Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MICREL, INC. 401(k) PLAN Tactical Asset Allocation Moderate | NA | 18.06% | -2.77% | 24.58% | 13.76% | 11.59% | 11.16% | 11.04% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICREL, INC. 401(k) PLAN Tactical Asset Allocation 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 (%) | -1.28 | 18.06 | -2.77 | 24.58 | 13.76 | 11.59 | 11.16 | 11.04 | NA | 4.27 | 9.84 | -19.09 | 1.57 | 208.20 | 9.21 | -2.00 | 10.91 | 5.92 | -4.98 | 1.66 | 15.50 | 7.34 | 2.48 | 6.81 | 17.49 | 5.22 | 12.06 | 10.57 | 5.23 | 7.81 | 14.24 | 7.31 | 5.28 |
| Sharpe Ratio | NA | -0.09 | -0.63 | 0.42 | 0.33 | NA | NA | 0.39 | -0.01 | -0.23 | 0.69 | -2.10 | 0.15 | 1.89 | 1.73 | -0.43 | 1.97 | 1.55 | -0.93 | 0.29 | 2.06 | 1.68 | 0.33 | 0.70 | 2.21 | 1.18 | 0.98 | 0.91 | 0.49 | 0.88 | 2.48 | 1.64 | 0.61 |
| Standard Deviation(%) | NA | 9.90 | 9.32 | 50.12 | 35.64 | NA | NA | 23.58 | 5.07 | 10.00 | 8.09 | 9.75 | 10.53 | 110.09 | 4.50 | 7.63 | 5.22 | 3.68 | 5.40 | 5.60 | 7.52 | 4.32 | 7.45 | 9.58 | 7.88 | 3.66 | 9.30 | 8.01 | 6.21 | 7.84 | 5.47 | 3.78 | 4.85 |
| Draw Down(%) | NA | 8.28 | 18.46 | 24.01 | 24.01 | NA | NA | 24.01 | 0.50 | 8.28 | 6.62 | 19.65 | 8.11 | 18.74 | 2.75 | 7.99 | 3.49 | 1.73 | 8.71 | 5.47 | 6.69 | 3.37 | 6.17 | 8.49 | 4.35 | 2.21 | 6.56 | 9.90 | 4.81 | 7.11 | 3.75 | 2.37 | 4.01 |
| Yield(%) | NA | 3.63 | 3.50 | 6.95 | 5.02 | NA | NA | 4.59 | NA | 0.59 | 3.40 | 2.02 | 4.83 | 15.76 | 5.42 | 3.71 | 0.47 | 3.79 | 3.79 | 3.94 | 3.35 | 5.74 | 2.54 | 3.05 | 4.57 | 3.54 | 5.14 | 6.28 | 4.66 | 4.43 | 3.58 | 4.81 | 6.07 |
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 |
|---|---|---|---|---|
| MICREL, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
-4.62%
Apr 2021 - Apr 2024 |
0.89%
Apr 2015 - Apr 2020 |
3.45%
Apr 2010 - Apr 2020 |
5.94%
Jun 2005 - Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICREL, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
51.75%
Oct 2018 - Oct 2021 |
32.02%
May 2016 - May 2021 |
17.33%
Aug 2011 - Aug 2021 |
14.77%
May 2006 - May 2021 |
Annualized Rolling Returns Comparison Chart