Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| infoUSA 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 22.25% | 2.45% | 4.32% | 4.38% | 5.99% | 6.61% | 7.83% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| infoUSA 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 (%) | -1.40 | 22.25 | 2.45 | 4.32 | 4.38 | 5.99 | 6.61 | 7.83 | NA | 5.40 | 10.93 | -13.20 | 9.95 | 4.24 | 18.17 | -8.26 | 11.65 | 6.73 | -1.30 | 6.80 | 7.15 | 15.84 | -2.79 | 14.86 | 27.31 | -23.48 | 8.54 | 19.86 | 16.86 | 17.32 | 29.33 | 3.03 | 7.58 |
| Sharpe Ratio | NA | 0.01 | -0.32 | 0.06 | 0.24 | NA | NA | 0.57 | 0.05 | -0.15 | 0.77 | -1.22 | 1.32 | 0.20 | 2.85 | -1.16 | 2.37 | 0.79 | -0.17 | 1.10 | 0.96 | 2.28 | -0.19 | 1.31 | 1.55 | -1.10 | 0.52 | 2.06 | 2.10 | 1.82 | 4.47 | 0.26 | 0.88 |
| Standard Deviation(%) | NA | 7.77 | 9.64 | 12.18 | 9.98 | NA | NA | 10.66 | 5.50 | 7.83 | 8.63 | 11.96 | 7.53 | 20.13 | 5.89 | 8.22 | 4.64 | 8.29 | 7.88 | 6.16 | 7.45 | 6.93 | 14.69 | 11.30 | 17.60 | 22.17 | 10.61 | 8.04 | 7.00 | 8.99 | 6.40 | 7.43 | 5.99 |
| Draw Down(%) | NA | 6.39 | 18.26 | 26.64 | 26.64 | NA | NA | 36.70 | 0.34 | 6.26 | 8.87 | 18.62 | 4.01 | 26.64 | 2.68 | 13.11 | 2.22 | 5.54 | 8.81 | 4.98 | 9.42 | 5.66 | 15.60 | 8.79 | 15.30 | 34.84 | 8.18 | 9.36 | 5.22 | 10.82 | 6.31 | 11.45 | 6.68 |
| Yield(%) | NA | 4.79 | 4.29 | 4.39 | 3.71 | NA | NA | 4.76 | NA | 0.95 | 4.65 | 3.16 | 4.22 | 3.53 | 5.42 | 3.50 | 0.49 | 4.04 | 4.27 | 3.08 | 4.01 | 5.66 | 4.15 | 4.68 | 3.79 | 6.75 | 8.07 | 8.16 | 8.64 | 5.06 | 4.31 | 4.41 | 4.60 |
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 |
|---|---|---|---|---|
| infoUSA 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.46%
Feb 2006 - Feb 2009 |
0.64%
Sep 2017 - Sep 2022 |
3.01%
Oct 2013 - Oct 2023 |
3.60%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| infoUSA 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
24.97%
Mar 2003 - Mar 2006 |
20.00%
Oct 2002 - Oct 2007 |
11.91%
Mar 2003 - Mar 2013 |
9.81%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart