Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
ROLLINS, INC. ROLLINS 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 22.53% | 2.71% | 6.45% | 6.11% | 6.88% | 6.63% | 7.57% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
ROLLINS, INC. ROLLINS 401(k) 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 (%) | -1.10 | 22.53 | 2.71 | 6.45 | 6.11 | 6.88 | 6.63 | 7.57 | NA | 4.56 | 14.85 | -10.10 | -1.24 | 20.22 | 17.38 | -4.76 | 16.39 | 1.15 | 2.13 | 1.75 | 13.60 | 12.54 | 0.11 | 11.30 | 21.86 | -19.77 | 12.73 | 9.45 | 7.99 | 13.58 | 24.16 | 0.46 | 11.12 |
Sharpe Ratio | NA | -0.04 | -0.08 | 0.22 | 0.39 | NA | NA | 0.60 | 0.10 | -0.23 | 1.24 | -0.87 | -0.12 | 1.11 | 2.26 | -0.63 | 3.78 | 0.11 | 0.24 | 0.25 | 1.97 | 1.68 | 0.01 | 1.08 | 1.77 | -1.31 | 1.22 | 1.05 | 1.01 | 1.69 | 3.45 | -0.08 | 1.13 |
Standard Deviation(%) | NA | 8.73 | 10.41 | 12.39 | 10.38 | NA | NA | 9.75 | 6.96 | 8.80 | 8.56 | 13.20 | 10.86 | 17.99 | 7.08 | 9.62 | 4.17 | 8.66 | 8.71 | 6.91 | 6.88 | 7.42 | 13.22 | 10.37 | 12.32 | 15.84 | 7.97 | 5.88 | 5.78 | 7.48 | 6.79 | 8.49 | 7.81 |
Draw Down(%) | NA | 7.79 | 15.91 | 22.81 | 22.81 | NA | NA | 29.54 | 0.46 | 7.79 | 7.27 | 16.40 | 9.24 | 22.81 | 3.31 | 11.80 | 1.69 | 9.06 | 8.82 | 5.81 | 6.29 | 6.03 | 13.50 | 8.73 | 12.54 | 28.51 | 5.78 | 6.63 | 3.87 | 5.94 | 4.81 | 12.95 | 7.19 |
Yield(%) | NA | 4.21 | 3.73 | 4.16 | 3.97 | NA | NA | 4.00 | NA | 0.65 | 4.34 | 3.75 | 2.28 | 6.70 | 2.94 | 5.04 | 0.36 | 1.83 | 7.99 | 3.61 | 2.68 | 4.23 | 3.89 | 3.33 | 2.62 | 4.26 | 8.66 | 5.19 | 4.09 | 3.83 | 2.71 | 2.64 | 4.44 |
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 |
---|---|---|---|---|
ROLLINS, INC. ROLLINS 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
-3.52%
Feb 2006 - Feb 2009 |
1.70%
Feb 2004 - Feb 2009 |
4.44%
Oct 2013 - Oct 2023 |
4.46%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
ROLLINS, INC. ROLLINS 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.96%
Mar 2003 - Mar 2006 |
14.45%
Oct 2002 - Oct 2007 |
9.33%
Mar 2003 - Mar 2013 |
8.37%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart