3.88%
Oct 2013 - Oct 2023 |
6.09%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PS 401(k) PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
14.95%
Mar 2003 - Mar 2006 |
13.17%
Oct 2002 - Oct 2007 |
11.47%
Apr 2003 - Apr 2013 |
9.57%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart