Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INTERACTIVE INTELLIGENCE, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 17.72% | 2.01% | 5.84% | 4.55% | 4.94% | 7.23% | 7.97% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTERACTIVE INTELLIGENCE, INC. 401(k) SAVINGS 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 (%) | -1.21 | 17.72 | 2.01 | 5.84 | 4.55 | 4.94 | 7.23 | 7.97 | NA | 3.95 | 14.54 | -11.93 | 4.59 | 15.63 | 7.60 | -4.05 | 13.00 | 3.28 | -2.39 | 0.48 | 12.70 | 7.57 | -2.38 | 7.10 | 28.36 | -4.46 | 18.80 | 15.98 | 13.07 | 10.79 | 23.85 | 6.06 | 6.60 |
| Sharpe Ratio | NA | -0.18 | -0.20 | 0.28 | 0.34 | NA | NA | 0.85 | 0.04 | -0.28 | 1.41 | -1.55 | 0.54 | 1.72 | 1.23 | -0.75 | 2.75 | 0.68 | -0.40 | 0.09 | 2.00 | 1.60 | -0.33 | 0.67 | 2.99 | -1.03 | 1.25 | 1.44 | 1.81 | 1.28 | 5.44 | 1.22 | 1.06 |
| Standard Deviation(%) | NA | 9.32 | 8.48 | 8.56 | 7.22 | NA | NA | 7.29 | 8.69 | 9.33 | 7.32 | 8.57 | 8.39 | 8.96 | 5.05 | 7.19 | 4.49 | 4.53 | 6.01 | 5.01 | 6.32 | 4.71 | 7.40 | 10.48 | 9.46 | 5.24 | 12.60 | 8.83 | 6.01 | 7.70 | 4.26 | 4.07 | 4.05 |
| Draw Down(%) | NA | 6.24 | 11.59 | 15.80 | 15.80 | NA | NA | 15.80 | 0.78 | 6.24 | 6.23 | 12.87 | 5.32 | 10.70 | 3.59 | 10.33 | 2.11 | 3.75 | 7.63 | 6.07 | 4.72 | 4.26 | 7.88 | 7.88 | 4.40 | 6.53 | 10.20 | 12.81 | 4.66 | 8.94 | 2.67 | 5.05 | 2.79 |
| Yield(%) | NA | 4.63 | 3.44 | 3.50 | 3.79 | NA | NA | 4.30 | NA | 0.64 | 4.94 | 1.51 | 3.50 | 3.68 | 4.17 | 4.43 | 0.23 | 2.61 | 6.42 | 6.34 | 4.38 | 3.80 | 1.99 | 3.38 | 4.15 | 2.15 | 9.69 | 7.11 | 4.40 | 3.69 | 4.38 | 4.71 | 6.55 |
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 |
|---|---|---|---|---|
| INTERACTIVE INTELLIGENCE, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
0.43%
Dec 2013 - Dec 2016 |
1.89%
Dec 2013 - Dec 2018 |
3.06%
Oct 2013 - Oct 2023 |
4.37%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTERACTIVE INTELLIGENCE, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
19.74%
Oct 2004 - Oct 2007 |
17.37%
Oct 2002 - Oct 2007 |
12.53%
Apr 2001 - Apr 2011 |
9.62%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart