Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Team, Inc. Salary Deferral Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 4.85% | 2.46% | 4.93% | 3.58% | 5.24% | 5.23% | 6.56% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Team, Inc. Salary Deferral 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 (%) | -0.84 | 4.85 | 2.46 | 4.93 | 3.58 | 5.24 | 5.23 | 6.56 | -0.20 | 9.07 | -10.32 | 7.83 | 15.28 | 18.44 | -8.88 | 17.29 | 1.91 | -1.89 | 0.78 | 10.08 | 10.22 | -8.02 | 11.71 | 27.25 | -34.29 | 16.08 | 17.95 | 13.58 | 13.85 | 43.14 | -1.60 | 10.83 |
| Sharpe Ratio | NA | -0.01 | -0.04 | 0.42 | 0.37 | NA | NA | 0.51 | -0.06 | 0.57 | -0.93 | 0.86 | 0.79 | 2.44 | -1.09 | 3.32 | 0.20 | -0.24 | 0.11 | 1.51 | 1.43 | -0.65 | 1.19 | 1.67 | -1.52 | 1.20 | 1.77 | 1.93 | 1.51 | 4.39 | -0.22 | 0.99 |
| Standard Deviation(%) | NA | 8.40 | 10.10 | 12.05 | 10.11 | NA | NA | 11.02 | 8.24 | 8.45 | 12.61 | 9.10 | 19.14 | 6.99 | 9.38 | 5.02 | 8.48 | 7.91 | 6.74 | 6.66 | 7.11 | 12.33 | 9.76 | 16.28 | 23.19 | 10.89 | 8.29 | 5.91 | 8.53 | 9.66 | 12.49 | 8.62 |
| Draw Down(%) | NA | 8.70 | 18.41 | 26.33 | 26.33 | NA | NA | 43.98 | 2.58 | 8.70 | 17.73 | 4.57 | 26.33 | 4.18 | 14.94 | 1.98 | 6.93 | 10.12 | 7.93 | 6.98 | 8.06 | 14.65 | 8.18 | 14.67 | 42.77 | 9.03 | 11.09 | 5.27 | 8.31 | 6.98 | 19.42 | 9.89 |
| Yield(%) | NA | 5.61 | 3.95 | 3.41 | 2.83 | NA | NA | 3.32 | 0.00 | 5.94 | 1.96 | 4.17 | 2.57 | 2.77 | 1.90 | 0.36 | 1.41 | 2.52 | 5.07 | 4.44 | 2.85 | 2.36 | 2.17 | 1.36 | 4.42 | 6.55 | 3.08 | 2.92 | 4.28 | 5.30 | 2.83 | 5.22 |
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 |
|---|---|---|---|---|
| Team, Inc. Salary Deferral Plan Strategic Asset Allocation - Equal Weight Moderate |
-7.51%
Feb 2006 - Feb 2009 |
-2.29%
Oct 2007 - Oct 2012 |
1.78%
Oct 2007 - Oct 2017 |
2.04%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Team, Inc. Salary Deferral Plan Strategic Asset Allocation - Equal Weight Moderate |
25.04%
Mar 2003 - Mar 2006 |
22.86%
Oct 2002 - Oct 2007 |
9.89%
Mar 2001 - Mar 2011 |
8.39%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart