Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LODGENET INTERACTIVE CORPORATION 401(k) PLAN Tactical Asset Allocation Moderate | 5.53% | NA | 15.62% | -3.12% | 3.26% | 2.90% | 4.19% | 4.76% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LODGENET INTERACTIVE CORPORATION 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
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 | 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 (%) | -0.96 | 15.62 | -3.12 | 3.26 | 2.90 | 4.19 | 4.76 | 5.53 | NA | 7.45 | 7.23 | -18.88 | 9.54 | 13.21 | 9.00 | -1.86 | 4.84 | 5.08 | -2.92 | 1.12 | 14.60 | 8.63 | 1.36 | 5.27 | 10.67 | -6.11 | 11.13 | 11.33 | 3.63 | 11.54 | 15.14 | 6.07 | 7.08 |
| Sharpe Ratio | NA | 0.23 | -0.66 | 0.07 | 0.18 | NA | NA | 0.55 | 0.07 | 0.10 | 0.38 | -2.05 | 1.00 | 1.56 | 1.90 | -0.45 | 0.79 | 1.18 | -0.58 | 0.19 | 2.23 | 1.13 | 0.16 | 0.46 | 1.30 | -1.14 | 0.85 | 1.05 | 0.26 | 1.43 | 2.37 | 0.96 | 0.93 |
| Standard Deviation(%) | NA | 8.76 | 8.94 | 8.95 | 7.34 | NA | NA | 7.36 | 9.62 | 8.75 | 7.90 | 9.91 | 9.55 | 8.33 | 4.00 | 7.10 | 5.33 | 4.13 | 5.11 | 5.88 | 6.53 | 7.59 | 8.37 | 11.25 | 8.16 | 6.15 | 9.55 | 7.68 | 5.72 | 7.41 | 6.10 | 5.16 | 5.15 |
| Draw Down(%) | NA | 6.63 | 20.22 | 23.88 | 23.88 | NA | NA | 23.88 | 0.79 | 6.63 | 8.02 | 19.81 | 7.23 | 8.17 | 3.08 | 7.27 | 5.01 | 2.16 | 5.69 | 5.53 | 4.78 | 6.34 | 6.51 | 10.41 | 3.98 | 10.16 | 7.39 | 8.52 | 4.32 | 6.77 | 3.51 | 3.55 | 4.73 |
| Yield(%) | NA | 3.03 | 3.46 | 3.43 | 2.55 | NA | NA | 3.19 | NA | 0.17 | 2.94 | 3.70 | 3.47 | 3.23 | 4.36 | 2.26 | 0.04 | 2.34 | 1.28 | 2.20 | 6.04 | 1.77 | 3.78 | 2.67 | 1.19 | 2.41 | 4.66 | 4.90 | 4.01 | 4.05 | 2.87 | 4.23 | 4.87 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LODGENET INTERACTIVE CORPORATION 401(k) PLAN Tactical Asset Allocation Moderate |
-3.15%
Apr 2021 - Apr 2024 |
1.20%
Dec 2013 - Dec 2018 |
1.72%
Oct 2013 - Oct 2023 |
3.21%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LODGENET INTERACTIVE CORPORATION 401(k) PLAN Tactical Asset Allocation Moderate |
12.11%
Oct 2004 - Oct 2007 |
11.70%
Oct 2002 - Oct 2007 |
7.70%
Apr 2001 - Apr 2011 |
6.71%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart