Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Advanced Analogic Technologies Inc 401K Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 5.32% | 2.10% | 3.38% | 2.96% | 5.49% | 4.82% | 4.74% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Advanced Analogic Technologies Inc 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 (%) | -0.46 | 5.32 | 2.10 | 3.38 | 2.96 | 5.49 | 4.82 | 4.74 | -0.25 | 14.13 | -14.84 | 9.80 | 7.86 | 16.65 | -5.59 | 11.74 | 1.98 | -0.53 | 2.67 | 9.27 | 15.83 | -3.46 | 11.49 | 25.19 | -29.96 | 8.72 | 16.79 | 8.63 | 11.73 | 25.17 | -6.18 | -3.24 |
| Sharpe Ratio | NA | 0.58 | 0.03 | 0.29 | 0.31 | NA | NA | 0.40 | -0.07 | 1.20 | -1.24 | 1.10 | 0.39 | 2.24 | -0.80 | 2.53 | 0.22 | -0.07 | 0.44 | 1.44 | 2.47 | -0.30 | 1.21 | 1.86 | -1.68 | 0.69 | 2.26 | 1.35 | 1.66 | 4.75 | -0.86 | -0.51 |
| Standard Deviation(%) | NA | 8.14 | 10.21 | 12.25 | 10.07 | NA | NA | 9.85 | 7.99 | 8.21 | 13.04 | 8.85 | 19.70 | 6.80 | 8.59 | 4.38 | 8.24 | 8.03 | 6.06 | 6.41 | 6.39 | 11.66 | 9.41 | 13.53 | 18.33 | 8.27 | 5.97 | 4.79 | 6.50 | 5.16 | 8.44 | 10.97 |
| Draw Down(%) | NA | 7.67 | 20.42 | 27.94 | 27.94 | NA | NA | 40.08 | 2.09 | 7.67 | 20.05 | 5.19 | 27.94 | 3.66 | 11.73 | 2.28 | 7.16 | 8.59 | 5.62 | 7.55 | 5.63 | 13.67 | 7.55 | 13.93 | 38.10 | 6.40 | 7.40 | 4.24 | 6.73 | 3.88 | 15.43 | 15.73 |
| Yield(%) | NA | 4.76 | 4.58 | 4.18 | 3.70 | NA | NA | 3.47 | 0.00 | 5.06 | 3.15 | 5.60 | 3.03 | 4.36 | 4.47 | 0.42 | 1.82 | 4.40 | 5.03 | 3.10 | 4.46 | 3.35 | 2.83 | 2.61 | 2.18 | 6.11 | 5.23 | 3.29 | 2.76 | 3.25 | 0.88 | 2.46 |
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 |
|---|---|---|---|---|
| Advanced Analogic Technologies Inc 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
-7.67%
Feb 2006 - Feb 2009 |
-0.69%
Feb 2004 - Feb 2009 |
2.96%
Oct 2013 - Oct 2023 |
2.51%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Advanced Analogic Technologies Inc 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
17.06%
Mar 2003 - Mar 2006 |
15.57%
Oct 2002 - Oct 2007 |
8.09%
Mar 2003 - Mar 2013 |
7.12%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart