Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MICROSOFT CARIBBEAN, INC. 1165(e) RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 22.30% | 2.70% | 7.37% | 6.53% | 7.45% | 6.96% | 7.07% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICROSOFT CARIBBEAN, INC. 1165(e) RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.06 | 22.30 | 2.70 | 7.37 | 6.53 | 7.45 | 6.96 | 7.07 | NA | 5.40 | 11.79 | -13.01 | 12.24 | 16.26 | 21.58 | -6.21 | 13.89 | 2.30 | 3.35 | 0.72 | 16.04 | 13.62 | -0.35 | 12.50 | 25.24 | -22.98 | 9.85 | 13.36 | 7.77 | 10.73 | 21.79 | -3.04 | 1.16 |
| Sharpe Ratio | NA | 0.08 | -0.24 | 0.27 | 0.45 | NA | NA | 0.53 | 0.04 | -0.14 | 0.83 | -1.05 | 1.28 | 0.84 | 3.03 | -0.84 | 2.51 | 0.24 | 0.40 | 0.10 | 2.33 | 1.94 | -0.03 | 1.21 | 1.66 | -1.20 | 0.82 | 1.44 | 1.00 | 1.50 | 2.96 | -0.48 | -0.13 |
| Standard Deviation(%) | NA | 8.54 | 10.73 | 12.67 | 10.46 | NA | NA | 10.23 | 6.36 | 8.67 | 9.03 | 13.75 | 9.58 | 19.09 | 6.66 | 8.94 | 5.28 | 8.54 | 8.26 | 6.79 | 6.87 | 7.00 | 11.97 | 10.29 | 15.14 | 19.96 | 8.38 | 7.01 | 5.60 | 6.53 | 7.12 | 8.67 | 8.69 |
| Draw Down(%) | NA | 5.76 | 17.13 | 23.56 | 23.56 | NA | NA | 34.27 | 0.60 | 5.76 | 10.53 | 18.30 | 4.34 | 23.56 | 2.93 | 12.27 | 3.01 | 7.64 | 7.16 | 5.65 | 6.09 | 5.33 | 12.21 | 8.02 | 14.72 | 32.78 | 5.90 | 7.91 | 4.75 | 6.15 | 6.92 | 14.55 | 10.98 |
| Yield(%) | NA | 3.13 | 4.99 | 3.88 | 3.80 | NA | NA | 3.53 | NA | 0.60 | 3.40 | 1.84 | 9.45 | 2.55 | 2.10 | 2.70 | 0.41 | 2.65 | 4.88 | 8.08 | 2.60 | 3.98 | 2.50 | 3.34 | 2.94 | 2.64 | 3.28 | 5.39 | 3.25 | 3.29 | 2.68 | 2.55 | 4.15 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| MICROSOFT CARIBBEAN, INC. 1165(e) RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.89%
Feb 2006 - Feb 2009 |
0.11%
Feb 2004 - Feb 2009 |
4.80%
Oct 2013 - Oct 2023 |
5.17%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICROSOFT CARIBBEAN, INC. 1165(e) RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.30%
Feb 2009 - Feb 2012 |
15.60%
Feb 2009 - Feb 2014 |
9.47%
Feb 2009 - Feb 2019 |
9.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart