Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Robert Half International 401K Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 4.21% | 2.79% | 6.78% | 4.91% | 6.75% | 6.00% | 6.29% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Robert Half International 401K 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 (%) | -0.64 | 4.21 | 2.79 | 6.78 | 4.91 | 6.75 | 6.00 | 6.29 | 1.35 | 14.29 | -10.19 | 8.79 | 21.32 | 19.26 | -6.78 | 10.47 | 2.59 | 2.48 | 0.99 | 11.91 | 9.67 | -0.35 | 11.51 | 24.14 | -20.68 | 10.36 | 10.28 | 8.11 | 10.85 | 20.97 | 0.34 | 2.47 |
| Sharpe Ratio | NA | 0.84 | 0.21 | 0.66 | 0.51 | NA | NA | 0.57 | 0.14 | 1.22 | -0.93 | 0.67 | 1.20 | 2.73 | -0.89 | 2.15 | 0.28 | 0.28 | 0.14 | 1.98 | 1.68 | -0.04 | 1.30 | 1.56 | -1.17 | 0.86 | 0.99 | 1.09 | 1.42 | 3.44 | -0.12 | 0.02 |
| Standard Deviation(%) | NA | 8.20 | 11.41 | 12.20 | 10.24 | NA | NA | 9.81 | 7.84 | 8.22 | 12.47 | 13.01 | 17.60 | 6.54 | 9.13 | 4.57 | 8.67 | 8.61 | 7.04 | 5.99 | 5.73 | 10.59 | 8.81 | 15.44 | 18.49 | 8.55 | 7.11 | 5.46 | 6.98 | 5.89 | 6.45 | 6.80 |
| Draw Down(%) | NA | 7.81 | 18.97 | 20.44 | 20.44 | NA | NA | 32.96 | 1.72 | 7.81 | 16.84 | 6.55 | 20.44 | 3.10 | 13.34 | 2.24 | 8.32 | 8.08 | 5.44 | 5.38 | 4.63 | 10.79 | 6.66 | 15.79 | 32.13 | 5.45 | 8.25 | 3.96 | 6.44 | 4.27 | 9.35 | 8.86 |
| Yield(%) | NA | 3.60 | 4.58 | 4.81 | 4.40 | NA | NA | 4.22 | 0.00 | 3.85 | 3.74 | 6.14 | 4.30 | 6.32 | 3.46 | 0.37 | 3.92 | 2.83 | 9.20 | 2.77 | 3.60 | 3.09 | 4.22 | 3.54 | 5.33 | 7.60 | 4.44 | 4.41 | 2.84 | 3.27 | 4.00 | 3.84 |
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 |
|---|---|---|---|---|
| Robert Half International 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.30%
Feb 2006 - Feb 2009 |
0.30%
Feb 2004 - Feb 2009 |
4.51%
Oct 2007 - Oct 2017 |
4.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Robert Half International 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
16.94%
Feb 2009 - Feb 2012 |
13.72%
Feb 2009 - Feb 2014 |
8.29%
Mar 2003 - Mar 2013 |
7.58%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart