Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Aruba Networks Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | 6.30% | NA | 14.25% | 6.59% | 5.84% | 5.22% | 7.42% | 6.09% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aruba Networks Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | 0.07 | 14.25 | 6.59 | 5.84 | 5.22 | 7.42 | 6.09 | 6.30 | 1.50 | 23.07 | -9.10 | 15.08 | 5.25 | 13.16 | -3.90 | 10.67 | 2.81 | 2.10 | 7.54 | 8.11 | 13.49 | 2.73 | 13.40 | 24.80 | -23.45 | 1.65 | 13.61 | 7.68 | 12.35 | 23.04 | -2.90 | 2.53 |
| Sharpe Ratio | NA | 1.92 | 0.72 | 0.54 | 0.55 | NA | NA | 0.58 | 0.18 | 2.37 | -0.75 | 1.70 | 0.25 | 1.77 | -0.64 | 2.65 | 0.34 | 0.25 | 1.25 | 1.33 | 2.49 | 0.28 | 1.65 | 1.54 | -1.35 | -0.17 | 1.92 | 1.07 | 1.88 | 4.18 | -0.58 | 0.03 |
| Standard Deviation(%) | NA | 7.70 | 10.57 | 12.45 | 10.10 | NA | NA | 9.58 | 6.72 | 7.93 | 14.03 | 8.84 | 19.87 | 6.63 | 8.09 | 3.79 | 7.67 | 8.27 | 6.03 | 6.08 | 5.39 | 9.75 | 8.08 | 16.07 | 18.11 | 7.73 | 5.40 | 5.17 | 6.07 | 5.35 | 6.96 | 6.95 |
| Draw Down(%) | NA | 4.86 | 16.97 | 24.07 | 24.07 | NA | NA | 36.23 | 1.16 | 4.86 | 16.97 | 4.21 | 24.07 | 3.31 | 10.37 | 1.62 | 6.98 | 6.38 | 4.11 | 6.69 | 4.50 | 9.34 | 5.75 | 15.41 | 33.18 | 6.51 | 4.11 | 3.79 | 9.09 | 3.32 | 12.50 | 9.67 |
| Yield(%) | NA | 13.63 | 9.20 | 6.33 | 5.12 | NA | NA | 4.71 | 0.87 | 13.98 | 8.49 | 4.20 | 2.24 | 1.95 | 4.28 | 3.88 | 2.78 | 4.48 | 4.33 | 4.93 | 3.48 | 3.46 | 3.64 | 4.21 | 3.25 | 5.00 | 6.26 | 5.04 | 4.85 | 5.31 | 3.71 | 3.60 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aruba Networks Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
-8.56%
Feb 2006 - Feb 2009 |
-1.35%
Feb 2004 - Feb 2009 |
4.24%
Sep 2012 - Sep 2022 |
4.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aruba Networks Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
19.60%
Feb 2009 - Feb 2012 |
15.30%
Feb 2009 - Feb 2014 |
9.86%
Feb 2009 - Feb 2019 |
8.33%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart