Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Elekta Holdings U.S. Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 23.83% | -1.04% | 4.13% | 4.04% | 5.80% | 6.60% | 7.16% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Elekta Holdings U.S. 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 (%) | -1.18 | 23.83 | -1.04 | 4.13 | 4.04 | 5.80 | 6.60 | 7.16 | NA | 5.33 | 12.59 | -21.69 | 11.07 | 14.10 | 11.95 | -0.07 | 8.27 | 1.65 | -1.30 | 4.53 | 15.04 | 7.50 | 2.24 | 12.59 | 19.11 | -3.22 | 9.21 | 17.37 | 4.76 | 11.58 | 17.32 | 4.21 | 6.14 |
| Sharpe Ratio | NA | -0.10 | -0.43 | 0.06 | 0.21 | NA | NA | 0.66 | -0.06 | -0.14 | 0.76 | -1.39 | 1.28 | 1.83 | 2.15 | -0.18 | 1.13 | 0.32 | -0.21 | 0.78 | 2.23 | 1.36 | 0.24 | 0.87 | 2.17 | -0.91 | 0.62 | 1.77 | 0.36 | 1.34 | 3.62 | 0.69 | 1.03 |
| Standard Deviation(%) | NA | 8.90 | 12.54 | 11.02 | 8.93 | NA | NA | 8.23 | 9.43 | 8.97 | 10.90 | 16.55 | 8.65 | 7.58 | 4.90 | 7.85 | 6.77 | 4.55 | 6.20 | 5.82 | 6.74 | 5.49 | 9.12 | 14.32 | 8.76 | 4.56 | 10.06 | 7.98 | 7.15 | 7.93 | 4.60 | 4.50 | 3.72 |
| Draw Down(%) | NA | 7.00 | 23.28 | 26.29 | 26.29 | NA | NA | 26.29 | 0.99 | 6.72 | 11.15 | 26.29 | 4.56 | 10.01 | 2.45 | 6.78 | 7.38 | 3.88 | 6.97 | 4.02 | 5.77 | 4.93 | 8.99 | 9.19 | 4.38 | 8.08 | 7.31 | 6.71 | 5.12 | 9.86 | 2.03 | 7.15 | 2.25 |
| Yield(%) | NA | 4.37 | 5.04 | 5.09 | 4.12 | NA | NA | 4.50 | NA | 0.75 | 4.32 | 4.45 | 5.11 | 5.31 | 5.96 | 3.58 | 0.22 | 3.79 | 3.85 | 3.91 | 3.40 | 4.60 | 1.58 | 4.23 | 4.35 | 2.76 | 5.32 | 8.70 | 5.58 | 4.75 | 3.86 | 5.47 | 7.60 |
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 |
|---|---|---|---|---|
| Elekta Holdings U.S. Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate |
-2.80%
Apr 2021 - Apr 2024 |
0.61%
Sep 2017 - Sep 2022 |
2.55%
Oct 2013 - Oct 2023 |
4.69%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Elekta Holdings U.S. Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate |
13.66%
Oct 2004 - Oct 2007 |
12.97%
Oct 2002 - Oct 2007 |
10.53%
Apr 2001 - Apr 2011 |
8.81%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart