Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Gibraltar 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 3.89% | 4.93% | 6.10% | 5.30% | 7.53% | 6.66% | 7.25% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Gibraltar 401(k) 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 (%) | -0.57 | 3.89 | 4.93 | 6.10 | 5.30 | 7.53 | 6.66 | 7.25 | 0.42 | 16.11 | -11.84 | 17.01 | 14.21 | 15.60 | -5.45 | 12.78 | 3.60 | 0.83 | 7.44 | 8.49 | 11.79 | 1.77 | 12.59 | 29.13 | -21.39 | 6.52 | 13.12 | 8.38 | 12.91 | 24.82 | 1.45 | 6.67 |
| Sharpe Ratio | NA | 0.76 | 0.44 | 0.60 | 0.58 | NA | NA | 0.60 | 0.02 | 1.32 | -0.99 | 1.94 | 0.76 | 2.03 | -0.82 | 2.17 | 0.43 | 0.10 | 1.17 | 1.24 | 2.00 | 0.14 | 1.07 | 1.36 | -1.01 | 0.39 | 1.49 | 1.02 | 1.62 | 4.21 | 0.04 | 0.67 |
| Standard Deviation(%) | NA | 8.74 | 10.48 | 11.98 | 9.95 | NA | NA | 10.75 | 7.41 | 9.01 | 13.30 | 8.74 | 18.33 | 6.99 | 8.29 | 5.60 | 7.93 | 8.16 | 6.35 | 6.84 | 5.88 | 12.57 | 11.72 | 21.30 | 22.18 | 8.95 | 6.62 | 6.10 | 7.38 | 5.74 | 7.55 | 6.52 |
| Draw Down(%) | NA | 7.65 | 17.84 | 20.89 | 20.89 | NA | NA | 36.63 | 1.53 | 7.65 | 17.84 | 4.28 | 20.89 | 3.54 | 10.81 | 2.97 | 6.70 | 7.08 | 5.20 | 7.44 | 4.58 | 11.76 | 8.64 | 18.88 | 35.08 | 6.60 | 6.25 | 4.32 | 7.75 | 3.78 | 10.67 | 7.40 |
| Yield(%) | NA | 5.37 | 6.74 | 6.44 | 5.95 | NA | NA | 5.01 | 0.00 | 5.73 | 4.30 | 10.36 | 5.10 | 7.33 | 4.56 | 6.21 | 6.57 | 5.95 | 3.94 | 4.37 | 3.11 | 2.21 | 3.92 | 3.85 | 4.49 | 6.27 | 6.05 | 3.75 | 4.42 | 3.96 | 4.13 | 4.66 |
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 |
|---|---|---|---|---|
| Gibraltar 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-7.17%
Feb 2006 - Feb 2009 |
-0.40%
Feb 2004 - Feb 2009 |
5.14%
Mar 2010 - Mar 2020 |
5.26%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Gibraltar 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
21.01%
Feb 2009 - Feb 2012 |
15.92%
Feb 2009 - Feb 2014 |
10.12%
Feb 2009 - Feb 2019 |
8.52%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart