Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIBERTY GLOBAL 401(K) SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 23.33% | 3.85% | 6.24% | 5.45% | 6.38% | 6.09% | 6.53% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIBERTY GLOBAL 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 (%) | -0.71 | 23.33 | 3.85 | 6.24 | 5.45 | 6.38 | 6.09 | 6.53 | NA | 4.80 | 13.97 | -9.15 | 2.48 | 14.75 | 15.56 | -5.07 | 12.55 | 0.61 | 2.94 | 3.06 | 11.85 | 10.84 | 0.84 | 11.81 | 23.89 | -15.68 | 5.29 | 9.49 | 5.72 | 9.30 | 16.86 | 2.49 | 4.57 |
| Sharpe Ratio | NA | -0.06 | -0.08 | 0.22 | 0.36 | NA | NA | 0.59 | 0.08 | -0.21 | 1.21 | -0.86 | 0.28 | 0.88 | 2.16 | -0.70 | 2.73 | 0.05 | 0.34 | 0.44 | 2.09 | 2.45 | 0.10 | 2.03 | 2.16 | -1.32 | 0.35 | 1.31 | 0.78 | 1.56 | 3.81 | 0.26 | 0.45 |
| Standard Deviation(%) | NA | 8.51 | 9.80 | 11.33 | 9.66 | NA | NA | 8.18 | 6.60 | 8.53 | 8.03 | 12.28 | 8.83 | 16.57 | 6.56 | 9.11 | 4.36 | 8.73 | 8.57 | 6.91 | 5.66 | 4.41 | 8.25 | 5.78 | 11.03 | 12.62 | 6.54 | 4.76 | 4.54 | 5.34 | 4.24 | 5.22 | 5.03 |
| Draw Down(%) | NA | 7.58 | 15.74 | 21.40 | 21.40 | NA | NA | 29.11 | 0.47 | 7.58 | 6.98 | 15.98 | 6.33 | 21.40 | 3.19 | 12.35 | 2.13 | 8.78 | 8.78 | 6.16 | 5.85 | 4.28 | 9.52 | 4.97 | 14.85 | 25.61 | 5.41 | 5.23 | 3.66 | 5.25 | 3.49 | 6.95 | 5.44 |
| Yield(%) | NA | 6.91 | 3.99 | 4.02 | 3.99 | NA | NA | 4.47 | NA | 0.46 | 7.30 | 2.77 | 1.80 | 4.43 | 3.39 | 2.19 | 0.40 | 2.46 | 11.57 | 4.11 | 5.04 | 5.02 | 4.23 | 3.67 | 4.92 | 6.03 | 5.34 | 3.63 | 3.57 | 4.87 | 4.38 | 5.73 | 5.59 |
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 |
|---|---|---|---|---|
| LIBERTY GLOBAL 401(K) SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.59%
Feb 2006 - Feb 2009 |
0.06%
Feb 2004 - Feb 2009 |
3.84%
Oct 2013 - Oct 2023 |
4.29%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBERTY GLOBAL 401(K) SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.09%
Feb 2009 - Feb 2012 |
14.01%
Feb 2009 - Feb 2014 |
8.65%
Feb 2009 - Feb 2019 |
7.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart