Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Aruba Networks Retirement Plan Tactical Asset Allocation Moderate | NA | 12.46% | 7.77% | 6.87% | 5.67% | 7.49% | 7.27% | 7.72% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aruba Networks Retirement Plan Tactical Asset Allocation 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 (%) | -0.22 | 12.46 | 7.77 | 6.87 | 5.67 | 7.49 | 7.27 | 7.72 | 0.42 | 25.28 | -11.64 | 14.40 | 11.58 | 13.78 | -5.27 | 9.84 | 8.44 | -2.84 | 6.23 | 10.20 | 9.87 | 0.50 | 12.62 | 23.45 | -5.02 | 5.62 | 17.38 | 5.22 | 10.95 | 18.93 | 3.01 | 6.66 |
| Sharpe Ratio | NA | 2.17 | 0.72 | 0.92 | 0.79 | NA | NA | 0.93 | 0.02 | 2.83 | -1.24 | 1.54 | 1.34 | 2.56 | -0.96 | 1.99 | 1.80 | -0.42 | 1.12 | 1.49 | 2.21 | 0.04 | 1.01 | 2.40 | -1.35 | 0.31 | 2.06 | 0.46 | 1.47 | 3.57 | 0.53 | 1.16 |
| Standard Deviation(%) | NA | 7.40 | 9.15 | 8.40 | 7.20 | NA | NA | 7.34 | 7.57 | 7.42 | 10.52 | 9.36 | 8.46 | 4.84 | 6.85 | 4.62 | 4.58 | 6.85 | 5.56 | 6.84 | 4.45 | 11.14 | 12.36 | 9.75 | 4.39 | 8.57 | 6.85 | 6.57 | 6.82 | 5.10 | 3.60 | 3.74 |
| Draw Down(%) | NA | 3.43 | 17.71 | 17.71 | 17.71 | NA | NA | 17.71 | 1.67 | 3.43 | 16.91 | 4.15 | 8.95 | 2.29 | 10.65 | 2.10 | 3.62 | 8.32 | 3.98 | 6.24 | 3.12 | 11.14 | 9.80 | 4.76 | 8.21 | 6.32 | 4.38 | 4.93 | 8.91 | 3.89 | 4.47 | 2.69 |
| Yield(%) | NA | 14.02 | 8.86 | 6.77 | 5.18 | NA | NA | 4.60 | 0.88 | 14.35 | 7.02 | 4.35 | 2.34 | 5.23 | 4.07 | 0.42 | 4.79 | 3.83 | 4.95 | 4.99 | 3.38 | 1.87 | 3.13 | 4.30 | 3.52 | 2.79 | 5.27 | 4.69 | 4.96 | 4.78 | 4.24 | 5.57 |
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 |
|---|---|---|---|---|
| Aruba Networks Retirement Plan Tactical Asset Allocation Moderate |
2.56%
Oct 2017 - Oct 2020 |
3.10%
Dec 2013 - Dec 2018 |
5.11%
Jun 2012 - Jun 2022 |
5.93%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aruba Networks Retirement Plan Tactical Asset Allocation Moderate |
13.53%
Apr 2009 - Apr 2012 |
12.48%
Oct 2002 - Oct 2007 |
10.11%
Apr 2001 - Apr 2011 |
8.83%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart