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 Strategic Asset Allocation - Equal Weight Moderate | NA | 15.50% | 0.90% | 5.02% | 4.36% | 5.65% | 6.31% | 7.12% |
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 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 (%) | -1.14 | 15.50 | 0.90 | 5.02 | 4.36 | 5.65 | 6.31 | 7.12 | NA | 3.01 | 11.86 | -11.82 | 2.56 | 14.65 | 18.01 | -6.72 | 13.89 | 2.82 | -2.43 | 1.89 | 10.70 | 13.83 | -3.59 | 13.39 | 30.11 | -22.52 | 14.59 | 12.18 | 12.47 | 13.80 | 27.71 | -0.42 | 5.51 |
| Sharpe Ratio | NA | -0.30 | -0.30 | 0.10 | 0.26 | NA | NA | 0.55 | 0.06 | -0.43 | 1.04 | -1.06 | 0.29 | 0.82 | 2.45 | -0.82 | 2.76 | 0.30 | -0.28 | 0.27 | 1.58 | 2.08 | -0.29 | 1.33 | 2.11 | -1.23 | 1.28 | 1.35 | 1.84 | 1.89 | 4.62 | -0.20 | 0.41 |
| Standard Deviation(%) | NA | 8.27 | 9.62 | 11.55 | 9.92 | NA | NA | 9.81 | 5.14 | 8.31 | 7.31 | 12.48 | 8.82 | 17.64 | 6.77 | 9.74 | 4.80 | 8.73 | 8.86 | 6.86 | 6.74 | 6.64 | 12.58 | 9.98 | 14.21 | 19.07 | 9.08 | 6.62 | 5.59 | 6.81 | 5.84 | 7.59 | 7.86 |
| Draw Down(%) | NA | 6.08 | 17.42 | 21.29 | 21.29 | NA | NA | 32.87 | 0.45 | 6.08 | 7.13 | 17.76 | 6.10 | 21.29 | 3.52 | 13.96 | 2.67 | 7.83 | 11.29 | 6.02 | 6.95 | 5.71 | 14.00 | 7.15 | 14.07 | 32.87 | 6.24 | 8.68 | 4.17 | 7.56 | 5.86 | 15.01 | 10.37 |
| Yield(%) | NA | 4.06 | 3.68 | 3.56 | 3.49 | NA | NA | 4.27 | NA | 0.64 | 4.32 | 2.25 | 3.97 | 3.52 | 3.33 | 3.42 | 0.32 | 2.39 | 5.83 | 5.03 | 3.73 | 3.61 | 2.55 | 3.77 | 3.66 | 7.85 | 7.60 | 5.98 | 4.71 | 4.08 | 5.37 | 4.42 | 5.90 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.97%
Feb 2006 - Feb 2009 |
1.41%
Mar 2015 - Mar 2020 |
3.41%
Oct 2013 - Oct 2023 |
3.80%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTERACTIVE INTELLIGENCE, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
20.22%
Mar 2003 - Mar 2006 |
17.20%
Oct 2002 - Oct 2007 |
10.79%
Mar 2003 - Mar 2013 |
8.86%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart