Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Post Properties, Inc. 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 24.73% | 3.20% | 6.07% | 5.11% | 6.62% | 6.23% | 6.90% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Post Properties, Inc. 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 (%) | -1.36 | 24.73 | 3.20 | 6.07 | 5.11 | 6.62 | 6.23 | 6.90 | NA | 6.17 | 12.41 | -11.22 | 9.03 | 10.92 | 18.26 | -7.35 | 7.42 | 4.53 | 0.32 | 8.64 | 9.31 | 12.71 | 1.77 | 12.97 | 22.63 | -19.31 | 5.83 | 13.97 | 7.58 | 12.21 | 18.43 | 2.43 | 6.08 |
| Sharpe Ratio | NA | 0.01 | -0.14 | 0.22 | 0.30 | NA | NA | 0.51 | 0.00 | -0.05 | 0.89 | -1.03 | 1.09 | 0.56 | 2.66 | -1.06 | 1.44 | 0.54 | 0.03 | 1.39 | 1.38 | 1.99 | 0.13 | 1.25 | 1.27 | -0.93 | 0.31 | 1.64 | 0.88 | 1.61 | 3.22 | 0.19 | 0.61 |
| Standard Deviation(%) | NA | 8.36 | 10.10 | 12.12 | 10.01 | NA | NA | 10.24 | 7.09 | 8.42 | 9.20 | 12.28 | 8.27 | 18.94 | 6.33 | 8.14 | 4.71 | 8.06 | 8.74 | 6.22 | 6.72 | 6.37 | 12.96 | 10.28 | 17.74 | 21.66 | 9.21 | 6.53 | 6.15 | 6.98 | 5.51 | 6.92 | 6.22 |
| Draw Down(%) | NA | 6.33 | 15.47 | 23.35 | 23.35 | NA | NA | 33.20 | 0.53 | 6.33 | 8.04 | 16.84 | 5.36 | 23.35 | 2.26 | 11.48 | 3.42 | 7.30 | 8.07 | 4.22 | 7.17 | 4.82 | 12.31 | 6.87 | 16.25 | 32.86 | 5.83 | 6.06 | 3.82 | 6.37 | 4.53 | 9.46 | 5.89 |
| Yield(%) | NA | 4.77 | 4.54 | 4.84 | 4.65 | NA | NA | 4.92 | NA | 0.77 | 4.90 | 4.44 | 3.40 | 5.99 | 4.80 | 3.81 | 0.50 | 5.13 | 8.48 | 4.15 | 7.88 | 5.30 | 2.88 | 4.44 | 4.27 | 5.18 | 9.77 | 5.54 | 4.36 | 3.71 | 3.93 | 4.66 | 4.80 |
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 |
|---|---|---|---|---|
| Post Properties, Inc. 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.87%
Feb 2006 - Feb 2009 |
0.12%
Feb 2004 - Feb 2009 |
3.64%
Oct 2013 - Oct 2023 |
4.36%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Post Properties, Inc. 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
18.78%
Feb 2009 - Feb 2012 |
15.03%
Feb 2009 - Feb 2014 |
8.98%
Feb 2009 - Feb 2019 |
8.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart